Aastha Aggarwal

CEO

Delhi, India13 yrs 5 mos experience

Key Highlights

  • Over 15 years in financial markets and services.
  • Expertise in company valuation and fundraising.
  • Passionate about fostering financial literacy.
Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on investment management and financial advisory.

Contact

Skills

Core Skills

Start-up ConsultingFundraisingFinancial AdvisoryInvestment ManagementInvestment StrategiesEquity Trading

Other Skills

Company ValuationCapital MarketsDerivativesEquity ResearchDerivatives TradingBrokerageAsset AllocationFamily Wealth ManagementFinancial PlanningFinancial ServicesFundamental AnalysisGoogle AnalyticsInstitutional InvestmentsInvestor PresentationsInvestor Relations

About

With over 15 years of experience in financial markets and services, I currently serve as National Business Head and Fund Manager at Glamorous. My expertise spans company valuation, fundraising, and start-up consulting. I am committed to delivering strategic investment solutions and supporting organizational growth through innovative financial strategies and market insights. My professional journey reflects a strong foundation in stock market advisory and educational guidance for investors. Passionate about fostering financial literacy, I actively engage as a content creator at Crowwd and contribute as an education mentor. My mission is to empower individuals and businesses with the tools and knowledge needed to navigate the complexities of financial markets effectively.

Experience

Glamorous show your talent app

Chief Financial Officer

Sep 2025Present · 6 mos · Greater Delhi Area · On-site

Freelance

Start Up Incubator

Aug 2025Present · 7 mos · Delhi, India · On-site

Start-up ConsultingCompany ValuationFundraising

Crowwd

Content Creator

Jan 2025Present · 1 yr 2 mos · Greater Delhi Area · On-site

  • Investment advisor with more than 12 years of niche experience in the domain of financial markets, investments and financial services. My expertise lies in stock market advisory and educational advice for investors .
Capital MarketsDerivativesEquity ResearchEquity TradingDerivatives TradingBrokerage+21

Topmate.io

2 roles

Education Mentor

Nov 2024Present · 1 yr 4 mos

Education Mentor

Oct 2024Present · 1 yr 5 mos

Self-employed

Investment Specialist and Finance Content Creator

Sep 2023Present · 2 yrs 6 mos · Greater Delhi Area · Hybrid

  • As an independent Investment Professional , I play a pivotal role in managing clients investment portfolios and executing trades within the financial markets. My expertise directly impact clients financial success, and my ability to navigate the complexities of stock trading is crucial.
  • Responsibilities :
  • 1. Providing Accurate Investment Advice:
  • Offer precise and informed investment recommendations to clients based on their risk tolerance, financial goals, and market conditions.
  • Analyse stocks and other securities to identify optimal investment opportunities.
  • 2. Evaluating Financial Reports:
  • Thoroughly assess financial reports, company performance,and market trends to inform investment decisions.
  • Stay updated on economic indicators, corporate earnings, and industry news.
  • 3. Managing Clients Investment Portfolios:
  • Monitor and adjust clients portfolios to align with their objectives and risk profiles.
  • Implement changes in investment strategies as market conditions evolve.
  • 4. Client Relationship Management:
  • Regularly communicate portfolio updates, performance, and investment opportunities.
  • Foster strong relationships with clients,understanding their unique needs and preferences.
  • 5. Adapt to Market Conditions:
  • Make real-time decisions based on market fluctuations, news events, and economic shifts.
  • Optimize trading strategies to maximise returns while managing risk .
Financial AdvisoryFinancial AnalysisStock Market AnalysisTechnical AnalysisIndustry standardsInvestment Strategies+6

