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Bhoomi Agarwal — Associate Vice President - Investment Product Specialist · Kotak Private · Bengaluru, Karnataka, India.
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About
Qualifications - Chartered Accountant and Masters of Business Administration from IIM Indore. Currently working as an investment product advisor at Kotak Private. Also, the founder of Inara Education which aims at providing real world financial skills to women and youngsters. Previously worked at Entrust Family Office as a Client Partner, managing the relations and investments for HNI clients at Entrust Family Office. Prior to that, worked at Kolte Patil Family Office, handling their investments in upcoming startups. Also worked as a rating analyst at CRISIL for non-banking financial companies mainly in gold finance, housing finance, commercial vehicle finance and microfinance. Has a keen interest in the education industry. Has a very strong sense of social responsibility.
Experience
Associate Vice President - Investment Product Specialist
Kotak Private · Bengaluru, Karnataka, India
Aug 2024 – Present
FounderCurrent
Inara Education
Oct 2020 – Present
Education
Skills
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