Praful Agrawal

Business Development Executive

Mumbai, Maharashtra, India3 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Managed over ₹7 crore AUM for clients.
Expert in financial modeling and valuation techniques.
Focused on goal-based financial planning.

Stackforce AI infers this person is a Wealth Management and Equity Research professional with a strong focus on financial analysis.

Contact

Skills

Core Skills

Financial PlanningPortfolio ManagementEquity ResearchFinancial Modeling

Other Skills

Mutual FundsFinance Content WriterValuationCorporate FinanceFinanceFinancial AnalysisCompany ValuationEquity TradingEquity ValuationReport WritingMicrosoft ExcelDCF ValuationData AnalysisFinancial ReportingInvestment Research

About

I work as a Sub-Broker at Motilal Oswal, managing over ₹7 crore AUM for clients through goal-based financial planning. My focus is on helping individuals and families make smarter wealth decisions using a disciplined, transparent, and long-term approach. I handle a wide range of investment products Bonds, NCDs, Mutual Funds, and Equity portfolios and build personalised plans based on each client’s risk profile and financial goals. My aim is to simplify investing so clients can achieve financial confidence without confusion. Alongside wealth management, I also work as an Equity Research Analyst with strong interest in management analysis, financial statement analysis, sector research, concall insights, valuation techniques, and financial modeling. I enjoy studying businesses deeply and turning complex data into clear, actionable guidance for better investment decisions. Reach me at: prafulagrawal090@gmail.com

Experience

Siho research

Equity Research Analyst

Apr 2025 – Oct 2025 · 6 mos · India

Conducted in-depth management and financial statement analysis enhancing decision-making processes.
Performed sector research and provided insights from earnings calls, contributing to a comprehensive understanding of market trends.
Developed sophisticated financial models and valuation techniques, leading to accurate forecasting and investment recommendations.

Equity ResearchFinance Content WriterFinancial Modeling

Finance Content Creator

Jan 2025 – Present · 1 yr 3 mos · India · Remote

Motilal oswal financial services ltd

Sub Broker

Jan 2023 – Present · 3 yrs 3 mos · Remote

Managed over ₹7 crore AUM for clients through goal-based financial planning.
Developed personalized investment strategies across Bonds, NCDs, Mutual Funds, and Equity portfolios.
Focused on empowering clients to make informed wealth decisions with a disciplined and transparent approach.

Mutual FundsFinancial PlanningPortfolio Management