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Hemanshu Agarwal | Prosperpoiint Finsrve LLP | KolkataHemanshu Agarwal | Prosperpoiint Finsrve LLP | Kolkata

Hemanshu Agarwal

Prosperpoiint Finsrve LLPโ€ขKolkata,WB
7 Grant lane, 2nd Floor, Room No.-216,
Kolkata, WB, 700012
7 Grant lane, 2nd Floor, Room No.-216, Kolkata, WB, 700012
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About

๐ธ๐‘š๐‘๐‘œ๐‘ค๐‘’๐‘Ÿ๐‘–๐‘›๐‘” people to โ€œ๐Ž๐ฐ๐ง ๐˜๐จ๐ฎ๐ซ ๐“๐จ๐ฆ๐จ๐ซ๐ซ๐จ๐ฐโ€ has been my mission for over a decade. As the ๐น๐‘œ๐‘ข๐‘›๐‘‘๐‘’๐‘Ÿ of ๐๐ซ๐จ๐ฌ๐ฉ๐ž๐ซ๐๐จ๐ข๐ข๐ง๐ญ ๐…๐ข๐ง๐ฌ๐ซ๐ฏ๐ž ๐‹๐‹๐, I focus on making Finance - ๐‘ƒ๐‘’๐‘Ÿ๐‘ ๐‘œ๐‘›๐‘Ž๐‘™, ๐ด๐‘๐‘๐‘’๐‘ ๐‘ ๐‘–๐‘๐‘™๐‘’, ๐‘Ž๐‘›๐‘‘ ๐ด๐‘๐‘ก๐‘–๐‘œ๐‘›๐‘Ž๐‘๐‘™๐‘’ - helping Individuals and Families take confident control of their financial futures. With expertise in ๐‘ฐ๐’๐’—๐’†๐’”๐’•๐’Ž๐’†๐’๐’• ๐’”๐’•๐’“๐’‚๐’•๐’†๐’ˆ๐’Š๐’†๐’”, ๐‘ฐ๐’๐’”๐’–๐’“๐’‚๐’๐’„๐’†, ๐’‚๐’๐’… ๐’‘๐’†๐’“๐’”๐’๐’๐’‚๐’๐’Š๐’›๐’†๐’… ๐‘จ๐’”๐’”๐’†๐’• ๐‘จ๐’๐’๐’๐’„๐’‚๐’•๐’Š๐’๐’, I design solutions around Real Life Situations/Problems - not just market trends. As an AMFI-registered Mutual Fund Distributor & SIF Distributor, APMI-registered PMS Distributor, AIF Distributor & having other Regulatory Certifications, I apply ๐ต๐‘’โ„Ž๐‘Ž๐‘ฃ๐‘–๐‘œ๐‘Ÿ๐‘Ž๐‘™ ๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘’ ๐‘ƒ๐‘Ÿ๐‘–๐‘›๐‘๐‘–๐‘๐‘™๐‘’๐‘  to encourage sustainable, long-term wealth creation & Financial Wellbeing of my clients. ๐ฟ๐‘’๐‘กโ€™๐‘  ๐‘ ๐‘ก๐‘Ž๐‘Ÿ๐‘ก ๐‘กโ„Ž๐‘’ ๐‘—๐‘œ๐‘ข๐‘Ÿ๐‘›๐‘’๐‘ฆ ๐‘ก๐‘œ achieving ๐น๐‘–๐‘›๐‘Ž๐‘›๐‘๐‘–๐‘Ž๐‘™ ๐™’๐™š๐™ก๐™ก๐™—๐™š๐™ž๐™ฃ๐™œ. ๐Ÿ˜Š

Practice at a glance

15
Years of Experience
207
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment:โ‚น25,000 & more
Min Lumpsum Investment:โ‚น5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Bengali, English

Qualification Completed

QPFP โ€“ Qualified Personal Finance Professional

8958

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-99152

APMI Registered PMS Distributor

APRN04091

SIF Distributor (AMFI)

ARN-99152

Education

Formal Education

BCom โ€“ Bachelor of Commerce

Industry Education

NISM V-A โ€“ Mutual Fund Distributors Certification, NISM XXI-A โ€“ Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances
Childrenโ€™s Goals
Organize Financials
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Hemanshu Agarwal.

30 Minute Q&A โ€” Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review