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Akhil Agarwal

Co-Founder

Kolkata, West Bengal, India7 yrs 3 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 14 years of experience in financial consulting.
  • Empowered 2,500+ individuals in personal finance.
  • Expert in tailored investment strategies for HNIs.
Stackforce AI infers this person is a Fintech expert specializing in investment strategies and business advisory services.

Contact

Skills

Core Skills

Investment Strategies

Other Skills

Critical ThinkingData AnalysisGlobal ThinkingLeadershipPsychology

About

With over 14 years of extensive experience in the financial sector, I am a seasoned Chartered Accountant and Entrepreneur specializing in business advisory and consulting services. My professional journey includes roles such as Assistant Manager at Intertrust Group and Team Lead at State Street, where I successfully managed accounting and reporting functions across diverse regions. I hold a Bachelor of Commerce degree in Accounting and Finance from St. Xavier's College, complemented by a deep-seated passion for psychology and finance. Throughout my career, I have had the privilege of helping individuals navigate personal finance challenges and achieve their financial goals. Beyond my corporate roles, I am dedicated to knowledge sharing and education, leveraging my expertise to empower others in understanding complex financial dynamics. To date, I’ve taught over 2,500+ individuals (directly and indirectly) across various platforms which includes X (Twitter), LinkedIn, through my YouTube and Instagram videos and various online and offline stock market communities. I'm building a more informed and financially savvy community! As an entrepreneur, I actively engage in providing valuable guidance to businesses seeking to navigate challenges and capitalize on opportunities in today's dynamic markets.

Experience

Investeq

Co-Founder, Chief Business Officer

Jan 2024Present · 2 yrs 2 mos

  • At InvestEQ, we are creating a platform that empowers individuals to take control of their financial futures with smart, data-driven stock market strategies. Our mission is to make investing accessible, insightful, and effective for everyone, whether you're a beginner or at an experienced level.
  • We are currently focusing on equity-based investments, leveraging advanced analytics, and personalized strategies to help investors optimize their portfolios.
Investment StrategiesCritical Thinking

State street

Team Lead

Feb 2022Jan 2023 · 11 mos

  • Mutual Fund Reporting
Critical ThinkingInvestment Strategies

Smartmoney solutions

CEO, Co-Founder

Jan 2020Present · 6 yrs 2 mos

  • Akhil is the CEO and Co-Founder of SmartMoney Solutions, offering expert Business Advisory and Consulting Services tailored to individuals and High Net-Worth Individuals (HNIs).
  • We specialize in providing critical insights and personalized investment strategies designed to optimize financial growth and secure long-term wealth.
  • With a deep understanding of market dynamics and a keen focus on your unique financial goals, we empower our clients to make informed decisions, mitigate risks, and achieve financial independence.
  • Whether you're seeking to diversify your portfolio, optimize tax planning, or enhance business performance, we are your trusted partner in navigating the complexities of wealth management.
Critical ThinkingInvestment Strategies

Intertrust group

Assistant Manager

Dec 2019Jan 2022 · 2 yrs 1 mo

  • Accounting and Reporting of different regions which included- Luxembourg, Guernsey and Jersey

Tata steel

Management Trainee

Oct 2018Sep 2019 · 11 mos

  • Standalone and Consolidated Financial Reporting

Education

The Institute of Chartered Accountants of India (ICAI)

Chartered Accountant

St. Xavier's College (Autonomous), Kolkata

Bachelor of Commerce - BCom — Accounting and Finance

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