richa agarwal

I've managed seven investment portfolios worth ₹949,000 at Poonji Vidhya, improving returns by 5% through strategic investments. I also produced 10+ IPO reports, built financial models and DCF valuations, and researched mutual funds, pension plans, and insurance policies.

At Mittal Agarwal & Associates, I scrutinized financial statements for 10 SMEs, performed statutory audit procedures, and compiled reports under IFRS and GAAP. My audit efforts reduced review cycles by 20% while supporting regulatory compliance.

Previously at Supreme Syndicate, I improved budget accuracy by 90%, reconciled financial records with 99% accuracy, and built a database of 1,000+ former customers to reactivate client relationships. I also set up a Flipkart seller account and created 20+ product listings.

I'm pursuing an MMS in Business Finance and CFA Level I, with hands-on training in Bloomberg Market Concepts, financial statement analysis, credit risk modelling, and investment banking valuation and M&A processes.