Agrawal Investment Services is a niche boutique Wealth Management and Investment Advisory firm with a strong focus on client relationship. We at Agrawal Investment Services has 23 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 our clients. Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. 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. Alok Agrawal holds Masters Degree in Commerce and has 23 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. He has also Qualified MDRT in 2010 and 2013 which is one of the most prestigious international award of this industry.
