Anuraj Joseph | Agami Financial Services

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

Get any of the free services to experience working with Anuraj.

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

Retirement Readiness Check