B-42, Kwality Complex, New Panvel. Navi Mumbai, Navi mumbai, 410206
About
A personal finance professional with over seven years of financial industry experience, I enjoy helping individuals and families make confident, informed money decisions. Backed by NISM Series V and QPFP certifications, I combine technical expertise with an approachable, relationship-driven style.
In 2024, I founded Agami Financial Services to offer clear, trustworthy guidance in wealth creation, risk protection, liability management, and succession planning. My focus is always on simplifying finances and supporting clients in building a secure and meaningful financial future.
Practice at a glance
1
Years of Experience
11
Families Served
₹1
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
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