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Nikunj Agarwal

Finance & Capital Markets professional · Executive MBA student · CFA Level I Passed

Jamshedpur, India

@nikunj_agarwal

0 followers

🎓 Executive MBA - Capital Markets & Trading at Masters' Union University · Graduating 2026

About

Finance graduate and Executive MBA participant with experience in strategy, financial modelling, market research, and portfolio analysis. CFA Level I passed, with hands-on exposure to client-facing research and investment analysis and self-directed trading experience.

Experience

  • Independent Market Trader
    Self-directed
    2023 – Present

    Actively follow and trade equity and index markets using technical analysis, price action and volume-based observations. Conduct pre-trade research, identify market setups and define entry and exit levels with a disciplined approach to risk. Monitor macroeconomic events, sector developments and market sentiment to support trading decisions.

  • Independent Market Trader
    Self-directed
    2023 – Present

    Actively follow and trade equity and index markets using technical analysis, price action and volume-based observations. Conduct pre-trade research, identify market setups and define entry and exit levels with a disciplined approach to risk. Monitor macroeconomic events, sector developments and market sentiment to support trading decisions.

  • Brand & Strategy Intern - Risk Advisory
    Deloitte · Delhi
    Jun 2023 – Aug 2023

    Supported a pan-India sales-growth engagement for Hamdard by diagnosing business challenges and contributing to strategy development and implementation. Built financial forecasts and models to support planning and decision-making. Conducted market research to assess new-product opportunities and potential market expansion.

  • Brand & Strategy Intern - Risk Advisory
    Deloitte · Delhi
    Jun 2023 – Aug 2023

    Supported a pan-India sales-growth engagement for Hamdard by diagnosing business challenges and contributing to strategy development and implementation. Built financial forecasts and models to support planning and decision-making. Conducted market research to assess new-product opportunities and potential market expansion.

  • Research Intern
    Money Management India
    May 2021 – Jun 2021

    Reviewed portfolio performance and supported strategy updates across more than 10 client portfolios. Developed Excel-based models using three years of mutual-fund data to support capital-allocation decisions. Prepared research reports covering equities, bonds and mutual funds to support internal analysis.

  • Research Intern
    Money Management India
    May 2021 – Jun 2021

    Reviewed portfolio performance and supported strategy updates across more than 10 client portfolios. Developed Excel-based models using three years of mutual-fund data to support capital-allocation decisions. Prepared research reports covering equities, bonds and mutual funds to support internal analysis.

Education

  • Executive MBA - Capital Markets & Trading
    Masters' Union University
    Capital Markets & Trading · Oct 2025 – Oct 2026
  • Bachelor of Commerce
    Financial Markets · Sep 2020 – Mar 2023
  • Class XII
    Chinmaya International Residential School
    Commerce · 2018 – 2020
  • Class X
    Carmel Junior College
    2018 – 2018

Skills

2 to 5 years 2 to 5 years Several years of experience.
3 to 6 months 3 to 6 months A few months of practice with it.
<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.

Tools / apps / platforms

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Microsoft Excel

Courses & certifications

  • Virtual Experience J.P. Morgan Markets · J.P. Morgan
  • Virtual Experience Citi APAC Investment Banking · Citi
  • Financial Training Excel Crash Course · Corporate Finance Institute (CFI)
  • Virtual Experience J.P. Morgan Markets · J.P. Morgan
  • Virtual Experience Citi APAC Investment Banking · Citi
  • Financial Training Excel Crash Course · Corporate Finance Institute (CFI)

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