We are a financial planning company, helping individuals take better financial decisions to meet their life goals. Our USP is the personalized advisory we give to each of our clients. Our digital platform provides a seamless investing experience to all our clients.

Financial Planning is about defining the various financial goals, understanding the corpus requirements and drafting and implementing a financial plan to achieve the same. Investors often are unable to decide where to deploy their surplus, how to achieve a good rate of return and how much risk to take. We play the role of advisors cum executors who take on the burden of financial decision making from our clients. With a client relationship model, we ensure that we are in touch with all our clients. With a human face and voice to talk to, clients are assured that their investments are being taken care of. In terms of products, we engage in Mutual Funds, NPS, PMS, AIF, and Loans. In terms of services, our niche is in Goal Based Investing, Insurance Advisory and Tax Planning.
1. Vikash Agarwal, Co-Founder,
2. Shruti Agrawal, Co-Founder,
3. Siddharth Jain, Co-Founder
Mumbai, Delhi, Rachi
Veer Sambhaji Sanskritik Samaj Kendra,
U.P.Nagar, Between ‘b’&’c’ block,
Dr. Ambedkar Road,
Behind Gulshan Dairy Farm,
Khar(west), Mumbai-400052
  • CAGRfunds
  • CAGRfunds

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