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Ankita Agarwal

Ankita Agarwal

Summer Intern

Followers of Ankita Agarwal1000 followers
location of Ankita AgarwalMumbai, Maharashtra, India

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  • Timeline

  • About me

    CFA, FRM, Financial Modeling Trainer, Corporate Trainer|BFSI, Finance for Non-Finance

  • Education

    • CFA USA

      -
      CFA Finance

    • Fpsb, india

      -
      CFP

    • Sadhana Centre for Management and Leadership Development, SCMLD

      2006 - 2008
      MBA Finance, General

    • St. Raphaels H.S. School, Indore, M.P.

      1989 - 2002
      Commerce

    • Devi Ahilya Vishwavidyalaya

      2002 - 2006
      MMS

  • Experience

    • HDFC (Home Loans)

      May 2005 - Aug 2005
      Summer Intern

      Successfully completed a project titled "Lead Management and Business Process Analysis"Tested the need and efficiency of a call centre in the organisationUsed call records and call duration as tools to assess the efficiency by modelling it on excelLearnt the process of sanctioning a new loan

    • Capital value Ventures

      May 2007 - Jul 2007
      Research Analyst

      Portfolio management of High Networth IndividualsEquity Research of stocks listed on BSE and NSEWorked on Bloomberg and Reuters databases

    • Motilal Oswal Securities Ltd

      Feb 2008 - Oct 2008
      Equity and Derivatives Advisor

      Profiling the cients based on their risk appetite, experience, and financial goals Reactivating dormant clients with the company, introducing them to a new range of products and servicesOffering them excellence in terms of wealth management services across all wealth products Portfolio Management and risk management of clientsAdvising clients on investments and trading positions in Cash and F&O segment based on self analysis and that of the company's own

    • Satya Securities

      Nov 2008 - Nov 2009
      Equity and Derivatives Advisor

      Acquiring clients for the wealth management segmentDefining financial goals for clients and recommending products and services based on their needs needs and risk appetiteAdvising clients in areas such as equity, Futures and options and currency futuresManaging portfolios of clients and risk management of their portfolios

    • Fullerton Securities & Wealth Advisors Ltd.

      Dec 2009 - Feb 2011
      Equity Advisor

      Advising on Portfolio. Analyzing existing portfolio, suggesting changes

    • Future Credentials

      Mar 2011 - Sept 2018

      We at Future Credentials offer portfolio management services to various clients. We are also in Education industry, were we have the best faculties for CA, CS, CFA, CFP and NSE and BSE certification. All the faculties have both industry and teaching experience of more than 4 years.You can get associated with us at futurecredentials@gmail.com

      • Lecturer

        Jan 2012 - Sept 2018

      • Portfolio management

        Mar 2011 - Sept 2018

    • Freelance

      Oct 2018 - now

      Professional Mentor for CFA (USA), CMA (USA), FRM, Financial Modelling. Content curator, facilitator for MBA finance students, Corporate Training Professional Mentor for CFA (USA), CMA (USA), FRM, Financial Modelling. Content curator, facilitator for MBA finance students.

      • Professor/Mentor/Faculty

        Jan 2023 - now

      • Professor/Mentor/Faculty

        Oct 2018 - Dec 2022

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA institute, USA
      Jun 2010

    • Security market, Derivatives market, AMFI

      NCFM
      Aug 2007