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Arvind Agrawal
Executive Director - Private Wealth & Investment Services at Iventures Capital
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Work Experience
Executive Director - Private Wealth & Investment Services
Jul 2014 - Present ยท 10 years and 5 months
ICICI Securities Private Wealth
Sr. Financial Advisor - Private Wealth Management
Jul 2013 - Jul 2014 ยท 1 years
Exclusive Relationship Manager - Nri
Nov 2012 - Jun 2013 ยท 7 months
Company Details
11-50 Employees
๐๐‘๐€๐๐ƒ ๐’๐“๐Ž๐‘๐˜ Drawing from decades of experience in investment banking, ๐๐ข๐ซ๐ฆ๐š๐ฅ ๐๐š๐ง๐ฌ๐š๐ฅ, ๐…๐จ๐ฎ๐ง๐๐ž๐ซ ๐ƒ๐ข๐ซ๐ž๐œ๐ญ๐จ๐ซ & ๐š ๐ฌ๐ž๐š๐ฌ๐จ๐ง๐ž๐ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐๐š๐ง๐ค๐ž๐ซ ๐ซ๐ž๐œ๐จ๐ ๐ง๐ข๐ณ๐ž๐ ๐ญ๐ก๐ž ๐ง๐ž๐ž๐ ๐Ÿ๐จ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฅ๐ข๐ญ๐ž๐ซ๐š๐œ๐ฒ ๐š๐ฆ๐จ๐ง๐ ๐ฌ๐ญ ๐ญ๐ก๐ž ๐œ๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ. iVentures Wealth Management was thus set up in 2005 along with a team of CFA analysts with a vision to empower individuals & families to make money work in their favour & achieve financial well-being to create an enduring legacy. Built on the fundamentals of ๐ญ๐ซ๐ฎ๐ฌ๐ญ, ๐ข๐ง๐ญ๐ž๐ ๐ซ๐ข๐ญ๐ฒ ๐š๐ง๐ ๐ญ๐ซ๐š๐ง๐ฌ๐ฉ๐š๐ซ๐ž๐ง๐œ๐ฒ, ๐ข๐•๐ž๐ง๐ญ๐ฎ๐ซ๐ž๐ฌ ๐จ๐Ÿ๐Ÿ๐ž๐ซ๐ฌ ๐Ÿ๐ข๐๐ฎ๐œ๐ข๐š๐ซ๐ฒ ๐ฌ๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ ๐ญ๐ก๐š๐ญ ๐ง๐ž๐ข๐ญ๐ก๐ž๐ซ ๐ฆ๐ข๐ฌ-๐ฌ๐ž๐ฅ๐ฅ๐ฌ ๐ง๐จ๐ซ ๐ฆ๐ข๐ฌ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐ฌ. We instead take pride in fostering 2000+ meaningful relationships & managing over 500 CR. worth of assets on behalf of prominent UHNI CEOS, CXOs, CTOs, Founders, Promoters & Family Offices. ๐–๐„ ๐‡๐€๐•๐„ ๐–๐‡๐€๐“ ๐˜๐Ž๐” ๐–๐€๐๐“ Our bespoke investing landscape offers a wide array of financial products & services: ๐Ÿ“Œ Portfolio Management Services ๐Ÿ“Œ Alternative Funds ๐Ÿ“Œ Global ETFs, Bonds ๐Ÿ“Œ Fixed Income Securities ๐Ÿ“Œ Hedge Funds ๐Ÿ“Œ Mutual Funds ๐Ÿ“Œ Estate Plan ๐Ÿ“Œ Trading ๐˜๐Ž๐” ๐–๐€๐๐“ ๐–๐‡๐€๐“ ๐–๐„ ๐‡๐€๐•๐„ ๐Ÿ‘‰ Exclusive strategies that compounds your financial returns. ๐Ÿ‘‰ Thematic investment opportunities in disruptive innovation technologies. ๐Ÿ‘‰ Tailor made portfolios across asset classes AIF, PMS, Fixed Income securities, International Pre-IPO. ๐Ÿ‘‰ Client centric research experts. ๐Ÿ‘‰ Access to leading fund managers and market veterans. ๐Ÿ‘‰ Join the path of 2000+ investors to 10X your net-worth. ๐–๐‡๐€๐“ ๐˜๐Ž๐” ๐‚๐€๐ ๐ƒ๐Ž? Rely on us as your accountable partners who are there to assist you in achieving your financial vision. ๐๐ข๐œ๐ค ๐š ๐๐š๐ญ๐ž & ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ซ๐ž๐ฌ๐ž๐ซ๐ฏ๐ž ๐š ๐ฉ๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐ฌ๐ž๐ฌ๐ฌ๐ข๐จ๐ง ๐ฐ๐ข๐ญ๐ก ๐จ๐ฎ๐ซ ๐‚๐…๐€ ๐š๐ง๐š๐ฅ๐ฒ๐ฌ๐ญ๐ฌ.
Year Founded
2005
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Vipul Agora, MG Road 12 Gurugram, Haryana 122001, IN
Keywords
EquitiesF&OForeign CurrencyCommodities and Capital FinancingInsuranceand Real EstateReal Estate
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