OUR PRODUCTS

  • Stocks and ETFs

    Equity Shares represent ownership in a company that entitles its..
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  • Mutual Funds

    Mutual funds are investment products through which one can invest..
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  • Portfolio Management

    Portfolio Management Service (PMS) is a facility offered by a..
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  • Insurance

    Insurance is a policy representing a contract in which an individual..
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  • Loans

    Agrasen Finserv provides its expertise of a professional team in..
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  • Fixed Deposits

    FD: An investor can invest in Fixed deposit with big corporates like..
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  • P2P Lending

    P2P loans are also known as Peer to Peer loans and this involves one..
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  • Alternate Investments

    Alternative investments are defined generally as investments other than..
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  • Pre-IPO Stocks

    Pre-IPO Stocks are not traded on the listed stock exchange. They will be..
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Our Services

  • Comprehensive Guidance

    Agrasen Finserv provides end to end services related to financial planning..
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  • Retirement Corpus

    Retirement Corpus means preparing today for your future life so that you..
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  • Children Education

    Children's planning is to develop accurate financial needs by drawing a..
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  • Tax Saving

    Income is subject to tax and the amount an individual can save, the..
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  • House Purchase

    Most individuals want to buy their dream home but are not sure how to..
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  • Wills & Succession

    A Will is a legal declaration of a person, with respect to his properties..
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  • Insurance Advisory

    Insurance is a policy representing a contract in which an individual or entity..
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  • Wealth Management

    Wealth management is not only about investments and savings. It is far..
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  • NRI

    To quote Mr. Jeff Bezos, "I predict that the 21st century is going to be the Indian century...
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About Us

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.

Our Mission

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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Our Impact

500+

Clients

15 M USD+

AUMA

23+ Years

Industry Experience

Our Testimonials

Android app / App Store

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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