CAGRFUNDS

cagrfunds-logo

CAGRfunds helps individuals define their goals, understand their risk appetite and frame an investment plan to fulfill the goals. With a client relationship model, this process requires engagement with the investor and hence requires interaction over calls. Interacting with each client helps us to understand the investor better and therefore recommend solutions that are relevant to him or her. In our experience, that is what has kept our retention extremely high. CAGRfunds provides investment solutions which pans across mutual funds, NPS, PMS, AIF and Insurance. Our expertise lies in guiding individuals to follow a goal based investing mindset. Tax planning is a core of all advisory that we do.

#SimilarOrganizations #People #Website #More

CAGRFUNDS

Social Links:

Industry:
Personal Finance Wealth Management

Founded:
2015-08-26

Address:
Mumbai, Maharashtra, India

Country:
India

Website Url:
http://www.cagrfunds.com

Total Employee:
1+

Status:
Active

Contact:
+91 97693 56440

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network


Similar Organizations

tailormade-financial-logo

TailorMade Financial

TailorMade Financial is a wealth management company.


Current Advisors List

shruti-agrawal_image

Shruti Agrawal Co-Founder @ CAGRfunds
Board_member
2018-08-04

Founder


shruti-agrawal_image

Shruti Agrawal

Official Site Inspections

http://www.cagrfunds.com Semrush global rank: 6.21 M Semrush visits lastest month: 1.26 K

  • Host name: ec2-52-35-159-199.us-west-2.compute.amazonaws.com
  • IP address: 52.35.159.199
  • Location: Boardman United States
  • Latitude: 45.8491
  • Longitude: -119.7143
  • Metro Code: 810
  • Timezone: America/Los_Angeles
  • Postal: 97818

Loading ...

More informations about "CAGRfunds" on Search Engine