Vivek Agarwal

Most professionals spend years building their income, but very little time structuring how that income grows into long-term wealth. I am a Rankholder Chartered Accountant and CS with years of experience across finance, audit, and corporate governance. My professional journey includes working with leading organizations such as PwC and Indian Oil Corporation, where I gained exposure to financial systems, risk management, and large-scale business operations. Building on this professional foundation and a legacy connected with financial advisory, I now work in the space of wealth management and insurance planning. I primarily work with professionals, entrepreneurs, and families who are focused on their careers or businesses but want a structured approach to managing their long-term financial goals. I help people with: • Investments and portfolio structuring • Disciplined long-term wealth creation • Insurance and risk protection planning