Chanchal Agarwal

CEO

Mumbai, Maharashtra, India16 yrs 9 mos experience

Key Highlights

  • Recognized among top 100 women in finance in India
  • Featured on 'Show me the money' talk series
  • Extensive experience in wealth management and investment banking
Stackforce AI infers this person is a seasoned finance professional with expertise in wealth management and investment strategies.

Contact

Skills

Core Skills

Macro Investing

Other Skills

AuditingCorporate FinanceFinancial ModelingDue DiligenceTaxFinanceValuationFinancial AccountingPrivate EquityFinancial ReportingBusiness ValuationFinancial AnalysisInternal AuditMergers & AcquisitionsIncome Tax

About

Industry experience spanning across verticals like family office, Offshore investments, wealth management, investment banking etc. In 2020, AIWMI recognised me amongst top 100 women in finance in India. Also, featured on talk series 'Show me the money' available on Audible Suno.

Experience

16 yrs 9 mos
Total Experience
2 yrs 2 mos
Average Tenure
--
Current Experience

Equirus family office

Chief Investment Officer

Jul 2023Jan 2026 · 2 yrs 6 mos · Mumbai, Maharashtra, India

Pinetree macro pvt ltd

Head Of Products

Jul 2022Jul 2023 · 1 yr · Mumbai, Maharashtra, India

  • Asset allocation beyond geographical boundaries!
Macro Investing

Eastern financiers

Head Of Products

Jul 2021Jul 2023 · 2 yrs · Mumbai, Maharashtra, India

Credence family office

VP - Strategy & Research

Oct 2016Jul 2021 · 4 yrs 9 mos · Mumbai, Maharashtra, India

Crest capital & investment

Analyst

Sep 2015Apr 2016 · 7 mos · Mumbai

Baker tilly singhi corp advisors llp

Senior Analyst

Sep 2014Aug 2015 · 11 mos · Lower Parel, Mumbai

  • Working as a Senior Analyst in Corporate Finance division of Baker Tilly Singhi Corp Advisors LLP.
  • Baker Tilly Singhi is the Indian member of Baker Tilly International, one of the world's leading networks of independently owned and managed accountancy and business advisory firms, united by a commitment to provide exceptional client service.

Self-employed

Proprietor

Jun 2012Sep 2014 · 2 yrs 3 mos · Mahalaxmi, Mumbai, India

  • Business consulting, share valuations, certifications, etc

N. a. shah associates llp

Associate

Sep 2007Jun 2011 · 3 yrs 9 mos · Worli

  • N.A Shah Associates is a niche professional services firm engaged in Auditing & Assurance, Taxation, Business/Transaction advisory and allied services.
  • Gained work experience into the following areas - Statutory Audits, Management and Internal Audits, Tax Audit, Due Diligence, Post Investment review, Tax Advisory, Salary structuring, Advice on withholding taxes, Appellant and penalty proceedings, Income tax return filing, etc

Education

CFA Institute, USA

CFA — Asset Allocation & Portfolio Management

Jan 2013Jan 2016

The Institute of Chartered Accountants of India

CA

Jan 2007Jan 2011

Narsee Monjee College of Commerce and Economics

Bachelor of Commerce (B.Com.) — Accounting and Finance

Jan 2003Jan 2008

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