Anant Agarwal CFA, FRM, CAIA, SCR

I’m Anant Agarwal — a CFA, FRM, CAIA, and SCR by qualification, and now a trusted partner to individuals and families seeking financial clarity and growth. An avid long-term investor, a tech lover, an entrepreneur, an independent thinker, a traveller & a passionate financial literacy campaigner. After over six years in global financial services across investment research, consulting, and asset management, I transitioned from advising institutions to guiding individuals. Today, I help clients invest smartly, protect wisely, and plan confidently through mutual funds, insurance, and goal-based financial planning. I have been interviewed and quoted extensively on domestic print media, including The Telegraph, Headlines Kolkata, and on radio shows like 94.3 Radio One Kolkata. My approach is simple: cut through the noise, remove the jargon, and create personalized strategies that align with real-life goals — whether that’s retirement, education, wealth creation, or financial independence.