VISHAL AGARWAL

VICTORY FINVEST•Kolkata,WB

1, Cockburn Lane. 1st floor,

Kolkata, WB, 700016

1, Cockburn Lane. 1st floor, Kolkata, WB, 700016

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About

a seasoned Financial Advisor dedicated to empowering individuals and families to achieve their financial goals. With expertise in mutual funds, insurance, and goal planning, I provide personalized guidance and strategic solutions to help clients navigate the complex world of finance. With a passion for financial literacy and a commitment to delivering exceptional service, I look to be a partner in my client's growth

Practice at a glance

Years of Experience

150

Families Served

₹40

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, Business & SME Owners

Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CA – Chartered Accountant

Licenses Held

IRDAI Licensed Insurance Agent (General)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives 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

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Complimentary Services

Get any of the free services to experience working with VISHAL 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

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review