Roopesh Agarwal | Prathmesh Financial Services

About

We are specializing in Mutual Funds, Health Insurance, Term Insurance, and Fixed Deposits. With a personalized approach and a commitment to securing your financial future, We are here to help you make informed decisions and achieve your financial goals with confidence.

Practice at a glance

7

Years of Experience

100

Families Served

₹1.56

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Business & SME Owners

Language Spoken:Hindi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-121180

IRDAI Licensed Insurance Agent (General)

HCG240832244250

IRDAI Licensed Insurance Agent (Life)

HDF 01632966

Education

Formal Education

BSc – Bachelor of Science

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Roopesh 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

Retirement Readiness Check