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Agrasen Finserv Private Limited is a leading Wealth Management firm providing comprehensive research backed services across multiple asset classes including Equity, Mutual Funds, Fixed Income, Alternate investments, Succession Planning, Life and Health Insurance, Loans and Tax Planning.
Just like a family doctor, each family needs a financial doctor as well. We work like a Family’s personal Chief Financial Officer (CFO) who helps achieve financial wellbeing by ensuring that they accomplish all their financial goals and dreams. We make sure people avoid financial mistakes in their life cycle. We also want to help our clients get the feeling of financial freedom with zero stress around money related issues. This is our little way of making a positive contribution in this world through our professional expertise.
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Clients
AUMA
Industry Experience
Team of dedicated professionals giving the best possible guidance and support.
The services provided by the company were simply amazing. The solution-inspired, customer-centric work made us recommend them to all our discerning clients.
I am an analytics professional, who has been in the industry since 2017. In 2018 when I was searching for a tax consultant, a friend of mine told me about Agrasen Finserv. Since then they have been advising me on almost all my important financial investments and spending. Recently, I had some important events in my life and was burdened by some credit card dues which summed up to a large amount and I was worried. Agrasen Finserv immediately came to my rescue and took me out of it using my old investments based on their expert judgment. It has been a beneficial journey with them to date. At present, they have also started advising my husband on his financial requirements. -Monalisa S Data Analyst at Wells Fargo
As I take care of others' health they take care of my financial health in a perfect way
Best And Quick service. Delighted. Keep it up.
Excellent knowledge and always helpful. Would highly recommend them to anyone.
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Manage your wealth & track your family's portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time.
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