Ujjawal Agarwal

I am a qualified Chartered Accountant with extensive industry experience in corporate finance, FP&A, commercial strategy, and business planning. With a strong foundation in financial principles and real-world application, I now focus on mentoring CFA candidates to help them succeed not just in exams but in their broader careers in finance and investment management.

My approach combines conceptual clarity with practical insights, drawing from hands-on experience in managing large-scale financial operations, SaaS metrics, deal reviews, and strategic planning at the CXO level. I aim to simplify complex CFA topics — from Financial Reporting and Equity to Ethics and Portfolio Management — and make them relevant to real-world scenarios.

I have led and mentored high-performing finance teams and am passionate about guiding the next generation of finance professionals. Whether you're just starting your CFA journey or looking to deepen your understanding, I offer structured, goal-oriented mentoring that goes beyond the textbook to prepare you for long-term success in the finance industry.