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Sonakshi Agarwal — Portfolio Manager · Scan Holdings Private Limited · New Delhi, Delhi, India.
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About
Intrapreneur, actively managing the equity investments for our single-family office. What drew me to investment management for family offices is the purpose. For me, it is a powerful enabler of long-term wealth preservation and generation, a cornerstone for building multi-generational legacy, and a force for positive impact on society. My research at INSEAD Business School examined how international family offices can better access and benefit from India's dynamic equity markets while navigating cross-border investment complexities. I welcome conversations with fellow family office principals and investment professionals looking to deepen their understanding of India and exchange perspectives on its evolving investment landscape.
Experience
Portfolio ManagerCurrent
Scan Holdings Private Limited · New Delhi, Delhi, India
Jun 2021 – Present
Managing the corporate portfolio for Scan Holdings Group of companies, with special emphasis on building and heading our in-house equity research.
Financial Data Analyst
Bambu B2B Robo Advisor · Singapore
Jul 2019 – Jan 2020
B2B robo-advisory, making digital wealth management easy, better, and faster. I worked with the investments team, building optimal portfolios for clients such as Bank Central Asia and potential clients such as Alliance Bernstein. Also worked on building a model to differentiate between a market dip from a market correction using technical indicators and their application in Python.
Education
Recent activity
How much will NIFTY50 consolidate post the 18600 mark?
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