About Me
Anurag Mishra, Co-founder
Anurag is the co-founder at Clients Partner. He has 10 years of experience behind him in the areas of Investment Banking & Private wealth management. Prior to setting up CP he worked with ICICI, Karvy Private Wealth and Times of India Group.
Over the years, Anurag has earned the distinction of pioneering the concept of Family Office in India and has built one of the finest teams of private bankers which works with some of the most distinguished wealthy families of India. He has built up a specialization in providing complex wealth management solutions to the needs of Family Business Owners & Entrepreneurs in India.
About Work Experience
Clients Partner, our sole aim is to help the clients in creating wealth and to simplify their finance. We want to give the right piece of advice with correct knowledge and research so that you are safe.
With our high level of service at your doorstep, you can believe in us and trust us with closed eyes that we would give you the right information and the right plan for you to invest your money in.
We move ahead with our work so that you get the best at a low price, setting a benchmark for financial advisory.
Experience & Qualification
Qualification
MBA , Mcom
Experience as an Advisor
12 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
Financial Education Providers
Fixed Deposits