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CFP Shovit Agrawal

CFP Shovit Agrawal

Article Trainee

Followers of CFP Shovit Agrawal271 followers
location of CFP Shovit AgrawalVaranasi, Uttar Pradesh, India

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  • Timeline

  • About me

    Chief Executive Officer at MoneyIN Financial Services

  • Education

    • Financial Planning Standards Board (FPSB)

      2020 - 2020
      CERTIFIED FINANCIAL PLANNER (CFP) Financial Planning and Services

    • Sunbeam school bhagwanpur varanasi

      2000 - 2009
      Business/Commerce, General

    • The Institute of Chartered Accountants of India

      2012 - 2017
      CA FINAL Accounting and Finance

    • Jai Hind College

      2011 - 2014
      Bachelor of Commerce (B.Com.) Business/Commerce, General B

  • Experience

    • S.k.patodia and associates

      Apr 2013 - Feb 2014
      Article Trainee

    • EY

      Mar 2014 - Aug 2016

      • Industrial Trainee

        Apr 2015 - Aug 2016

      • Article Trainee

        Mar 2014 - Apr 2015

    • Arpit A.Agrawal & Associates

      Jun 2017 - May 2019
      SAssociate

    • MoneyIN Financial Services

      Feb 2020 - now
      Chief Executive Officer

      MoneyIn brings financial planning and investment advisory at ease for all individuals, businesses, and corporate requirements. We provide best-in-class investment and insurance products to help you achieve financial freedom.

  • Licenses & Certifications

    • Investment Analysis and Portfolio Management Module

      NSE's Certification In Financial Markets
      Jan 2018

    • Fundamental Analysis Module

      NSE’s Certification In Financial Markets
      Jan 2018

    • Equity Derivatives : A Beginner's Module

      NSE's Certification In Financial Markets
      Jun 2016