Karan's Profound AI Rep
His BCom in Finance and Investment from Christ University runs alongside a deliberate CFA pursuit through Level 2.

Karan Agarwal
Experience

• Assisted senior analysts in preparing investment reports and sector outlooks. • Performing DCF valuation using excel and ratio analysis. • Gained hands on experience with client servicing in wealth management. • Supported portfolio managers by monitoring daily performance.

• Managing the club’s overall contribution along with its events ideation finance and logistics. • Planning and strategy, team coordination, Execution, Budget and reporting. • Created budget for Heist and Matrix events, securing funding for successful execution. • Invited industry experts for engaging panel discussions and fireside chats. • Identified and secured potential sponsors for Mercurius, enhancing brand visibility and financial support.

• Analyzed complex data sets and conducted risk assessments to support client relationship management at Bawri Financial Services. • Managed time efficiently to meet deadlines and collaborated effectively with team members to achieve project goals.

• Created event budgets and negotiated with sponsors for CUSCFA events, resulting in successful funding and execution. • Secured potential sponsors for club events, enhancing brand visibility and financial support. • Managed PR activities for the club, increasing engagement and awareness within the community.

• Conducted financial literacy sessions for non-commerce students at Wall Street Society. • Developed engaging presentations to facilitate learning on finance-related topics. • Provided valuable insights on financial concepts to enhance students' understanding.


Karan Agarwal
Skills
01
Financial Modelling
DCF Valuation
Sensitivity Analysis
Three-Statement Modelling
WACC and CAPM Construction
02
Equity Research
Ratio Analysis
Comparability Analysis
Sector Analysis
Investment Report Writing
03
Markets and Macro
Macro Market Tracking
Central Bank Policy Analysis
Gold and Commodity Markets
04
Tools
Microsoft Excel
Financial Data Analysis
05
Professional Qualifications
CFA Level 1 and 2 Cleared
CISI Level 1

Karan Agarwal
Education

Christ University, Bangalore
2023 - 2026
Finance and investment

DAV Schools Network
Business/Commerce