Arun Agrawal

Shree Capital •Bengaluru,KA

No. 42, 4th Floor, MCECHS Layout Main Road, Dr. SRK Nagar Post ,

Bengaluru, KA, 560077

No. 42, 4th Floor, MCECHS Layout Main Road, Dr. SRK Nagar Post , Bengaluru, KA, 560077

View Linkedin View Website

About

A personal financial professional with over 2 decades of experience in managing clients investments across Financial & Real Assets. He has worked with esteemed organization like Religare Macquarie, Royal Bank of Scotland - Previously known as ABN AMRO Bank N.V., Kotak Mahindra Bank & Citigroup in the past. He is a Qualified Personal finance professional (QPFP ®) by NetworkFP, Certified financial goal planner (CFGP) by NSE, Certified Retirement advisor (CRA) by NISM & also holds an Award in International wealth management (AIWM) certification by Moody's Analytics.

Practice at a glance

Years of Experience

142

Families Served

₹60

Crores Managed

Practice Details

Min Monthly Investment:₹1,00,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, Senior Citizens / Retirees, Business & SME Owners, HNI Families

Language Spoken:Hindi, Kannada, Odia, Marwadi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Arun Agrawal.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop