Dezerv
Piyush Agarwal is a seasoned finance professional with extensive experience in wealth management and investment advisory. Currently, Piyush serves as a Founding Member at Dezerv since March 2023 and is actively involved with the Capital Markets and Investor Protection Committee at The Institute of Chartered Accountants of India. Previously, Piyush held the position of AVP - Wealth Advisory at INDmoney, specializing in fee-based advisory for ultra-high-net-worth individuals and family offices. Piyush has also managed high-value relationships as a Preferred Wealth Manager at Edelweiss Wealth Management. Early career experiences include roles at YASH Management Consulting Ltd., Haribhakti & Co., and volunteering for Masoom Lighting Up Night Schools. Piyush holds the Chartered Financial Analyst (CFA) designation and has completed a Chartered Accountant program along with specialized training in financial modeling and investment banking.
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Dezerv
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