About Me
AdroitPro Advisory Ventures India Pvt. Ltd: AdroitPro Advisory Ventures India Pvt. Ltd. is a Wealth Management & Financial Planning initiative promoted by Mr.Avinash Agarwal to cater to Individual Clients who are looking for personalized Financial Planning and Investment Planning advice that is unbiased,sound and that comes at a reasonable price. Unfortunately, in this profession, there is dearth of unbiased ethical advice. AdroitPro Advisory Ventures India Pvt. Ltd. caters to Indians (Resident as well as NRI's) situated anywhere in the world who would like to Invest in India after taking expert professional advice. Our forte is our expertise in Mutual Funds/Life Insurance/General Insurance. We would strive to pioneer the emergence of Wealth Management and Consulting Services in India.For further details you can visit our company website at www.adroitadvisory.in.
About Work Experience
Adroit Advisory is the brain child of Mr.Avinash Agarwal,an alumni of IMT Ghaziabad and St.Xaviers College who has close to six years exposure to Indian equities across Proprietary Trading,Institutional Research and Sales,Alternative Investment Strategy & Investment Management which has provided him with a holistic understanding of this market.His uncanny ability to blend well the fundamentals with technical position of the markets has often helped produce decisive edges.His vision for Adroit Advisory is to create a platform where his wide network of professional relationships across organizations,geographies and activities help his clientele get ahead on the information collection and interpretation curve.
Experience & Qualification
Qualification
PGDBM,CAIA,CISA,CFP,ICBRR..
Experience as an Advisor
5 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Real Estate Brokers
Portfolio Management Schemes
IPOs, Bonds & NCDs
Share Tips & Trading Tools
Fixed Deposits