• Stocks and ETFs

    Equity Shares represent ownership in a company that entitles its..
    Read More

  • Mutual Funds

    Mutual funds are investment products through which one can invest..
    Read More

  • Portfolio Management

    Portfolio Management Service (PMS) is a facility offered by a..
    Read More

  • Insurance

    Insurance is a policy representing a contract in which an individual..
    Read More

  • Loans

    Agrasen Finserv provides its expertise of a professional team in..
    Read More

  • Fixed Deposits

    FD: An investor can invest in Fixed deposit with big corporates like..
    Read More

  • P2P Lending

    P2P loans are also known as Peer to Peer loans and this involves one..
    Read More

  • Alternate Investments

    Alternative investments are defined generally as investments other than..
    Read More

  • Pre-IPO Stocks

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

Our Services

  • Comprehensive Guidance

    Agrasen Finserv provides end to end services related to financial planning..
    Read More

  • Retirement Corpus

    Retirement Corpus means preparing today for your future life so that you..
    Read More

  • Children Education

    Children's planning is to develop accurate financial needs by drawing a..
    Read More

  • Tax Saving

    Income is subject to tax and the amount an individual can save, the..
    Read More

  • House Purchase

    Most individuals want to buy their dream home but are not sure how to..
    Read More

  • Wills & Succession

    A Will is a legal declaration of a person, with respect to his properties..
    Read More

  • Insurance Advisory

    Insurance is a policy representing a contract in which an individual or entity..
    Read More

  • Wealth Management

    Wealth management is not only about investments and savings. It is far..
    Read More

  • NRI

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


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.

Read More


Our Impact



15 M USD+


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.

Get In Touch