01. Focused on Wealth Creation
02. Deep Market Understanding
03. Strong Leadership Team
04. Diversified Investment Approach
05. 100% Transparency
Why Choose Us
Focused on Wealth Creation
Our core mission is helping individuals and families grow wealth through smart and consistent investment strategies.
25+ Years Of Experience
About us
Who We Are
Welcome to ANUJ KRISHAN AGARWAL, your trusted financial companion in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At ANUJ KRISHAN AGARWAL, we are driven by the belief that everyone deserves a secure and prosperous future.
Our Mission
Our mission is to provide accessible and personalized financial services, empowering individuals across India to achieve financial success. We are dedicated to offering expert guidance, making financial services available to all, and ensuring every Indian can turn their financial aspirations into reality.
Our Vision
Our vision is to become the leading force in shaping a financially secure and prosperous India. We aim to set new standards in the financial industry and be the go-to partner for those seeking financial stability, growth, and success, contributing to a brighter future for our clients and the nation as a whole.
Services
Service We Offer
Mutual Funds
A mutual fund pools money from many investors to invest in a diversified portfolio such as stocks, bonds, or other instruments. Managed by professional fund managers, mutual funds aim to generate returns aligned with the investment objective of the scheme.
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Insurance
Insurance is a financial safety net that protects you from unforeseen risks and losses. By paying a premium, you transfer the risk to the insure who compensates you in case of specified damages or events. It ensures financial support during emergencies and helps secure your assets and future.
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Health Insurance
Health insurance is a financial product that covers medical and surgical expenses incurred by the insured. It ensures access to quality healthcare without the burden of high costs, by reimbursing or directly settling the bills with hospitals.
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Capital Gain Bonds
54EC Bonds are special fixed-income instruments that offer exemption from long-term capital gains tax under Section 54EC of the Income Tax Act. If you sell a long-term capital asset like land, property, or building, and invest the capital gain in these bonds within 6 months, you can avoid paying tax on those gains (up to ₹50 lakhs).
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Portfolio Management Services
Portfolio management involves professional oversight of your investments — including equities, bonds, mutual funds, and other assets — to help you achieve optimal returns with controlled risk. It ensures disciplined asset allocation, rebalancing, and performance monitoring for long-term growth.
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Tax Planning
Tax planning is a legal strategy to reduce tax liabilities through proper analysis of financial situations. It ensures maximum savings using deductions, exemptions, and investment options while staying compliant with Indian tax regulations.
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Our Financial Tools
Fund Performance
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Financial Calculator
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Financial Health
Our Financial Solutions offer tailored strategies to meet your unique goals, focusing on growth and risk management.
Financial News
Stay updated with the latest market trends, economic news, and investment updates.
Pay Premium Online
Easily pay your insurance premiums online through secure and hassle-free options.
Useful Links
Access a collection of useful websites and government portals relevant to financial planning.
Power of Systematic Investment Plan (SIP)
SIP Calculator
Welcome
Use the SIP calculator below to determine your potential returns on systematic investments.
Monthly investment
Time period (Year)
Expected Return
SIP Calculator - Pie Chart
Projected Value
Testimonials
What Are Clients Says
Impressed with their financial expertise. They've significantly boosted my investments, leading me to impressive financial success. Their incredible support and guidance are highly recommended for anyone seeking financial stability and robust growth.
Sunita Verma
Investor
ANUJ KRISHAN AGARWAL is an AMFI Registered Mutual Fund Distributor.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
ANUJ KRISHAN AGARWAL makes no warranties or representations, express or implied, on products offered through the platform of ANUJ KRISHAN AGARWAL. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
