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Rajan Agarwal

INVESTWIZE SERVICES•Faridabad

C 837, Vipul Plaza, Sector 81,

Faridabad, 121004

C 837, Vipul Plaza, Sector 81, Faridabad, 121004

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About

HR Leader with 22+ years experience in multinationals driving talent strategy and business aligned people solutions. Helped organizations build high-performing teams and culture. My HR skills help me to understand people deeply and build trust through empathy and insight. This same foundation now powers my work as a Financial Planner - where understanding life goals, building trust and crafting tailored strategies are essential to creating Financial success for my clients.

Practice at a glance

Years of Experience

100

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹50,000 & 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, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Children’s Goals

Organize Financials

Buy a Home

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

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

PMS

SIF

Complimentary Services

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

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review