Aadarsh Deora
Agrasen Finserv Private Limited•Ahmedabad,GJ
301 & 308, Arizona, Near Nav Gujarat College, Usmanpura, Ashram Road, Ahmedabad ,
Ahmedabad, GJ, 380013
301 & 308, Arizona, Near Nav Gujarat College, Usmanpura, Ashram Road, Ahmedabad , Ahmedabad, GJ, 380013
About
Practice at a glance
10
Years of Experience
600
Families Served
₹150
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati
Qualification Completed
QPFP – Qualified Personal Finance Professional
CA – Chartered Accountant
CFA – Chartered Financial Analyst
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-124583
IRDAI Licensed Insurance Agent (General)
ARN-124583
IRDAI Licensed Insurance Agent (Life)
ARN-124583
APMI Registered PMS Distributor
ARN-124583
SIF Distributor (AMFI)
ARN-124583
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Aadarsh Deora.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review