Vijaya Agrawal

Evaluator
DISC Type : dsc

Founder at Finmojo

Bengaluru, Karnataka, India

Overview

Vijaya Agrawal is a Chartered Accountant, LLB, and DISA-qualified founder of Finmojo. Leveraging her corporate background from PwC and Cummins, she provides fractional CFO services for startups and financial management for high-net-worth individuals, focusing on strategy, bookkeeping, and compliance.

No publicly available information was found regarding Vijayas personal life, hobbies, or interests outside of her professional capacity.

She holds a unique combination of qualifications as a Chartered Accountant (CA), a Bachelor of Laws (LLB), and an Information Systems Auditor (DISA).

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Startup Finance
Her firm, Finmojo, specializes in providing fractional CFO services to guide founders through funding, scaling, and overall financial strategy.
Tax Planning
She frequently posts about tax optimization strategies, explaining how individuals can legally reduce their tax liabilities under different regimes.
Personal Wealth Management
A core service is her role as a "Personal CFO for HNIs, " simplifying wealth, tax, and personal finance management for affluent clients.

Media Appearances

Vijaya has no verified media appearances

Work History

2-2024
Founder at Finmojo
2-2024
Practicing Chartered Accountant at M/s Vijaya & Co., Chartered Accountants
7-2023 - 1-2024
Senior Associate at PwC
9-2020 - 6-2023
Practicing Chartered Accountant at M/s Vijaya Agrawal & Co., Chartered Accountants
5-2018 - 8-2020
Senior manager at Cummins India Ltd

Education

Chartered Accountancy (CA) from The Institute of Chartered Accountants of India
Bachelor of Laws (LLB) from Hitkarini Law College, Jabalpur

More Information

Social Presence :

Prographics :

Exp : 7 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Founder at Finmojo
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Insights For Selling To Vijaya

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vijaya is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Vijaya

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Vijaya move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Vijaya take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Vijaya

Personality Compatibility


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