Who we are?

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.

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.