About Me
Agrasen Finserv Private Limited is a leading wealth management firm led by expert Chartered Accountants, dedicated to guiding families toward financial well-being. Acting as a personal CFO, we help clients make optimal decisions across investments, insurance, taxation, and more. Our mission is to create financial freedom with zero stress, ensuring a secure and prosperous future.
Experience & Qualification
- Qualification : -
- Experience as an Advisor :
-
- Total work Experience : -
Services and Advisory Offered
- Comprehensive Guidance
- Retirement Corpus
- Children Education & Marriage Planning
- Tax Saving & Planning
- House Purchase Planning
- Wills & Succession Planning
- Insurance Advisory Service
- Wealth Management
- NRI Services
- Investment Recovery Services
License
- Mutual Fund - ARN No. 124583 - Validity
(18/04/2023) To (27/06/2026)