Mridu Agarwal | Blue Ocean Investment advisors

Practice at a glance

18

Years of Experience

25

Families Served

--

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

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

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff

Language Spoken:Hindi, Bengali, English

Qualification Completed

CA – Chartered Accountant

NISM PG Programs

Licenses Held

SEBI Registered Investment Adviser

INA000016153

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Home Loans

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review