About Us

Kiran Kumari Agarwala

ARN-54725 | AMFI Registered Mutual Fund Distributor

Serving clients since 2004

Academic Qualifications:

MSc (Agriculture)

MBBS (AM), MD (AM)*

MBA (Finance)

MSc (Psychological Counselling)

Professional Certifications:

NISM Series V-A Certified Mutual Fund Distributor

AMFI Registered (ARN-54725)

Certification in Financial Planning Cleared (2008)

CFA Program (USA) - Level I (2009)

NSE Certified Market Professional (NCMP) Level I (2009)

Licentiate, Insurance Institute of India (2010)

(*Alternative medicine qualifications listed for academic background.)

Services:

Services include distribution of mutual funds and other financial products, facilitating investments based on client's financial goals, risk profile, and investment horizon.

All services are offered in the capacity of a Mutual Fund Distributor, and not as an investment advisor.

Approach:

The approach is client-centric, focusing on understanding individual needs and facilitating access to suitable financial products. Emphasis is placed on service quality, confidentiality, and ethical business practices.

Investors are provided access to multiple financial products through digital platforms for convenience and transparency.

Disclaimer:

ARN-54725 | AMFI Registered Mutual Fund Distributor

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

“The distributor does not guarantee returns or provide assured performance.”