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Our Team Members

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VINITA AGRAWAL - is a B.Sc (Hons.) graduate who always stood first in her academic career throughout. While graduating, she had been looking after the family business’s finance and accounts division. After marriage she shifted to the commerce and finance field. She has a very logical approach to everything and makes the best rational decisions. She is the mentor of the firm and is helped by her husband, Mr. Vinod Kumar Agrawal, daughter Shreya Agarwal and son Utkarsh Agarwal.

VINOD KUMAR AGRAWAL - is a B.Com (Hons.) graduate from St. Xaviers College, Kolkata and is a practicing Chartered Accountant since 1991. He has been dealing in stock market since 1988 and in mutual funds since 1994. Investment is his hobby and passion. He has expertise in the fields of Auditing, corporate law, taxation and estate planning. His in-depth knowledge and experience since long time, ensures an overall packaged financial and wealth planning for every class and category of investor.

SHREYA AGARWAL - is a B.Com (Hons.) graduate and a CA who cleared all levels of Chartered Accountancy in first attempt. She is pursuing Actuaries and has already cleared 12 papers in two years while scoring among the world’s highest in two papers. She scored 97 percentile in CAT. Her overall contribution is invaluable.

UTKARSH AGARWAL - He is a student of B.Com (Hons.) in St. Xaviers’ College, Kolkata and is also pursuing CFA. He has keen interest in the way the finance world operates especially the share market. He looks after the operations side of the firm.

We have been managing wealth since years and the Awards and Recognitions (Can be seen in the Gallery) that we have got in these years, proves to be a testimonial itself. We maintain highest ethical standards and our motto is : “CLIENTS’ INTEREST FIRST”.

COME, TRY US ONCE, WE PROMISE YOU WILL FEEL THE DIFFERENCE AND WE WILL NOT LET YOU DOWN.