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

100

Families Served

₹15

Crores Managed

Practice Details

Min Monthly Investment:₹1,000

Min Lumpsum Investment:₹10,000

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.

Insurance Portfolio Review

Mutual Fund Portfolio Review