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People · Investment Leaders
Amit Agarwal · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Financial Professional with diversified experience across Wealth Management, Investment Advisory, Managing Family offices, Capital Markets & Corporate Finance. Specialized in Equity research, Debt Restructuring, Investment Advisory & Portfolio Management. Interests include Technical Analysis and adventure sports.
Experience
CIO, EquitiesCurrent
DBG Ventures (Welspun Family Office) · Mumbai
May 2024 – Present
Lead all public and private equity investment decisions as a part of the Family Office with an AUM of Rs35 bn (US$ 400 mn). Member of the Family Board, working closely with the Founding family and wealth managers to achieve investment, risk-return and legacy objectives of the Founding Family
Head - Alternative Investments
ASK WEALTH ADVISORS PRIVATE LIMITED · Mumbai, Maharashtra, India
Jun 2021 – May 2024
Education
- Indian Institute of Management, Lucknow — PGDM, Finance · 2003 – 2005
- Institute of Chartered Accountants of India — ACA, Finance, Accounts · 1999 – 2002
Skills
Financial AdvisoryEquitiesEquity ResearchFinancial ModelingValuationCapital MarketsFinancePortfolio ManagementCorporate FinanceFinancial AnalysisFamily OfficeBusiness Strategy
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