To maintain and grow our position as a trusted and reliable partner in wealth creation and preservation.
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.
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.
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..
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..
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..