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Punit Agarwal

HSBC | CA | CFA Level 1 (cleared) | B.Com (H)

India

6+ years of work experience

HSBC
Dec 20251 yrPresent

Bengaluru, Karnataka, India

CIB Front Office | Debt Capital Market (DCM)
HSBC
Oct 20232 yrs 3 mosDec 2025

Chennai, Tamil Nadu, India

Chegg India
May 20216 mosOct 2021

Kolkata, West Bengal, India

Assist the students of United States in the subject of Accountancy. Some of the key responsibilities undertaken: > Doubt Solving > Preparation of research report > Solving Final Accounts problems, etc.
Aug 20203 yrs 2 mosSep 2023

Kolkata, West Bengal, India

Punit’s AI Stack

aistudio
aistudio
claude
claude
gemini
gemini
Microsoft Copilot
Microsoft Copilot

Education

CFA institute

CFA L1

CFA institute

20242024

CA

The Institute of Chartered Accountants of India

20185 yrs2023

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Headline

HSBC | CA | CFA Level 1 (cleared) | B.Com (H)

About

I am a Chartered Accountant (CA) from the 2023 batch, with a strong academic foundation, having completed my B.Com (Hons) from Calcutta University. Alongside my CA qualification, I have successfully completed CFA Level 1 and am currently preparing for CFA Level 2 to further strengthen my expertise in finance. Currently, I am contributing my expertise as a Consultant at HSBC, where I am enhancing my skills in the financial sector and helping drive business success through strategic insights and unique solutions. Prior to joining HSBC, I completed my three years of practical training at GP Agrawal & Co., gaining hands-on experience in Statutory Audit and Internal Audit. During this time, I worked with both listed and unlisted clients, developing a well-rounded skill set in auditing practices and client management.

Location

India

AI stack

aistudio

claude

gemini

Microsoft Copilot

Work experience

Senior Analyst - Capital Markets and Advisory at HSBC, Dec 2025 - Present · 1 yr, Bengaluru, Karnataka, India, CIB Front Office | Debt Capital Market (DCM)

Consultant - Finance Solution Group at HSBC, Oct 2023 - Dec 2025 · 2 yrs 3 mos, Chennai, Tamil Nadu, India

chegg expert at Chegg India, May 2021 - Oct 2021 · 6 mos, Kolkata, West Bengal, India, Assist the students of United States in the subject of Accountancy. Some of the key responsibilities undertaken: > Doubt Solving > Preparation of research report > Solving Final Accounts problems, etc.

Articled Assistant at G.P. Agrawal & Co., Aug 2020 - Sep 2023 · 3 yrs 2 mos, Kolkata, West Bengal, India

Education

CFA L1, CFA institute

CA, The Institute of Chartered Accountants of India

Punit Agarwal - Senior Analyst - Capital Markets and Advisory in India | Tal