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Sagar Garg — Financial Advisor · INDmoney · Gurugram, Haryana, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
CFA Level 3 candidate. I am working as a family office manager at IND Money. My area of expertise is financial planning, Portfolio Management. I help clients to start their investments by understanding their goals. I help them to rebalance their current portfolio. I also suggest new investments with respect to mutual funds, stocks, FD by understanding their portfolio.
The area that excite me is Equity Research, Derivatives and Options Trading, Bond valuation.
Experience
Financial AdvisorCurrent
INDmoney · Gurugram, Haryana, India
Aug 2021 – Present
Freelance Writer
StudyMode
Dec 2020 – Aug 2021
I am working as freelancer on the platform called bartleby and providing the best theoretical solutions of subjects like equity valuation, corporate finance, derivatives, portfolio management and Alernative investments. It helps me to recapitulate the concepts related to the finance and help me dive into the subjects.
Education
Skills
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