Aditya Agarwala, CMT in

Aditya Agarwala, CMT

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Co-Founder & Director at Invest4Edu Pvt. Ltd.
📍 Mumbai, Maharashtra, India

Aditya Agarwala is the Co-Founder and Director of Invest4Edu, leveraging over 16 years of experience in equity markets as a SEBI-Registered Research Analyst and Chartered Market Technician. He specializes in developing transparent, rule-based investment strategies to foster wealth creation. Colleagues have described him as hardworking, optimistic, and proficient.

Outside of his financial expertise, Aditya appears to be a cricket enthusiast, having been involved in organizing the "InvestValue Cricket League. " This initiative suggests a passion for the sport and an appreciation for building camaraderie and team spirit through athletic events, reflecting a blend of professional leadership and personal interest.

Adityas firm, Invest4Edu, developed and launched what it calls India’s first personalized tool to help parents plan their childrens educational journey and associated costs.

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Experience
16 Years
Current Role
Co-Founder & Director
Job Level
Leadership
Location
Mumbai, Maharashtra, India
Personality Overview

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Decision Approach
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Priorities

Topics Aditya cares about

Education Planning
As Co-Founder of Invest4Edu, he is focused on empowering parents to fund their children's higher education by tackling issues like education inflation.
Rule-based Investing
His investment philosophy is built on transparent, rule-based methodologies designed to improve portfolio efficiency and responsibly grow wealth for investors across market cycles.
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Career

Work history

4-2022
Co-Founder & Director
Invest4Edu Pvt. Ltd.
4-2022
Head of Research and Investment
Invest4Edu Pvt. Ltd.
1-2014 - 4-2022
Technical Research Analyst
YES SECURITIES
1-2012 - 11-2013
Technical Research Analyst
ULJK Securities Pvt Ltd
1-2011 - 12-2011
Technical Research Analyst
Dimensional Securities Pvt. Ltd.
In the press

Media appearances

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Education
IPCC
The Institute of Chartered Accountants of India
2004 - 2007
B.Com.(Honours)
University of Calcutta
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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