Vikas Agrawal
Founder & CEO at AIF & PMS Experts India- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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Bio
Shant Sheel Shukla
Vikas is a go getter, creator and excellent business developer.He also specializes in hiring , back office and sales. He has worked across the geographies of Rest of Maharashtra and South India, and proved his mettle.I am pretty sure je will guide his new venture Aif and Pms advisors to greater heights.
Kshitiz Mahajan
I know vikas since last 8 years. He has grown leaps ans bounds on the basis of his knowledge and relationship with clients/ partners. Very enthusiastic and dynamic individual who understands investment space to the core. Always keen to learn and share his learnings. Well done brother
Ritesh Shukla
i have worked with Vikas for 4 years.... amazing individual ... perfect amalgamation of techinal and fundamental knowledge of stock market, specially AIF & PMS. Very few ppl have understanding of AIF and PMS and he is among best available in west. His passion and dedication for markets makes him perfect choice for taking advice abt markets, AIF and PMS.
Shant Sheel Shukla
Vikas is a go getter, creator and excellent business developer.He also specializes in hiring , back office and sales. He has worked across the geographies of Rest of Maharashtra and South India, and proved his mettle.I am pretty sure je will guide his new venture Aif and Pms advisors to greater heights.
Kshitiz Mahajan
I know vikas since last 8 years. He has grown leaps ans bounds on the basis of his knowledge and relationship with clients/ partners. Very enthusiastic and dynamic individual who understands investment space to the core. Always keen to learn and share his learnings. Well done brother
Ritesh Shukla
i have worked with Vikas for 4 years.... amazing individual ... perfect amalgamation of techinal and fundamental knowledge of stock market, specially AIF & PMS. Very few ppl have understanding of AIF and PMS and he is among best available in west. His passion and dedication for markets makes him perfect choice for taking advice abt markets, AIF and PMS.
Shant Sheel Shukla
Vikas is a go getter, creator and excellent business developer.He also specializes in hiring , back office and sales. He has worked across the geographies of Rest of Maharashtra and South India, and proved his mettle.I am pretty sure je will guide his new venture Aif and Pms advisors to greater heights.
Kshitiz Mahajan
I know vikas since last 8 years. He has grown leaps ans bounds on the basis of his knowledge and relationship with clients/ partners. Very enthusiastic and dynamic individual who understands investment space to the core. Always keen to learn and share his learnings. Well done brother
Ritesh Shukla
i have worked with Vikas for 4 years.... amazing individual ... perfect amalgamation of techinal and fundamental knowledge of stock market, specially AIF & PMS. Very few ppl have understanding of AIF and PMS and he is among best available in west. His passion and dedication for markets makes him perfect choice for taking advice abt markets, AIF and PMS.
Shant Sheel Shukla
Vikas is a go getter, creator and excellent business developer.He also specializes in hiring , back office and sales. He has worked across the geographies of Rest of Maharashtra and South India, and proved his mettle.I am pretty sure je will guide his new venture Aif and Pms advisors to greater heights.
Kshitiz Mahajan
I know vikas since last 8 years. He has grown leaps ans bounds on the basis of his knowledge and relationship with clients/ partners. Very enthusiastic and dynamic individual who understands investment space to the core. Always keen to learn and share his learnings. Well done brother
Ritesh Shukla
i have worked with Vikas for 4 years.... amazing individual ... perfect amalgamation of techinal and fundamental knowledge of stock market, specially AIF & PMS. Very few ppl have understanding of AIF and PMS and he is among best available in west. His passion and dedication for markets makes him perfect choice for taking advice abt markets, AIF and PMS.
Experience
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AIF & PMS Experts India
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India
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Financial Services
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1 - 100 Employee
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Founder & CEO
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May 2020 - Present
Wealth management thought unconventional way of Alternate investing and portfolio management services Wealth management thought unconventional way of Alternate investing and portfolio management services
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MOTILAL OSWAL WEALTH MANAGEMENT LIMITED
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India
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Financial Services
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100 - 200 Employee
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Senior Vice President and Head -ROMG
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Nov 2018 - May 2020
Wealth management
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Vice President
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Aug 2018 - May 2020
Wealth creations
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Vice President & Zonal Head- South
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May 2013 - Aug 2018
To Increase overall Funds under Management and grow market share & profitability in entire Southern Region for both PMS & Mutual Funds business. To established brand MOAMC in the region & Increase its foot print in other emerging market like Chennai, Kerala & Hyderabad. Increase Distribution channel both Direct and Indirect Achieve high standard of regulatory and compliance diligence and meet all audit and compliance guidelines & well co-ordination with… Show more To Increase overall Funds under Management and grow market share & profitability in entire Southern Region for both PMS & Mutual Funds business. To established brand MOAMC in the region & Increase its foot print in other emerging market like Chennai, Kerala & Hyderabad. Increase Distribution channel both Direct and Indirect Achieve high standard of regulatory and compliance diligence and meet all audit and compliance guidelines & well co-ordination with registrar. Working with investment team closely &, providing write-ups/feedback to investment team and performing functional work Show less To Increase overall Funds under Management and grow market share & profitability in entire Southern Region for both PMS & Mutual Funds business. To established brand MOAMC in the region & Increase its foot print in other emerging market like Chennai, Kerala & Hyderabad. Increase Distribution channel both Direct and Indirect Achieve high standard of regulatory and compliance diligence and meet all audit and compliance guidelines & well co-ordination with… Show more To Increase overall Funds under Management and grow market share & profitability in entire Southern Region for both PMS & Mutual Funds business. To established brand MOAMC in the region & Increase its foot print in other emerging market like Chennai, Kerala & Hyderabad. Increase Distribution channel both Direct and Indirect Achieve high standard of regulatory and compliance diligence and meet all audit and compliance guidelines & well co-ordination with registrar. Working with investment team closely &, providing write-ups/feedback to investment team and performing functional work Show less
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Daiwa Asset Management
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1 - 100 Employee
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Regional Head
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2011 - 2013
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Associate Vice President
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Dec 2007 - May 2011
Resposible to Increase the market share of HSBC Mutual Fund in Rest of Maharashtra region which includes raising asset for PMS as well. Resposible to Increase the market share of HSBC Mutual Fund in Rest of Maharashtra region which includes raising asset for PMS as well.
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SBI MUTUAL FUND
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India
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Financial Services
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700 & Above Employee
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Relationship Manager
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Aug 2006 - Dec 2007
Sales and Marketing Mutual Fund Products of SBI Funds Management. Activate & support to more than 250 SBI Branches across the Region. Planning, strategies and implementing other promotional activities. Sales and Marketing Mutual Fund Products of SBI Funds Management. Activate & support to more than 250 SBI Branches across the Region. Planning, strategies and implementing other promotional activities.
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Education
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2021 - 2022
FLAME University
Flame Incubator Program, Management study -
2002 - 2004
ISB&M
Post Graduate diploma in business management, Marketing & Finance -
1999 - 2002
Shri Shankaracharya college, Bhilai
Bachelor of Commerce (BCom), Commerce -
1987 - 1999
Bsp school, Bhilai
12, Pcm
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