Vision
Our passion is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved. We help you understand different financial products and suggest which is suitable for you and your financial goals.
Saral Agarwal
Saral Agarwal graduated from Hansraj College, Delhi University, with a degree in Mathematics, went on to St. Xaviers College, Kolkata and then completed a program in research and trading from Kredent Academy, Kolkata. With an year of corporate experience, Saral has accreditations from AMFI, IRDA and is an Advanced Financial Goal Planner.
During his research on investing and trading he found that members in his family and a majority of Individuals in India miss out on the amazing opportunity our country provides to grow wealth, either due to lack of knowledge on this subject, or due to the bad experiences of the massive misselling in the market or because one simply does not know how to go about it. He felt the need to fill this gap.
Saral has conducted various workshops on financial literacy and meditation for college students, corporates, PSUs, Paramilitary forces, prison inmates and for the general public.
Manmeet Agarwal
A punjabi girl (Sardarni) who fell in love & married a marwari boy, and hence savings, investments and money management has become a part of her lifestyle. She is a certified soft skills trainer, Art of living teacher and a financial coach.
She was born and brought up in Dehradun, graduated in commerce from Delhi University and has a keen interest in Indian culture.
She has traveled across India to conduct programs on meditation, soft skills & financial literacy in colleges, corporates and other institutions.
She is the co-founder of Investor Gurukul with an intention to bring financial literacy to the masses.
We are here to serve you as your
Coach
We are not just financial advisors, we are here to help you identify your financial goals and coach you through the most important financial decisions of your life, so that nothing stops you to achieve your goals.
Accountability Partner
One of the most difficult parts of planning is ensuring you follow through. We help you stay on track at every stage of life, regardless of changes, victories or challenges.
Confidant
We go beyond the numbers to make sure that you get the best of investment advice so that you feel confident in your decisions and can focus more on other important aspects of life.
How can we help you?
The economic challenges we face are new. The expenses are on a rise whereas saving rates are going down, Our approach to these challenges must be new as well.
At Investor Gurukul our goal is to empower and educate you to reach your goals, whether you have just started working, or you are settled in your career, or are about to retire.
Our team is equipped to provide relatable advice, proper education and tailored financial solutions. Let us educate, empower and invest in you.
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