Alok Agarwala

Chief Investment Officer with 19+ years of experience in Macroeconomic, Equity and Fixed Income Research and Investment Management.

Formulated investment strategies for equity and bond markets that are a blend of macro triggers, fundamental and technical analysis. Market Profiler combining market profile with VSA for positional views. Built a complete platform for Centralised Investment Advice right from Risk Profiling, Asset Allocation, Portfolio Construction & Management to Automated Strategic and Tactical Portfolio Review & Rebalancing. I have built proprietory trading systems for equity stocks, index futures and commodities using market profile and VSA. Created automated Mutual Fund Scheme Ranking process incorporating quantitative and qualitative parameters for proprietory use

Retirement Planning - Ideated, conceptualized and built a unique, first of its kind Digital Retirement Planning Platform at Bajaj Capital, for Retirees. Built tools, processes, MIS, Analytics and teams of retirement planners to effectively grow and manage retirement business from scratch to Rs. 70crs topline in 2 years. Built, trained and grew a team of 12 retirement para planners making 2000 retirement plans, converting 300+ plans and generating ~4 crs of revenue (8x productivity) in its first year of operation