Career break

Full-time parenting

Aug 2018Aug 2022 · 4 yrs · Delhi

Indusind bank

Portfolio Manager

Apr 2016Oct 2016 · 6 mos · New Delhi Area, India

  • "Managed Portfolio of Ultra HNI’s and Corporates across Mutual Funds, Debt, Banking-Accounts and other Alternative Investments.
  • Analysed financial reports for suggesting potential venues for equity and debt investments.
  • Maintained the Book size of branch by acquiring new-to-bank relationships across Investments-Accounts, Business-Accounts, Trade & Remittances.
  • Ensured policies and procedures are followed as per the compliance matrix, thereby suggesting areas for improvement and minimising operational losses.
  • Ensure timely processing of customer requests keeping in mind AML and KYC norms.
  • Monitored NRI clients’ portfolio performance, conducted profitability analysis and provided sustained advisory services for securing high ROI.
Financial AdvisoryStock Market AnalysisInvestment ManagementPrivate InvestigationsTechnical AnalysisIndustry standards+10

Globe capital market limited

Assistant Vice President- Investments

Mar 2014Mar 2015 · 1 yr · New Delhi Area, India

  • Devising investment strategies (Value investing, Top-Down investing and Bottom-up investing and Event driven Strategies) for clients under equity and derivatives segment.
  • Preparing and Giving Investments Presentation to Clients.
  • Generating medium to long term investment proposals using fundamental and technical analysis.
  • Analyzing financial information and balance sheets to deliver accurate assessments of industries and leading stocks on the BSE and NSE.
  • Reviewing investment portfolios and re balanced them periodically.
Financial AdvisoryStock Market AnalysisTechnical AnalysisInvestmentsIndustry standardsInvestment Strategies+8

Green bucks securities pvt ltd

ASST MANAGER

Feb 2012Sep 2012 · 7 mos · New Delhi Area, India

  • Acquire and Manage investment portfolios of HNIs and Corporate clientele.
  • Propose financial plan for clients based upon their need and requirement.
  • . Portfolio Rebalancing for Risk Diversification.
Financial AdvisoryStock Market AnalysisTechnical AnalysisInvestmentsIndustry standardsInvestment Strategies+8

Trustline group of companies

EQUITY PORTFOLIO MANAGER- PCG

Jan 2010Jan 2012 · 2 yrs · New Delhi Area, India

  • Acquired HNIS and Corporate Clients.
  • Preparing Investment reports and Giving Presentations to Clients.
  • Make Stock Recommendations for Portfolios.
  • Marketing of financial instruments such as mutual funds, PMS and Commodities.
Financial AdvisoryMulti-family InvestmentsEquity ResearchStock Market AnalysisDerivatives TradingInvestments+14

Indiabulls

SENIOR RELATIONSHIP MANAGER

Jun 2008Dec 2009 · 1 yr 6 mos · New Delhi Area, India

  • Acquired HNIS and Corporate Clients.
  • . Preparing Sales Pitch and Giving Investments Presentation.
  • Responsible for active Portfolio management and Investment advisory.
Financial AdvisoryStock Market AnalysisEquitiesIndustry standardsInvestment StrategiesInterpersonal Communication+7

Anand rathi securities

RELATIONSHIP MANAGER

Mar 2007Jun 2008 · 1 yr 3 mos · New Delhi Area, India

  • Acquisition of HNI’S and Corporate Clients.
  • Managing and Handling Priority Client’s Portfolios.
  • Equity and Mutual Fund Research.
  • Portfolio and Client Management.
  • Preparation of Monthly MIS.
EquitiesEquity TradingIndustry standardsInvestor PresentationsInvestment StrategiesInterpersonal Communication+6

Education

Università degli Studi di Napoli Federico II

Master's degree — Econometrics and Quantitative Economics

Aug 2012Jul 2013

Institute Of Marketing and Management

Master of Business Administration - MBA

Jul 2005Aug 2007

Institute Of Marketing and Management

Master of Business Administration - MBA

Aug 2005Jul 2007

Guru Gobind Singh Indraprastha University

Bachelor's degree — Computer Science

Jul 2001Aug 2004

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