Personal / Family Investing
Personal / Family Investment
Guiding people in personal / Family investing
At Prabin Agarwal, we help individuals and families invest for their broader objectives like emergency funds, long-term corpus, and tax savings. We also help them invest for different life stages such as child education & marriage or retirement.
It is about making investments based on the different phases of life we go through. An individual’s or family’s investment journey can be segmented into four primary stages: starting a career, getting married, becoming a parent, and retiring. Each life phase brings its responsibilities and requires a suitable investment approach suited for that specific period in your life.
Our Services Are
- People First, Not Portfolio
- Based on your investment objective and risk appetite.
- Focused and disciplined with an emphasis on trust, integrity, expertise, and customer delight.
- Unbiased, transparent & professional experience. Talk with a Relationship Manager (RM)
