Rajat Agrawal

Associate Consultant

Gurugram, Haryana, India9 yrs 3 mos experience
Most Likely To SwitchAI Enabled

Key Highlights

  • Expert in equity and mutual fund research since 2017
  • Created impactful financial content for BFSI and fintech sectors
  • Educator focused on personal finance and investment strategies
Stackforce AI infers this person is a Fintech content creator and equity research expert.

Contact

Skills

Core Skills

Content ManagementWritingEquity ResearchInvestmentsCapital MarketsResearchMutual FundsEconomicsPersonal FinanceEditorial

Other Skills

EditingProofreadingSEOFundamental AnalysisManagement AnalysisFinancial Statement AnalysisPhotographyMarket CommentaryInvestment InsightsContent Calendar ManagementIndustry AnalysisFact-checkingSEO OptimizationDatabase ManagementCommunication

About

Hello, LinkedIn community! I have been investing in the Indian stock market since 2017, and I hold expertise in equity and mutual fund research, fundamental analysis, IPOs, NFOs, personal finance and credit cards. I create, edit and manage financial content for BFSI & fintech businesses on topics like saving, budgeting, investing (stocks, mutual funds, ETFs), managing credit cards, debt repayment, insurance and more. Here on LinkedIn, I try to educate people on personal finance and investing to help them take better responsibility of their financial future. If you want to collaborate to create financial content and improve your brand presence, kindly DM or drop an email at agrawalrajat1997@gmail.com Cheers!

Experience

Ameriprise financial services, llc

Fund Commentary Writer

Jul 2025Aug 2025 · 1 mo

  • ● Producing market commentary and analysis, investment insights, fund reports, fund
  • performance commentary and thought leadership content for institutional and retail
  • investors and clients.
  • ● Producing and editing insightful and engaging market commentary on financial markets,
  • investment strategies and macroeconomic trends that requires strategic oversight and aligns
  • with the brand.
  • ● Producing content calendar, delivering time-sensitive content, prioritising and managing
  • multiple projects and reports, reviewing content, providing feedback and mentoring team
  • members.
  • ● Tracking financial market trends, managing content deadlines, collaborating across teams,
  • providing SME (Subject Matter Expert) opinion on financial markets and macroeconomic
  • trends, and translating complex investment concepts into clear and engaging content.
  • ● Tracking the performance of mutual funds and producing commentary on mutual fund
  • performance against the index, providing insights on the best and worst performing sectors
  • and stocks, and providing a future outlook on mutual fund strategies.
Market CommentaryInvestment InsightsContent Calendar ManagementCapital MarketsResearch

Highbrow technology inc

Equities Research Consultant

Jan 2025Jun 2025 · 5 mos

  • Conducting bottom-up research on Indian listed companies (including business, financial,
  • industry and peer analysis) and tracking their earning reports, sectoral trends and
  • management calls.
  • Evaluating industry trends and competitor strategies to write research notes to guide future
  • investment strategies.
ResearchIndustry AnalysisEquity ResearchMutual Funds

Investing.com

Consultant (Contractual)

Jul 2024Jun 2025 · 11 mos

  • Rewriting, editing, proofreading and fact-checking the content of analysts and industry experts for accuracy, clarity, consistency and brand tone to increase visitors on the website.
  • Editing time-sensitive content on fundamental and technical analysis of listed equities, as well as on the US stock market, ETFs, indices, institutional equities and sectors.
  • Editing content to provide insights on forex, commodities (energy, metals and agriculture), crypto, bonds, mergers and acquisitions, global funds and economic events.
  • Writing headlines, SEO optimisation, updating and restructuring articles, eliminating irrelevant and obsolete content and managing the content calendar.
EditingFact-checkingSEO OptimizationEconomicsCapital Markets

Pepper content

Editor

Feb 2022Jun 2024 · 2 yrs 4 mos

  • Editing and Proofreading sales-driven and informative content and helping the company churn out a huge volume of content, resulting in more revenue.
  • Improving grammar, flow, structure, readability, metadata, SEO and CTA, removing plagiarism, fact-checking and ensuring strict adherence to brief to help clients communicate their message, get better exposure, improve brand image and generate new revenue.
  • Communicating with writers for feedback and quality improvements, and to improve their skillsets and performance, leading to an increase in overall efficiency.
  • Editing content in multiple formats such as Twitter and LinkedIn posts, blogs, articles, emails, website content, messages, testimonials, product descriptions and how-to and travel guides.
  • Interacting with the management regularly to adapt to the changing marketing strategies of clients and implementing changes, thus helping businesses reach their marketing goals.
  • Editing content for dozens of clients of Pepper Content, primarily in personal finance, stocks, mutual funds, ETFs, bonds, insurance, credit cards, etc.
EditingProofreadingSEOPersonal FinanceEditorial

Morningstar

Research Associate

Jan 2021Jan 2022 · 1 yr

  • Researched Private Equity, Venture Capital and M&A deals to build a comprehensive database of corporate investments and transactions.
  • Conducted secondary research and worked on the database software of Morningstar (RTS).
ResearchDatabase Management

Getty images

Contributing Photographer

Mar 2020Present · 6 yrs

  • • Producing high-quality content across various styles and concepts, including landscape, travel, macro and black & white photography for Getty Images (iStock) library.
Photography

Self employed

2 roles

Equities Investor

Jan 2017Present · 9 yrs 2 mos

  • Conducting in-depth fundamental analysis to evaluate the profitability and durability of
  • public companies and keeping track of relevant news and events.
  • Performing management analysis to assess management ethics and business approach.
  • Analysing annual reports, conducting ratio analysis and interpreting financial statements.
Fundamental AnalysisManagement AnalysisFinancial Statement AnalysisEquity ResearchInvestments

Finance Writer & Editor

Dec 2016Present · 9 yrs 3 mos

  • Writing, editing and proofreading blogs, articles, social media content, product descriptions, research reports, pitchdecks, how-to guides and listicles for businesses.
  • Creating SEO-friendly and result-oriented financial content for clients to educate their audience, improve their brand presence and promote their products / services, thus helping them increase revenue.
WritingEditingProofreadingSEOContent Management

Education

University of Rajasthan

Bachelor of Laws - LLB

Apr 2018Mar 2021

Jaipur National University

Master of Business Administration - MBA

Jan 2018Jan 2020

The Institute of Chartered Accountants of India

CA - CPT

Apr 2015Dec 2015

University of Rajasthan

Bachelor of Commerce

Jan 2015Jan 2018

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