Financial Planning

Financial Planning

Couples Financial Planning

Couples Financial Planning

Financial Transition Planning

Financial Transition Planning

Workplace Financial Wellness

Workplace Financial Wellness

Television

Radio

Publications

Testimonials

Coming from a rich and diverse experience after having worked in several countries, Amit is fairly exposed to cultures. Has an organised and mature approach towards work and professional relationships. No wonder he is one of the few successful “Fee-Only” personal finance advisors in India, and has acquired large no of direct clientele and indirect ones through sharing the knowledge in personal finance on Television, Radio shows and Publications.

I shall firmly recommend him to anyone to gain insights about personal finance, build a strong assets portfolio for multiple income streams and avoid falling into the trap of product sellers with free-advice! ”

Amit Agrawal
Partner – Access Capital Advisors
Gurgaon, India

I’ve known Amit for almost 3 years and he is one of the finest Financial Planners I’ve come across. Not only does he have a thorough knowledge and expertise in his domain, he is also one of the most ethical and process oriented professional with extremely high integrity.

I attended his Financial Planning workshop and would strongly recommend everyone to attend it once. Initially I was a little apprehensive as finance is not one of my strong points, but he presented the fundamentals so clearly and in such simple terms that even a non-technical person like me could grasp the basic concepts in just one session. I’ve begun to understand the rationale behind each component and it has finally given me a push to evaluate my current investments as recommended by him.

I truly appreciate Amit’s commitment to using his skills to promote Financial awareness and using it as a tool to create a wealth portfolio to achieve not only one’s financial goals, but also life goals. ”

Shalini Sharma
Director – Taurus Inc
Gurgaon, India