ABOUT US

Welcome to Agarwal Consultancy — a trusted name built on values of trust, integrity, and long-term client relationships. Our journey began in 1974 with a vision to guide individuals and families towards better financial awareness, disciplined investing, and long-term wealth creation. Over the years, we have grown through client trust, personalized service, and a commitment to ethical financial guidance. Today, we proudly serve 5,000+ clients, helping them make informed financial decisions with confidence and clarity. At Agarwal Consultancy, we believe every client has unique financial goals and responsibilities. Our approach focuses on understanding individual requirements and offering customized solutions designed to protect, manage, and grow wealth effectively.

our services

FINANCIAL PLANNING

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s..

WEALTH MANAGEMENT

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically ...

RETIREMENT PLANNING

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age...

TAX PLANNING

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize...

our products

LIFE INSURANCE

Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.

REAL ESTATE

Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.

HEALTH INSURANCE

Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

MUTUAL FUND

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.

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Contact Us

If you have any further queries, please do not hesitate to contact us.