Lakshay Agarwal currently serves as Assistant Manager at HDFC Mutual Fund, where he plays a pivotal role in driving mutual fund distribution, strengthening channel partnerships, and scaling assets under management through a data-led advisory approach. With hands-on experience across B2B and B2C segments, Lakshay has consistently delivered measurable impact fueling AUM growth, expanding SIP penetration, and deepening client trust. His ability to combine relationship-led selling with analytical rigor positions him as a dependable advisor in high-growth portfolio environments.
Prior to his current role, Lakshay built a strong foundation through diverse responsibilities spanning management training, advisory roles, and leadership positions across academic and professional platforms. From driving CRM-led engagement programs to contributing to business development initiatives and managing finance functions, his journey reflects a rare blend of commercial acumen, operational understanding, and stakeholder alignment. Across each role, he demonstrated an ability to scale performance while maintaining transparency, governance, and client-centric execution.
What distinctly sets Lakshay apart is his forward-looking mindset. A strong believer in AI-driven and tech-enabled wealth management, he actively advocates for data-backed decision-making, intelligent portfolio construction, and smarter distribution models. His approach goes beyond conventional advisory leveraging insights, analytics, and automation to deliver consistency, personalization, and long-term value. Lakshay sees technology not as a disruption, but as a powerful enabler of trust, efficiency, and superior client outcomes.
As the wealth management landscape evolves, leaders like Lakshay Agarwal represent the next generation of advisors those who combine execution excellence with innovation thinking. With experience in high-growth portfolios, a deep respect for fiduciary responsibility, and an openness to collaborate with builders in the fintech and AI ecosystem, he is well positioned to help shape a more transparent, resilient, and future-ready investment advisory ecosystem.
Lakshay Agarwal currently serves as Assistant Manager at
