Piyush Agarwal

Founding Member at 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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Get your portfolio #ReviewedByExperts. Download Dezerv Wealth Monitor now. Dezerv is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. Since inception, our clients have trusted us with over 2000+ crs of their assets. At Dezerv, we aim to deliver: - Comprehensive assessment of your investment portfolio from India's leading investment experts - Diversified portfolios to help you create long-term wealth using scientific allocation strategies - Day-to-day active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund portfolio from investment experts.


Headquarters

Mumbai, India

Employees

51-200

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