Aditya Agarwala, CMT

Critic
DISC Type : C

Co-Founder & Director at Invest4Edu Pvt. Ltd.

Mumbai, Maharashtra, India

Overview

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.

Personality Overview

Negotiator

ROI Driven

Objective Thinker

They prefer to do logical analysis and value evidence over emotions.  They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

Topics They Care 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.
Technical Analysis
As a Chartered Market Technician (CMT), he frequently shares his expertise on market trends and trade ideas with major financial media outlets.

Media Appearances

Aditya has no verified media appearances

Work History

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

Education

IPCC from The Institute of Chartered Accountants of India
2004 - 2007
B.Com.(Honours) from University of Calcutta

More Information

Social Presence :

Prographics :

Exp : 16 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Co-Founder & Director at Invest4Edu Pvt. Ltd.
URL has been copied!

Insights For Selling To Aditya

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aditya is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Aditya

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Aditya move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Aditya take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Aditya

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.