Vikrant Agarwal β CEO
After more than two decades in leadership roles at various insurance companies, I transitioned into the intermediary space, advising UHNIs on wealth diversification. This journey led me to a pivotal realization that πππ’π π€ππππ‘β ππππ€π‘β ππππ ππ ππππππ‘π’πππ‘πππ πππ¦πππ π‘πππππ‘πππππ ππππππ‘π . Today, I specialize in guiding ultra-high-net-worth individuals towards Alternative Investment Funds (AIFs) in Categories I & II, encompassing private equity, venture capital, and pre-IPO deals. These instruments often offer uncorrelated returns and potential IRRs exceeding 15%.β With over βΉ250 crore advised across these vehicles, and I remain firmly focused towards my goal: - Transparency in every transaction - Building lasting client relationships - Upholding the highest advisory integrity If you are seeking to explore high-conviction, high-barrier investments, Let's connect and discuss tailored strategies for yourΒ portfolio.
Stackforce AI infers this person is a seasoned professional in Fintech and Wealth Management with a focus on alternative investments.
Location: Delhi, India
Experience: 26 yrs 6 mos
Skills
- Private Equity
- Fundraising
- Strategic Growth
- Insurance
- Recruiting
- Management
- Sales Management
Career Highlights
- Over βΉ250 crore advised across investment vehicles
- Specializes in guiding UHNIs towards alternative investments
- Focus on transparency and client relationships
Work Experience
BigMudra
Chief Growth & Strategy Officer (1 mo)
Proxima Capital Services LLP
Managing Partner (1 yr)
Zopper
Zonal Manager (10 mos)
InvestKraft
Vice President (5 mos)
Robinhood Insurance Broker Pvt Ltd
Deputy Vice President (3 yrs 1 mo)
Edelweiss Tokio Life Insurance
Senior Regional Head (1 yr)
Tata AIA Life Insurance
Senior Business Associate (1 yr)
Associate Director of Agency - Delhi/NCR (1 yr 8 mos)
Bajaj Allianz Life Insurance Co. Ltd.
Senior Regional Head (1 yr 5 mos)
Max Life Insurance Company Limited
Vice-President with Max Life Insurance Co. (3 yrs 7 mos)
Aditya Birla Sun Life Insurance
Regional Sales Manager (4 yrs 11 mos)
ICICI Prudential Life Insurance Company Limited
Assistant Branch Manager (2 yrs)
Cipla Ltd
Regional Manager (5 yrs 6 mos)
Education
Executive Program in Applied Finance at Indian Institute of Management, Calcutta
B. Com (Hons.) Accounting at Jai Narain Vyas University (JNVU), Jodhpur
Senior Higher Secondary in commerce stream at Maheswari Senior Higher Secondary School
at SPJIMR SP Jain Institute of Management & Research