ABOUT US

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Founded in 2008 and now partnered with NJ Wealth, Agrawal FinCorp proudly serves a growing clientele of satisfied investors. We are an AMFI Registered Mutual Fund and Insurance distributor, committed to transforming the way individuals plan their financial futures.

We provide an end-to-end suite of services, ranging from insurance to mutual funds, tax strategy, and portfolio management. With a highly qualified team and deep expertise, we enable smart investment decisions for both short-term needs and long-term retirement planning.

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Client-Centric Approach:
Your long-term goals drive our strategies.

Diverse Product Basket:
We offer a unified platform for multiple financial products.

Focus on Satisfaction:
Our trained professionals and digital tools ensure smooth, efficient service.

Value-Added Services:
Track and manage your portfolio anytime, anywhere.

Experience & Skills:
since 2008 in financial services, we bring real experience to every client interaction.

Passion-Driven:
We’re here because we genuinely love helping people grow their wealth.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

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Mr. Atul Kumar Agrawal

Founder, Agrawal FinCorp
A visionary in the financial services since 2008. Known for his sharp insight into market behavior and client-first advisory approach.

🌸 Agrawal FinCorp – Our Commitment

We believe Trust • Ethics • Transparency build long-term relationships. 🀝

πŸ” Our Key Commitments:

πŸ’³ No Direct Money Transfer – We never ask clients to transfer money to our bank account. Payments always go directly to the AMC/Insurance Company.

🚫 No Unproductive Messages – No routine Good Morning, Good Night, Festival Greetings or Community Messages.

🎯 Ethical & Goal-Based Advice – Recommendations are based on suitability, research and financial goals such as Child Education & Marriage, Retirement Planning and Wealth Creation — not higher commissions.

πŸ“ Manipulate personal or financial information - We never manipulate personal or financial information in insurance proposals to obtain higher insurance coverage.

πŸ“ˆ No Return Guarantees – Clear communication about market risks and realistic return expectations.

⏳ Long-Term Discipline – Encouraging patience and avoiding unnecessary redemption, especially during market volatility.

πŸ” Regular Portfolio Review – Periodic reviews to keep investments aligned with your financial goals.

πŸ“š Investor Education – Helping clients understand risk, return expectations and time horizon before investing.

πŸ”’ Strict Confidentiality – Your financial information remains private and is never shared with anyone without your consent. You can confidently refer your friends & relatives — we never disclose your investment details.

Awards & Certificates

Β© 2026 All Rights Reserved. Atul Dineshchandra Agrawal AMFI- Registered Mutual Fund Distributor.
(ARN:123418 Date of Initial Registration:31/05/2017 & Current Validity: 19/05/2029).

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