Devyansh Agarwalla | Ethics Services

About

With 15 years of experience in the finance industry, specializing in the insurance sector, I am a SEBI-registered Mutual Fund Distributor (MFD) dedicated to helping families achieve their financial goals. My approach is rooted in a deep understanding of the unique financial needs of families, enabling me to provide tailored investment strategies and comprehensive wealth management solutions. As a family-run business, I prioritize building long-term relationships based on trust and a genuine commitment to my clients' financial well-being.

Practice at a glance

15

Years of Experience

50

Families Served

₹15

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives

Language Spoken:Hindi

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

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

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 Devyansh Agarwalla.

Insurance Portfolio Review

Mutual Fund Portfolio Review