Agrawal Investment Services
Indiamart Member Since
May 2016
Life Insurance Services
| * We are an independent and unbiased investment advisor, suggesting products and service that are best for you, not for us.* We search the market to find the best options for you.* We have a research team that helps us scan through various products from across the market place to pick only those that meet your standards.* We are IRDA approved and we have a track record of ethical dealings for the last several years and have had the honour of helping our investors to achieve their financial objectives. |
Product Details
Company Details
Product Description
| Life insurance is a financial resource for your family and loved ones in case of your death.It is a cover which allows your family to maintain a standard to living as they are currently, and meet their financial obligations.It also serves as an effective investment and tax saving tool. | |
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| Pl. contact us for an evaluation of your insurance needs, and assistance in providing an adequate insurance cover for you. | |
About the Company
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About Agrawal Investment Services Agrawal Investment Services is a niche boutique Wealth Management and Investment Advisory firm with an extremely strong focus on client relationship. The team at Agrawal Investment Services has 15 years of proven track record in Financial Services and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients. Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term. Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies. Mr. Alok Agrawal holds Masters Degree in Commerce and has 15 years of rich experience in the Financial Markets, Wealth Management and Advisory Services and has a proven track record of managing multiple assets class. His previous assignments include a 360 degrees Tax and Financial Planning and Wealth Management. It also Qualify MDRT in 2010 . Very vast experience in Insurance sector |
Seller Contact Details
Mb/24 Block 6 Mansarovar Shopping Complex 1st Floor Hoshangabad Road Bhopal, Hoshangabad Road Bhopal - 462016, Madhya Pradesh, India