Anjali Agarwal
Mumbai, Maharashtra,India
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Anjali Agarwal, CFA, is a highly accomplished finance professional with over 12 years of dedicated experience in investment strategy, portfolio management, and financial analysis. Based in Mumbai, India, Anjali has a proven track record of navigating complex market dynamics to deliver robust investment returns and strategic financial guidance. She is recognized for her meticulous approach to equity research, her ability to identify emerging market trends, and her commitment to ethical investment practices. Anjali is passionate about leveraging data-driven insights to inform decision-making and has a keen interest in sustainable finance and impact investing. Her expertise spans across asset allocation, risk assessment, and client advisory for both institutional and high-net-worth individuals.
Professional Summary
Anjali Agarwal's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Successfully earned the prestigious Chartered Financial Analyst (CFA) designation, globally recognized as the gold standard for investment professionals, demonstrating mastery in advanced investment analysis, portfolio management, and ethical practices.
Consistent Alpha Generation
Consistently outperformed market benchmarks for managed portfolios over a 5-year period, achieving an average alpha of 2.5% through strategic asset allocation and astute security selection.
Thought Leadership in ESG Investing
Authored influential research papers on 'Integrating ESG Factors in Indian Equities,' contributing to industry best practices and presenting findings at multiple national finance conferences.
Lead Analyst on Key Sector Revitalization Fund
Spearheaded the analytical team for a $200M fund focused on revitalizing undervalued companies in the industrial sector, resulting in a 15% IRR over the first three years.
Mentorship Excellence Award 2022
Recognized by her firm for outstanding mentorship and development of junior analysts, fostering a culture of learning and high performance within the investment team.
Educational Background
CA, CS, CFA level 3 cleared , Accounting and Finance
Gangapur, Bhilwara Rajasthan - Year 2006
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Company Overview
UOBUnited Overseas Bank (UOB) is a leading bank in Asia, headquartered in Singapore. It provides a wide range of financial services including personal and corporate banking, wealth management, private banking, asset management, corporate finance, capital market, and treasury services. UOB has a global network of more than 500 offices in 19 countries and territories in Asia Pacific, Europe and North America, with a strong focus on Southeast Asia. The bank is committed to providing quality products and excellent customer service, leveraging digital innovation to enhance customer experiences and support businesses in their growth journey. For individuals, UOB offers everything from everyday banking accounts and credit cards to loans and investment products. For businesses, they provide solutions for financing, cash management, trade finance, and advisory services.
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