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People · Advisors
Wealth Advisor | 8.5+ Years of Market Experience | Goal-Based Financial Planner | Risk Profiler & Asset Allocator | Tax & Estate Planning | Building something special! Ex Multi Family Office - Ex Citibank - Ex JPMorgan
Assistant Vice President · Equirus Family Office
Megha Agarwal — Assistant Vice President · Equirus Family Office · Mumbai, Maharashtra, India.
Direct contact
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About
Dreamer | Go-Getter | Achiever
With over 8.5 years of experience in the wealth advisory industry, I bring a strong understanding of market fundamentals and the micro- and macroeconomic factors that shape both domestic and global economies.
I specialize in goal-based financial planning with a deep focus on aligning every recommendation to your unique risk profile.
Beyond investments, I guide clients on tax efficiency and estate planning—areas often overlooked by conventional advisors.
Experience
Assistant Manager
Citi India · Mumbai Area, India
Feb 2018 – Dec 2018
My role at Citibank included managing monies, by investing in the markets, for HNI’s and Ultra HNI’s by following a goal building process. Major emphasis was given to portfolio and risk management
Education
- Sydenham Institute of Management Studies, Research and Entrepreneurship Education — Masters, Finance · 2015 – 2017
- Chatrabhuj Narsee memorial school — Schooling · 2005 – 2009
Skills
Management ProfessionalEquity ResearchMicrosoft ExcelAnalysisManagementLeadershipPublic Speaking