Rahul Raman Agarwal, a Computer Science Engineering graduate, was inspired by Robert Kiyosaki's Rich Dad Poor Dad—a gift from his father on his 18th birthday—to help people achieve financial independence through smart investing.
Since joining the company in 2011, Rahul has leveraged his technical expertise to digitize operations, enabling 99% paperless transactions. With over 14 years of experience in investor counseling, he holds multiple credentials including SEBI Registered Investment Advisor (Level 2), Qualified Personal Finance Professional (QPFPCM), and has completed Management Development Programs from IIM Lucknow. He is currently pursuing CTEP (Certified Trust and Estate Planner) certification to expand his estate planning services. Rahul's unique combination of engineering precision and financial expertise helps clients navigate their investment journey with confidence.
Practice at a glance
14
Years of Experience
1000
Families Served
₹600
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Armed Forces, Government Staff
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BTech – Bachelor of Technology
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XV – Research Analyst Certification, IRDAI IC 33 – Health Insurance Agent Examination
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
Reduce Loans & Debt
Create Emergency Fund
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
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