Kavita Agarwal is a SEBI-registered research analyst with over twelve years of experience in stock market research and advisory services. Her registration number is INH000010982. She specializes in swing and momentum trading.
Kavita Agarwal: Education and Early Career
Kavita Agrawal holds a B.Com in Accounting and Finance from St. Xavier’s College, Kolkata. Then, She earned the Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) certifications from the CFA Institute, demonstrating her expertise in fundamental and technical analysis.
Kavita Agrawal began her career as an Assistant Technical Analyst intern at Kredent Brokerage Services Pvt Ltd. She then advanced to a Research Analyst position at Kredent Academy, where she honed her analytical skills. Following this, she worked as a Corporate Finance Associate at Moore Stephens Singhi & Co., gaining valuable experience in financial management. Her career progressed further when she took on the role of Economic Advisor at Royal Dutch Shell, where she contributed her expertise to the global energy company.
EXP Invest By Kavita Agarwal
In 2020, Kavita founded EXP Invest, a pioneering financial services company specializing in stock market research, cryptocurrency trading and analysis, and portfolio management services for high-net-worth individuals. The firm also produces institutional research reports. Additionally, she is actively involved in designing, moderating, and delivering workshops and seminars for students.
She created the ‘Trade Together Program’ to revolutionize swing trading for retail traders and subsequently launched the ‘Advance Technical Analysis Training Program,’ a series of live sessions to enhance trading skills.
Services offered
- Swing Trading Subscription
- Advanced Swing Trade Training
- Portfolio Management Services
- Long-Term Investment Plan
- Consultation
- Portfolio CleanUp
Kavita Agarwal: Strategy
Kavita Agrawal’s investment strategy for swing trading involves a meticulous stock selection and monitoring approach. She emphasizes the unique price action of each stock, particularly focusing on the Relative Strength Index (RSI) during trend corrections. Her method includes maintaining a dynamic watchlist of approximately 200 stocks categorized into four groups:
- Red Category: Inactive stocks not in a primary bull trend, monitored for potential bottom reversals.
- Orange Category: Stocks showing potential for swing trades based on initial screening.
- Pink Category: Stocks under active monitoring, nearing all entry criteria.
- Green Category: Stocks meeting all conditions and actively engaged in swing trades.
Agrawal advocates for working with a limited watchlist to allow in-depth analysis and better decision-making, ensuring thorough stock coverage. Her approach combines price action analysis with indicators to optimize swing trading opportunities.
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FAQs About Kavita Agarwal
Who is Kavita Agrwal?
Kavita Agarwal is a SEBI-registered research analyst with registration number INH000010982.
What is the qualification of Kavita Agarwal?
Kavita Agarwal is a B.com graduate. She also earned the Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) certifications from the CFA Institute.
How can you avail the services of Kavita Agarwal?
You can avail Kavita Agarwal’s financial services through her firm, EXP Invest.
What are the specializations of Kavita Agarwal as a stock market analyst?
As an expert in fundamental and technical analyses, Kavita Agarwal specializes in swing and momentum trading.
