Mukul Agarwal

Background

About Mukul Agarwal

I am a financial advisor by profession and an entrepreneur by heart. I help senior executives like MDs Presidents Vice Presidents CEOs CTOs CXOs and Regional Heads having more than INR 1cr in savings to grow it by 10 times over the next 10 years through a structured & tax-efficient financial planning process. My engagement is not limited to just suggesting investment products but covers multiple aspects like goals planning risk management asset allocation tax planning - all as per the risk appetite of the individual clients. With 2 decades of dealing with many families I have acquired expertise in managing situations peculiar to various emotions that money creates with a practical understanding and real-life solutions that can be deployed to deal with the challenges and eventually grow the wealth. We all have goals like creating a sufficient corpus for retirement i.e. achieving financial freedom funding our children's education and owning our dream house. Plus we harbour aspirations like travelling the world a retirement home in a cosy hill station philanthropy and social service. While quite a few of these goals and aspirations may be common the approach is very different for every family. We develop a detailed personalized plan best suited to the individual need rather than a one-size-fits-all approach. My firm delivers fee-based transparent unbiased advice towards meeting the financial goals and aspirations of our clients thereby enabling them to achieve financial freedom at the earliest. A boutique setup handling a limited number of clients the unique personalized approach and attention to detail enable our clients to create long-term sustainable wealth for their families so that they can stop worrying about money and instead focus on what they truly love to do. I also deliver guest sessions on topics related to personal finances and am a trainer helping the new entrants in the industry get better with their practices. I am based out of Mumbai & Pune but we cater to clients across India and also have an NRI client base. I am a certified mutual funds specialist along with a certified Investment Adviser and certified Retirement Adviser. I can be reached at mukul@cwa.co.in or +91-9833893303 Specialities: Financial Planning Life Goals Analysis Taxation Matters related to Salaried and Self Employed Professionals Estate Creation Wealth Management