Rahul Agarwal

Rahul is the founder of Advent Financial and a professional committed to providing financial advice that begins with an individual’s life rather than their numbers. A Certified Financial Planner (CFP®) and Registered Life Planner trained by the Kinder Institute of Life Planning, he brings more than fifteen years of experience to helping clients build financial strategies that feel as authentic as they are practical. His approach is rooted in empathy, deep listening, and an understanding that meaningful advice must reflect real lives, not just spreadsheets.

Rahul established Advent Financial after observing how traditional financial planning often overlooks the dynamics of couples—their shared dreams, differing comfort levels with money, and the challenge many face in discussing financial decisions openly. He works with both partners to surface values, clarify goals, and design plans that reflect what truly matters to them. More than 80 percent of his clients report feeling clearer and more confident about their finances after working with him, a testament to his life-centered philosophy.

As a fee-only, SEBI-registered adviser, Rahul provides independent guidance that is free from commissions and product bias. His work is anchored in three principles: trust built through conflict-free advice, financial plans tailored to each client’s unique life, and a belief that money should be used to create meaning and fulfillment. His mission is simple—to help individuals and families move forward with confidence, purpose, and a financial strategy that genuinely supports the life they want.