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Company Profile
Vision, Mission & Who we are?
Our Vision
To maintain and grow our position as a trusted and reliable partner in wealth creation and preservation.
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.
Who we are?
Agrasen Finserv Private Limited is a leading Wealth Management firm run by a professional team of Chartered Accountants. We help families in taking optimal financial decisions related to Personal Finance, Investments, Insurance and ancillary matters. Our expertise areas include Equity Stocks, Mutual Funds, FD, Bonds, NCD, REITs, INVITs, Start-ups, Life Insurance, Health Insurance, Succession, Loans and Taxation.
Our Promoters
AADARSH DEORA
CO-FOUNDER - AGRASEN FINSERV PRIVATE LIMITED:
He is a qualified Chartered Accountant (2016) and Chartered Financial Analyst Charter holder (CFA - USA - 2018). Previously, he has worked at CARE Ratings Limited as Rating Analyst gaining research experience across different industries..
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ADITYA DEORA
CO-FOUNDER - AGRASEN FINSERV PRIVATE LIMITED
He is a qualified Chartered Accountant since 2013. He is also a Senior Partner at one of the leading Chartered Accountancy Firm named 'Deora Maheshwari and Co.' based at Ahmedabad, Gujarat serving clients across the globe in the field of taxation..
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ARVIND DEORA
CO-FOUNDER - AGRASEN FINSERV PRIVATE LIMITED
He is a qualified Chartered Accountant since 1998. He is the Founding Partner at leading Chartered Accountancy Firm 'Deora Maheshwari and Co.' based at Ahmedabad, Gujarat. He continues to successfully serve clients across the field of taxation..
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Why Agrasen
- Safe and Secure: Complete confidentiality and privacy over investments and business affairs.
- Trustworthy & qualified: We are known for our innovative solutions and enjoy immense goodwill and trust from the clients. An experienced and qualified team of senior Wealth Advisors are onboarded.
- Comprehensive Advisor: Ability to offer completely independent unbiased advice across Fixed income, Equity, Mutual Fund, derivatives, IPOs, structured products, PMS, Alternative assets. We give recommendations and suggestions on the basis of well-researched reports curated by our team.
- Exceptional Products: Wide range of products and services are provided by us. In-depth understanding of different asset classes across multiple market cycles.
- Personalized service: The highest level of service is offered 24 by 7. Meetings are easy to have due to personalized service and no time barriers.
- Innovative: Capability to bring client access to innovative investment ideas and deals through various Investment partners
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