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
- Not provided
- Experience as an Advisor
- Not provided
- Total Work Experience
- Not provided
Services & 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
Awards & Achievements
No awards or achievements listed.
License Information
- ARN Number
- 124583
- Validity period
- 18/04/2023 - 27/06/2026
