Peeyoosh Agrawal - My Fin Advisor
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Peeyoosh Agrawal

myFin Advisor

Retirement Adviser

Service Location
Gurugram
Professional Licenses
None Listed
Commission Based Financial Advisor
May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address
A-603, Park View City 2, Sector 49, Sohna Road, Gurgaon, Haryana.

Client Focus & Services

Best suited for

Pre-retirees planning their exit from the workforce and recent retirees managing their retirement income. Individuals approaching retirement age (55+) who need help with retirement income strategies, Social Security optimization, and ensuring their savings last throughout retirement.

Problems solved

Retirement income planning, Social Security optimization, required minimum distributions, retirement budget creation, longevity risk management, pension decisions, healthcare cost planning, withdrawal strategy optimization, inflation protection, tax-efficient retirement distributions.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Peeyoosh Agrawal

myFin Advisor is a pioneer in e-financial advisory services in India—and among the first of its kind globally. Founded by Peeyoosh Agrawal, an IIT Bombay graduate with over 25 years of experience in personal finance, the firm is dedicated to serving individuals, families, NRIs, and corporates across the world with trusted, holistic financial solutions for investing in India.

Backed by a team of seasoned professionals, including Chartered Accountants, Company Secretaries, Chartered Financial Analysts, and Certified Financial Planners, myFin Advisor is a true one-stop shop for financial services. From advisory to execution, the firm assists clients in wealth creation, retirement planning, taxation, risk management, estate planning, and more. For startups, myFin Advisor acts as a specialist partner, offering comprehensive financial guidance from incorporation to growth strategy.

With a mission to be the growth partner of choice for clients, myFin Advisor emphasizes wealth creation through structured investments while tailoring advice to individual goals and risk profiles. For corporates, the firm brings financial prudence through structured decision-making, employee financial literacy, and strategies for self-reliance.

Over 12+ years of operation, myFin Advisor has served more than 10,000 satisfied clients, successfully completing 100+ projects with the support of its expert team of 8 professionals. With values rooted in accuracy, timeliness, transparency, and client-centricity, the firm continues to uphold its vision of being every family’s trusted financial advisor and every company’s strategic financial partner.

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