Paluck agarwal CFA Charter Holder
1 Review

I am a CFA Charter holder with over 12 years of experience in the capital markets as a professional investor and investment manager. My journey began in KPMG, where I gained valuable corporate experience before venturing into entrepreneurship. As an entrepreneur, I have established my own business and successfully navigated the intricacies of the finance industry.

In addition to my corporate background, I am passionate about mentoring CFA aspirants and helping them excel in the most challenging finance exam in the world. I started my own journey in a different field, graduating as a biotechnology engineer. However, my dedication to learning and my fascination with the finance industry led me to transition into the field of finance. Earning the CFA charter has been instrumental in my professional growth, enabling me to add value both in terms of expertise and investment management.

As a teacher, my passion for learning and teaching is evident in my approach. I am fully invested in the entire learning process, going beyond simply delivering lectures. I adopt a mentoring approach with all my students, guiding them step by step towards mastery of the subject matter. I believe in teaching the foundational concepts first and then emphasizing their practical applications. It is important to me that my students not only grasp the theories but also gain hands-on experience through extensive practice and practical assignments.

In addition to academic knowledge, I also share insights on investments with interested students. I firmly believe that education should extend beyond the classroom, and I encourage my students to apply the knowledge they acquire in real-life scenarios. Learning, in my view, is a lifelong journey, and I strive to instill this belief in my students.

One of the most rewarding aspects of being a teacher is the opportunity to learn from my students. Engaging with them in the classroom fosters a reciprocal exchange of knowledge and ideas. This continuous learning process is what I truly cherish about my profession.

In summary, as a CFA Charter holder and experienced professional in the capital markets, I bring a wealth of knowledge and practical insights to my teaching. I am dedicated to guiding my students towards academic success and practical application of finance principles. My mentoring approach, emphasis on practice, and belief in lifelong learning contribute to a rewarding learning experience for all involved.

Subjects

  • Finance Beginner-Intermediate

  • Corporate Finance Beginner-Expert

  • Finance and Economics Beginner-Expert

  • CFA Level 1

  • Portfolio Management Beginner-Expert

  • CFA India Beginner-Expert

  • Equity and Capital markets Beginner-Expert

  • CFA level II

  • CFA Level III

  • M.B.A.

  • Finance Derivatives Beginner-Expert

  • Quant Finance Beginner-Expert

  • Fixed Income Beginner-Expert

  • Financial Reporting and Analysis Beginner-Expert

  • Alternative Investments Beginner-Expert

  • Derivatives and alternative Investments Beginner-Expert

  • CFA level 1 and 2

  • Technical analysis of stock market Beginner-Expert

  • CFA exam preparation tips

  • CFA Exam

Experience

  • Head of Department (Mar, 2020–Present) at Excellence Training Center,Doha Qatar
    Heading the CFA Coaching Department
  • Head Of Department (Sep, 2018–Mar, 2020) at Hi-educare
    Handling the CFA coaching department. Responsible for teaching Level 1, Level 2 & Level 3 candidates.

Education

  • CFA (Dec, 2011–Aug, 2019) from CFA institute, US
  • BE (Oct, 2004–Aug, 2008) from RVCE, BANGALORE–scored 79%

Fee details

    ₹700–5,000/hour (US$8.32–59.46/hour)

    minimum 700/hour

1 Review
5 out of 5

User Photo August 27, 2023
Payment verified US$ 610

Very good

Very good