Sunita Agrawal

About

I am a Qualified Personal Finance Professional (QPFP) dedicated to helping clients navigate a dynamic financial world. Through specialized expertise in estate, education, and marriage planning, I design practical financial roadmaps. My strength lies in safeguarding families, managing uncertainties, and guiding them to achieve their life goals with confidence despite changing markets and personal circumstances.

Practice at a glance

5

Years of Experience

30

Families Served

--

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management

Language Spoken:English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Education

Formal Education

Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Home Loans

Loan Against Securities