Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Mohit Agarwal | MyRokra | DehradunMohit Agarwal | MyRokra | Dehradun

Mohit Agarwal

MyRokra•Dehradun,UK
Miyan chowk, NH-72 ,
Dehradun, UK, 248001
Miyan chowk, NH-72 , Dehradun, UK, 248001
View LinkedinView Website
LinkedIn
About

Hi I am known as a Financial Doctor. We believes that every financial product is like a medicine and every medicine has a side effect. before taking any medicine one should know why he is taking or ignoring that medicine. I am into the business of Money management. We believes that managing money is more difficult than making money and more important then making money, because through our eductaion system we had been trained to earned money management was never a part our education system. In our first 30 min meeting we help to know a strong reason to invest and how we can add value. Just ask your self how much money they should have and why. We help them to know the financial values of their emotional value and give them hand holding to achieve their ultimate financial goal.. that is non other than Financial Freedom.

Practice at a glance

23
Years of Experience
45
Families Served
₹80
Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Citizens / Retirees, Doctors
Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

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

Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

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

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
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check