Kartikeya Agarwal

Delhi, India

+91 xxxx xxxxx

[email protected]

824 followers

Timeline
May 2016 - Jul 2016
Financial Markets and Research Intern
Ficuswealth Advisory Services
Jun 2016 - May 2017
Co-Founder and Ex-Associate Secretary
Finvest
May 2017 - Jul 2017
Equity Research Intern
SMS Holdings Private Limited
Jul 2018 - Aug 2018
Summer Analyst
Helios Capital Management
Jul 2018 - now
Partner
Finbouquet LLP
Aug 2018 - Sept 2018
Summer Intern
Elara Capital
About me
Partner at Finbouquet LLP
Education
- Delhi public school, mathura road
  2005 - 2013
  Aissce physics chemistry maths economics english
- Washington university in st. louis
  2017 - 2018
  Master of science - ms quantitative finance
- Shiv nadar university
  2013 - 2017
  Bachelor of technology - btech electrical, electronics and communications engineering with minor in management
Experience
- Ficuswealth advisory services
  May 2016 - Jul 2016
  Financial markets and research intern
  • Probed technical analysis indicators for strong entry and exit points in mid-cap equity securities in India.• Attended conference calls meant for investors in publicly listed companies.• Responded to all staff requests for research or data analysis in a prompt manner.
- Finvest
  Jun 2016 - May 2017
  Co-founder and ex-associate secretary
- Sms holdings private limited
  May 2017 - Jul 2017
  Equity research intern
  • Analyzed the top performing mutual funds in India using analytical frameworks and created an investment strategy for the same .• Researched a specialty chemical company in India and formulated an investment strategy which generated a 200% return over one year annualized.• Attended seminars on forensic accounting and value investing held by the CFA Society of Delhi.
- Helios capital management
  Jul 2018 - Aug 2018
  Summer analyst
  Asia focused long-short equity hedge fund with AUM of more than $300 mn.
- Finbouquet llp
  Jul 2018 - now
  Partner
- Elara capital
  Aug 2018 - Sept 2018
  Summer intern
Licenses & Certifications
- Customer analytics
  Coursera course certificates
  Oct 2015
  View certificate
- Business foundations specialization
  Coursera course certificates
  Sept 2015
  View certificate
- Cleared the cfa level 1 examination
  Cfa institute
- Bloomberg market concepts
  Bloomberg
- Economics of money and banking, part two
  Coursera course certificates
  Aug 2015
  View certificate
- Introduction to financial accounting
  Coursera course certificates
  Jun 2015
  View certificate
- Work smarter, not harder: time management for personal & professional productivity
  Coursera course certificates
  May 2015
  View certificate
- The global financial crisis
  Coursera course certificates
  Dec 2015
  View certificate
- Introduction to corporate finance
  Coursera course certificates
  Aug 2015
  View certificate
- Nism-series-v-a: mutual fund distributors certification examination
  National institute of securities markets (nism)
- Introduction to operations management
  Coursera course certificates
  Jul 2015
  View certificate
- Wharton business foundations capstone
  Coursera course certificates
  Sept 2015
  View certificate
- Economics of money and banking, part one
  Coursera course certificates
  Jun 2015
  View certificate
- Introduction to marketing
  Coursera course certificates
  Jun 2015
  View certificate
- More introduction to financial accounting
  Coursera course certificates
  Aug 2015
  View certificate
- Finance for non-financial professionals
  Coursera course certificates
  May 2015
  View certificate