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Bharat Agarwal

Bharat Agarwal

Followers of Bharat Agarwal7000 followers
location of Bharat AgarwalDelhi, India

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  • Timeline

  • Skills

    Analytical Skills
    Asset-Backed Security (ABS)
    Bond Markets
    Bond Pricing
    Business Development
    Communication
    Company Research
    Corporate Finance
    Creative Writing
    Data Analysis
    Derivatives
    Derivatives Trading
    Economics
    Electronic Trading
    Event Management
    Fiction Writing
    Finance
    Financial Advisory
    Financial Analysis
    Financial Markets
    Financial Modeling
    Financial Statement Analysis
    Fixed Income
    Income Tax
    Investment Banking
    Investments
    Investor Relations
    Leadership
    Management
    Microsoft Excel
    Microsoft Office
    Microsoft PowerPoint
    MS Excel Pivot Tables
    Mutual Funds
    Options Strategies
    Pitch Books
    Presentation Skills
    Problem Solving
    Research
    Scenario Planning
    Shares
    Start-ups
    Team Leadership
    Team Management
    Technical Analysis
    Thinking Skills
    Time Value of Money
    Trading
    Variance Analysis
    Venture Capital

  • About me

    Highly-focused and dedicated result-driven finance professional with a learning attitude. Energetic and organized with an exceptional work ethic.

  • Education

    • CFA Institute

      -
      Passed CFA LEVEL 1 .

    • Delhi Public School , Kanpur

      2011 - 2015
      Commerce Business/Commerce, General 91%

      Activities and Societies: Sports,

    • Sri Guru Nanak Dev Khalsa College

      2015 - 2018
      Bachelor's degree Business/Commerce, General

  • Experience

    • Vanaj - The Commerce Society of SGND Khalsa College

      Aug 2016 - Jun 2018

      • President

        Jul 2017 - Jun 2018

      • Executive

        Aug 2016 - Jul 2017

    • Society of Financial Literacy & Consumer Awareness

      Sept 2016 - Nov 2017
      Executive member

    • Vanaj - The Commerce Society,SGND Khalsa College

      Sept 2016 - Aug 2017
      Executive member

    • Chornicle Advisors

      Dec 2016 - Jan 2017
      Intern

      Scope of work includes creation of database of de-listed companies on NSE & BSE and converting the potential clients. Registered 10+ companies on GST portal & worked on companies compliances.

    • Blue Tokai Coffee Roasters

      Jun 2017 - Jul 2017
      Finance Intern

      Worked on analysis of financials statements , bank reconciliation and also followed up with the clients for debt recovery & created a model on cost control.

    • Placement Cell, SGND Khalsa college

      Jul 2017 - Jun 2018
      Senior Coordinator

    • ICICI Prudential AMC Ltd

      Apr 2019 - Oct 2019
      Relationship Manager

    • YUKON CAPITAL SERVICES PRIVATE LIMITED

      Oct 2019 - Feb 2020
      Investment Banking

    • SAWARIYA HOSPITALITY

      Sept 2022 - now
      Chief Executive Officer

    • Max Life Insurance Company Limited

      Jun 2023 - now
      Financial Advisor

  • Licenses & Certifications

    • NISM SERIES V-A MUTUAL FUND DISTRIBUTOR

      NISM
      May 2018

    • CFA LEVEL 1

      CFA Institute
      Jan 2019
      View certificate certificate

    • Global Financial Market Professional

      BSE Institute Ltd
      Sept 2015

    • Future CEO'S Progrram

      Talerang
      Dec 2016

  • Honors & Awards

    • Awarded to Bharat Agarwal
      FINANCIAL CRISIS BSE INSTITUTE Mar 2017 1st position at event The Zero hour exigency (Financial crisis)
    • Awarded to Bharat Agarwal
      Organised National Seminar SGND KHALSA COLLEGE Mar 2017 Participated in organising the National Seminar on "Skilling Indians : Making India A Global Powerhouse "
    • Awarded to Bharat Agarwal
      Commxcelsior2017 Kamala Nehru college Feb 2017 2nd price in the event Mock Stock at Commxcelsior 2017 orgaized by commerce association of Kamala Nehru college
    • Awarded to Bharat Agarwal
      UNION BUDGET 2017-18 BSE INSTITUTE LTD Feb 2017 2 Position in debate on union budget17-18, also best content reader
    • Awarded to Bharat Agarwal
      Ambassador Edge Institute for Financial Studies (EIFS) Oct 2016 Mission Financial Literacy
    • Awarded to Bharat Agarwal
      BUDGET2016-17 BSE INSTITUTE Mar 2016 Secured 1st position in debate on UNION BUDGET16-17
    • Awarded to Bharat Agarwal
      National Inter Dps Athletics meet Delhi public school, Noida Oct 2013 Silver medal in 100m relay