ABOUT US

AMFI-Registered Mutual Fund Distributor

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Agrim Gupta (Founder)

Our Founder Mr.Agrim Gupta is a distinguished financial professional with a remarkable portfolio of qualifications and certifications. Holding the prestigious title of Chartered Wealth Manager, Mr.Gupta has demonstrated his expertise in the field of wealth management. His educational background is equally impressive, with an MBA in Finance and an LLB, showcasing his multifaceted knowledge in both financial management and legal matters. Additionally, Agrim's commitment to continuous learning and professional growth is evident through his certifications as an AFGP (Advanced Financial Goal Planner) and CFGP (Certified Financial Goal Planner). With this diverse skill set and extensive financial knowledge, Agrim Gupta is a prominent figure in the world of finance and wealth management.

Journey of Agrim Money

Established in 2004, Agrim Money was founded with a Clear Vision of Value Addition

Vision: To empower individuals and families with the tools they need to achieve their financial dreams. Over the years, we have grown and adapted to meet the changing needs of our clients and the dynamic financial landscape.

Our Core Values

Trust

We believe that trust is the foundation of every successful financial relationship. Our commitment to transparency, honesty, and integrity ensures that our clients can rely on us to safeguard their financial interests.

Expertise

Our team of experienced professionals brings deep industry knowledge and a passion for financial planning to every client interaction. We stay updated with the latest market trends and regulations to provide you with the best advice.

Innovation

In a rapidly evolving financial world, innovation is key. We leverage cutting-edge technology to streamline processes and deliver efficient, convenient, and accessible financial solutions.

Client-Centric Approach

We place our clients at the center of everything we do. Our personalized services are tailored to your unique financial goals and aspirations.

Join Us on Your Financial Journey

At Agrim Money, we believe that financial success is a journey, not a destination. Whether you're starting your career, expanding your family, or planning for retirement, we are here to guide you every step of the way. Join us on this journey towards financial security and prosperity. Together, we can turn your financial aspirations into reality.