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Ankit Agrawal

Co-Founder

Bengaluru, Karnataka, India16 yrs 5 mos experience
Highly Stable

Key Highlights

  • Founder of India's leading investment platform.
  • Achieved financial independence by age 29.
  • Expert in simplifying complex financial decisions.
Stackforce AI infers this person is a Fintech expert with a strong focus on investment strategies and financial advisory.

Contact

Skills

Core Skills

Financial AdvisoryInvestmentsMergers & Acquisitions

Other Skills

LBO ModelingReturn on Investment AnalysisPortfolio Performance AnalysisLife InsuranceHealth InsuranceInsuranceWealth Management ServicesWealth AccumulationPortfolio ManagementInvestment ManagementPersonal Financial PlanningCorporate DevelopmentPersonal financeFinancial ModelingCorporate Strategy

About

Hi! I’m Ankit, an engineer and founder of www.wealthup.me I discovered my passion for finance during college and turned it into a 15-year career in investing.I began at UBS (Swiss Bank), working across India and New York, and reached financial independence at 29. What I learned: most professionals want to build wealth, but the investing world feels confusing and time-consuming.So I founded Wealthup, India’s most intelligent investment platform that blends smart technology with real human guidance. Our goal is simple: help professionals make smarter decisions, avoid costly mistakes, and achieve financial freedom faster.On LinkedIn, I share practical insights on money, investing, and wealth-building - without jargon or hype.If you’re ready to make your money work smarter for you, let’s connect.

Experience

16 yrs 5 mos
Total Experience
5 yrs 6 mos
Average Tenure
5 yrs 4 mos
Current Experience

Wealthup.me

Founder

Jan 2021Present · 5 yrs 4 mos · Bengaluru, Karnataka, India

  • I look after financial advisory, product development and compliances at WealthUp. I'm committed to building a kickass product that will simplify people's financial decision-making and help them achieve their financial goals sooner than expected.
Financial AdvisoryInvestments

Verified jv

Founder & CEO

Jan 2016Jan 2021 · 5 yrs · Pune/Pimpri-Chinchwad Area

Ubs investment bank

2 roles

Associate Director

Oct 2012Nov 2015 · 3 yrs 1 mo

LBO ModelingMergers & Acquisitions

Associate

Sep 2009Sep 2012 · 3 yrs

LBO ModelingMergers & Acquisitions

Education

Birla Institute of Technology and Science, Pilani

B.E (Hons) — Chemical Engineering

Jan 2005Jan 2009

CFA Institute, USA

Level 1 — Finance

Jan 2011Jan 2011

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