- Our Team
Meet the minds behind your financial success
Ankit Agarwal
As the Head of Mutual Funds within ACA wealth, Ankit leads the strategic direction and operational management of the firm’s mutual fund offerings. With over 10 years of experience in asset management and investment strategies, Ankit plays a critical role in ensuring the success of the division by overseeing fund performance, optimizing investment processes, and delivering exceptional client outcomes.
In this capacity, Ankit is responsible for managing a diverse range of mutual fund products, ensuring compliance with regulatory standards, and working closely with portfolio managers, analysts, and sales teams to develop and refine investment strategies. Ankit brings a deep understanding of market trends, risk management, and client needs, ensuring that mutual fund solutions align with both the firm’s goals and investors’ expectations.
Ankit is A Chartered Accountant by qualification. Dedicated to continuous growth, Ankit is committed to driving innovation and excellence in mutual fund management to meet the evolving needs of investors.
Sagar Shah
As the Head of Research within ACA wealth, Sagar Shah leads a dynamic team responsible for delivering cutting-edge market insights, investment strategies, and financial research to support the firm’s wealth management and mutual fund offerings. With over 10 years of experience in financial research, analysis, and portfolio management, [Name] plays a pivotal role in shaping the division’s strategic direction by ensuring data-driven decision-making and investment excellence.
In this leadership role, Sagar is responsible for overseeing the research process, including macroeconomic analysis, equity and fixed-income research, and the development of proprietary investment models. Sagar collaborates closely with portfolio managers, analysts, and the broader leadership team to identify market trends, assess investment opportunities, and provide actionable insights that inform both long-term strategy and short-term tactical decisions.
Prior to joining AC AGARWAL, Sagar shah held senior research positions at Trushine Advisors LLP, where they built a reputation for producing high-quality research that drove investment performance and supported client satisfaction. Sagar has a proven track record in leading research teams, integrating advanced technology and analytics into research practices, and fostering a culture of continuous learning and innovation.
Sagar holds a M.M.S in Finance from Mumbai University, along with professional certifications such as NISM – Research Analyst, and is a frequent speaker and contributor to industry publications. Committed to excellence and thought leadership, Sagar remains at the forefront of industry trends, ensuring that ACA Wealth research capabilities continue to provide a competitive edge in wealth management.
Shivanshu Singh
Shivanshu is the Head of Research and Wealth Management at A C Agarwal Share Brokers, bringing nearly eight years of hands-on experience in equity research, portfolio advisory, and capital markets. A CFA Charterholder, ACCA Member, FRM Charterholder, and LLB graduate, Shivanshu combines a strong academic foundation with practical market insight. He possesses a deep understanding of various investment products, asset classes, and wealth strategies, enabling him to craft tailored solutions for diverse client needs. Shivanshu is dedicated to serving clients with transparency, placing their interests at the forefront of every decision. At A C Agarwal, he is responsible for driving the strategic growth of the Wealth Division while strengthening research capabilities.
Mridul Khandelwal
Mridul is a seasoned leader with extensive experience in driving growth, managing operations, and fostering client relationships in the wealth management industry. With a career spanning over years, Mridul has successfully led teams, developed innovative strategies, and implemented scalable solutions that cater to the diverse financial goals of clients.
As the Head of Business at ACA wealth , Mridul oversees core business functions, including strategy development, client acquisition, and revenue optimization. He is instrumental in building a high-performing team culture and ensuring the firm’s services are aligned with industry best practices and regulatory standards.
Mridul brings a deep understanding of investment strategies, risk management, and client-centric service delivery. Under his leadership, the firm has achieved significant milestones, including specific achievements, expanding to new markets, launching innovative investment products
A firm believer in continuous learning and adaptability, Mridul stays ahead of industry trends to deliver value-driven solutions. He is an ACCA UK Member and is committed to empowering clients to achieve their financial aspirations through tailored wealth management strategies.
Naman Agarwal
As the Head of Operations for the Wealth Division at ACA wealth Naman brings over 4 years of experience in financial services, with a deep focus on wealth management, operational efficiency, and strategic execution. In this leadership role, Naman is responsible for overseeing the daily operations of the division, ensuring seamless service delivery, and optimizing processes to drive both client satisfaction and business growth.
With a strong background in risk management, compliance, and process improvement, Naman works closely with senior leadership to implement innovative solutions that enhance the division’s operational capabilities and support its clients’ evolving needs. Naman is adept at balancing operational efficiency with a commitment to maintaining the highest standards of client service, helping to ensure that wealth management strategies are executed flawlessly.
Naman holds a MBA in Family Businesses from SPJIMR. A passionate advocate for continuous improvement, Naman remains at the forefront of industry trends, utilizing emerging technologies to drive operational excellence within the wealth management space.
Sagar Shah
As the Head of Distribution for the Wealth Division at A C Agarwal Share Brokers Pvt Ltd, Sagar Shah is responsible for driving the strategic growth and expansion of the firm’s wealth management products and services across multiple distribution channels. With over 9 years of experience in sales, client relationships, and distribution strategy, Sagar Shahleads the development and execution of the division’s distribution efforts, ensuring that products reach the right audiences and generate sustainable business growth.
In this role, Sagar Shah oversees the sales and distribution teams, focusing on building and nurturing strong relationships with financial advisors, institutional clients, and other key stakeholders. Sagar Shah collaborates closely with senior leadership to refine go-to-market strategies, improve client
engagement, and enhance the distribution of mutual funds, investment products, and tailored wealth management solutions.
Before joining A C Agarwal Share Brokers Pvt Ltd , Sagar Shah held senior leadership positions at Turtle Wealth Managment Pvt Ltd , Arihant Capital Pvt Ltd, Phillips Capital India Pvt Ltd & Dolat Capital Pvt Ltd where they successfully expanded market reach, developed distribution strategies for both retail and institutional clients, and implemented innovative sales models that drove revenue growth. Sagar Shah is known for their ability to understand client needs, create personalized solutions, and foster long-term relationships that ensure sustained business success.
Sagar Shah holds a MBA in Finance from Mumbai University, along with certifications such as
NISM XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination,
NISM-Series-VIII: Equity Derivatives Certification Examination &
NISMS05A-NISM-Series-V-A: Mutual Fund Distributors Certification Examination.
A passionate advocate for client-centric distribution, Sagar Shah is committed to driving excellence in every aspect of the distribution process, ensuring that the wealth division’s offerings align with client expectations and market demands
Devansh Maheshwari
Devansh Maheshwari is a detail-oriented and analytical professional specializing in equity research and investment analysis. As a Research Associate at AC Agarwal Share Brokers, he plays a pivotal role in identifying investment opportunities, conducting in-depth market research, and delivering actionable insights to support the firm’s portfolio strategies.
With a strong foundation in financial modeling and valuation techniques, Devansh excels in analyzing industry trends, company fundamentals, and macroeconomic factors to aid in investment decision-making. He collaborates closely with the portfolio management team to provide data-driven recommendations that align with clients’ financial goals and the firm’s strategic vision.
Devansh is a Qualified ACCA and holds a B.Com (Hons.) in International Finance degree. He is pursuing a CFA to deepen his expertise in investment research. He is passionate about staying abreast of global financial markets and contributing to the firm’s commitment to delivering exceptional value to its clients.