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Ajay Agarwal profile image

Ajay Agarwal

Analyst at Amana Global Partners
Intro Book
Chartered Accountant with expertise in audit and financial services.
  • Claim this Profile
Location
Mumbai, Maharashtra, India, IN
Skills
  • Bank Audits
  • Statutory Audit
  • Internal Audit
  • Tax Audits
  • Loan Auditing
  • Show all
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Bio

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Ajay Agarwal is a seasoned Chartered Accountant with 10+ years of experience in audit and financial services. He has worked with top firms like Morgan Stanley and Amana Global Partners, conducting due diligence and preparing research reports. He holds certifications in Financial Modeling and Valuation.

Credentials

  • Certificate in Financial Modeling and Valuations
    The WallStreet School
    May, 2021
    - Apr, 2026
  • Advanced Financial Modeling and Valuation
    Udemy
    Jan, 2021
    - Apr, 2026

Experience

  • Amana Global Partners
    • Mumbai Area, India
    • Analyst
      • Aug 2019 - Present
      • Mumbai Area, India

      Conducting due diligence across alternative investments and preparing research reports

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Associate
      • Jan 2019 - Aug 2019

    • Associate
      • Dec 2016 - Dec 2018

      Institutional Equity Division

  • Bansal Bansal & Co
    • Andheri
    • Employee
      • Oct 2015 - Sep 2016
      • Andheri

  • Bansal Bansal and Co
    • Mumbai, Maharashtra, India
    • Articled Assistant
      • Jul 2013 - Sep 2015
      • Mumbai, Maharashtra, India

  • Karm & Co - India
    • Mumbai Area, India
    • Articled Assistant
      • Sep 2012 - Jul 2013
      • Mumbai Area, India

Education

  • 2011 - 2016
    The Institute of Chartered Accountants of India
    Chartered Accountant, Auditing, Taxation etc
  • 2017 - 2019
    CFA Institute
    CFA, Finance, Equity, Derivatives, Fixed Income
  • 2014 - 2016
    The Institute of Company Secretaries of India
    CS professional grp 3 cleared, Etihcs, Governance, Taxation
  • 2011 - 2014
    Hinduja College
    Bachelor of Commerce (B.Com.), Business/Commerce, General
  • 1999 - 2009
    St Mary's High School
    SSC

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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