Nishi Agarwal | Victoria Finserv

About

I have worked in the mutual fund industry for 12 years for now. Worked with HDFC AMC, Nippon India AMC and Axis AMC before starting my own distribution service.

Practice at a glance

12

Years of Experience

180

Families Served

₹35

Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more

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

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, 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, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Can help you buy / invest in

Life Insurance

Mutual Funds

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment