Anuja Agarwal is a seasoned SEBI-registered research analyst with a profound academic background and extensive experience in the finance sector. Her SEBI registration number is INA200015857. Anuja embarked on a dynamic career journey. Transitioning from managerial roles in esteemed financial institutions like HDFC Bank to co-founding and leading InvestAscent Wealth Advisors Pvt Ltd, Anuja has honed her expertise in providing professional private wealth management services. Anuja Agarwal is a seasoned SEBI-registered research analyst with a profound academic background and extensive experience in the finance sector.
Anuja Agarwal obtained her Bachelor of Commerce degree from DN College, Hisar, before pursuing a Master of Business Administration in Finance and Marketing from Guru Jambheshwar University. Her academic background and a keen interest in the finance sector laid the groundwork for her career as a SEBI-registered research analyst.
Beginning her professional journey as a manager at HDFC Bank, Anuja Agarwal transitioned to roles as a wealth manager at Wealthadvisor and regional manager at HSBC INVEST DIRECT. Since 2009, she has been Executive Director at InvestAscent Wealth Advisors Private Limited.
INVESTASCENT WEALTH ADVISORS PVT LTD
Investascent Wealth Advisors Pvt Ltd is a BSE Administration and Supervision Ltd (BASL) member consultancy company in Bangalore with BASL membership ID 1634.
Anuja Agarwal is the co-founder and managing director of the company.
Investascent was established by a group of veteran private bankers to create a boutique wealth advisory firm dedicated to delivering professional private wealth management services. The core team boasts over 85 years of combined hands-on experience across various domains, including wealth advisory, Private Banking, Treasury Management, Risk Management, Private Equity, Stock Markets, and succession planning.
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Their diverse expertise enables them to offer an unparalleled blend of personalized wealth management opportunities. Understanding that greater wealth entails more complex needs and a heightened level of personal attention, Investascent prioritizes individualized solutions. Rejecting the notion of one-size-fits-all approaches, they recognize the uniqueness of each client. At Investascent, clients are at the heart of everything they do. Each team member brings their own expertise and experience to cater to clients’ assets, ensuring proactive, up-to-date investment advice and innovative wealth management solutions crafted to safeguard, augment, and expand their wealth.
Investascent’s commitment to providing a unique investing experience is rooted in its client-centric approach and comprehensive industry experience.
The following is the list of Services Investascent Wealth Advisors Pvt Ltd provides.
- Tax Advisory Services
- Financial Planning Service
- Succession Planning Service
- Non-Discretionary Portfolio Advisory Service
- Trust Management
- Risk Management
- Corporate Finance and Debt Syndication.
Achievements and Media Presence of Agarwal
Anuja Agarwal has written articles related to investment in top Indian magazines such as The Week.
Investascent by Anuja Agarwal received financial Advisor 2018-19 for the best-performing individual finance advisor-Women(South) category.
FAQs About Anuja Agarwal
Who is Anuja Agarwal?
Anuja Agarwal is a SEBI-registered research analyst with registration number INA200015857. She is also the co-founder and managing director of Investascent Wealth Advisory Pvt Ltd.
Where is Investascent Wealth Advisory Pvt Ltd situated?
Investascent Wealth Advisory Pvt Ltd is situated in Jayanagar, Bangalore.
Who are the directors of Investascent Wealth Advisory Pvt Ltd?
- SHAILESH PRAKASH MEHTA
- ANUJA AGRAWAL
- SYED FAISAL AHMAD
- SHREENIDHI ADIGA
