Mohit Agrawal

Operations Associate

Delhi, India6 mos experience

Key Highlights

  • Hands-on experience in wealth management sector.
  • Focused on multi-asset class investing strategies.
  • Strong analytical skills in financial markets.
Stackforce AI infers this person is a Fintech professional with a focus on wealth management and financial analysis.

Contact

LinkedIn

Skills

Core Skills

Wealth Management Services

Other Skills

Stock Market AnalysisManagementFinancial PlanningEquities & Mutual FundsDebt & Money MarketsAlternative AssetsRisk ManagementRetirement PlanningMarine InsurancePersonal FinanceMoney MarketAsset AllocationPortfolio ManagementMutual FundsDrawing

Experience

6 mos
Total Experience
6 mos
Average Tenure
--
Current Experience

The headway

Wealth Management Intern

Jan 2026 – Mar 2026 · 2 mos · Delhi, India · On-site

  • Gained hands-on experience in the wealth management sector with primary focus on multi-asset class investing. My role involves the rigorous analysis of:
  • ​Equities & Mutual Funds: Performing research into diversified and sectoral funds to optimize capital appreciation.
  • ​Debt & Money Markets: Analyzing yield curves and interest rate environments to manage portfolio liquidity and preserve capital.
  • ​Alternative Assets: Evaluating the role of Commodities in a diversified portfolio to reduce
Wealth Management ServicesFinancial Planning

Mitcsco financial services

Marine & Non Marine Insurance Intern

Dec 2025 – Jan 2026 · 1 mo · Noida · On-site

Risk ManagementRetirement Planning

Financo.bu

Finance Junior Core

Sep 2025 – Apr 2026 · 7 mos · Gautam Buddha Nagar · On-site

Stock Market AnalysisManagement

Education

Bennett University

Bachelor of Business Administration - BBA — Public Finance

Aug 2025 – Jan 2028

Sanskar Public School

Senior School Certificate — Science

Aug 2023 – May 2025

St. Charles English Medium School, Chilakaluripet.

Certificate of Secondary Education — General Studies

Jul 2023 – Present

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