Meet Our Leadership
Raman Agarwal
Certified Financial Planner
With over four decades of distinguished experience in finance, Raman Agarwal is a Certified Financial Planner CFPcm from FPSB,USA dedicated to helping clients achieve financial freedom through strategic wealth coaching.
Experience That Matters
Raman's career began in 1980 in corporate accounting and audit. He went on to serve 19 years with a Public Sector Undertaking (PSU) bank before taking voluntary retirement in 2001 to pursue his passion for investment counseling. This unique blend of 40+ years in corporate accounting and extensive banking expertise gives him a comprehensive understanding of financial systems that few advisors possess.
Commitment to Financial Freedom
For over two decades, Raman has been resolving financial concerns and guiding clients toward their goals with customized, appropriate solutions. His client base spans the entire spectrum—from retail investors and High Net Worth Individuals to Ultra High Net Worth clients, corporates, and trusts.
A Trusted partners
What sets Raman apart is his holistic approach combining deep accounting knowledge, banking insights, and investment expertise. He doesn't just manage money—he partners with clients to create clear pathways to financial independence with confidence and clarity.
Certifications
Certified Financial Planner (CFP)
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SBI Mutual Fund
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Rahul Raman Agarwal
Chief Executive Officer and Research Head
Rahul Raman Agarwal, a Computer Science Engineering graduate, was inspired by Robert Kiyosaki's Rich Dad Poor Dad—a gift from his father on his 18th birthday—to help people achieve financial independence through smart investing.
Since joining the company in 2011, Rahul has leveraged his technical expertise to digitize operations, enabling 99% paperless transactions. With over 14 years of experience in investor counseling, he holds multiple credentials including SEBI Registered Investment Advisor (Level 2), Qualified Personal Finance Professional (QPFPCM), and has completed Management Development Programs from IIM Lucknow. He is currently pursuing CTEP (Certified Trust and Estate Planner) certification to expand his estate planning services. Rahul's unique combination of engineering precision and financial expertise helps clients navigate their investment journey with confidence.
Key Expertise
Qualifications & Achievements
- Computer Science Engineering
- SEBI Investor Advisor (Level 2)
- Pursuing CFP Course
- 99% Paperless Operations
Certifications
IIM Lucknow (2017)
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IIM Lucknow (2018)
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Qualified Personal Finance Professional
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Our Dedicated Team
Meet the professionals who work tirelessly to ensure seamless service delivery and exceptional client experience across all our business verticals.
Priyanka
Manager Operations
Kajal Kashyup
Manager Operation
Ruchi Kashyup
Office Executive
Soni Rathore
Office Executive
Pooja
Office Executive
Sneha
Office Executive
Sneha Pal
Office Executive
Shiv Ram
Support Staff
Arvind Kumar
Support Staff
Ready to Achieve Financial Freedom?
Join thousands of clients who have trusted our expertise to build their wealth and secure their financial future. Let our experienced team guide you on your journey to the "I" quadrant.