Who we serve
Personal Investing/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.
Small Companies/Corporate Investing/Parners
We assist small companies, corporations, and partnership firms in meeting their investment requirements, primarily by parking their surplus funds and building long-term corpus through investments in suitable funds.
Charity
In charitable organizations, making the required investments is a big responsibility for trustees. We help them execute these investments based on the suitability.
NRI's
Investing in mutual funds has increasingly become a viable and attractive option for Non-Resident Indians (NRIs) looking to diversify their investment portfolio and tap into the Indian market’s growth potential. We cater NRIs towards making informed and suitable investments in Indian mutual funds.
