Ramesh Agarwal

Assets Banking

Financial Advisor

Service Location

Noida

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

Unit 478, C tower, 3rd Floor, Alphathum Building, Sector 90, Nearest Metro Station - Noida Sec 137, Noida UP -201305.

Website

https://assetsbanking.com/

Client Focus & Services

Best suited for

Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.

Problems solved

Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.

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 Ramesh Agarwal

Ramesh Agarwal is a seasoned Certified Financial Planner, boasting a decade of extensive experience in Equities and Derivatives trading. His role encompasses a diverse range of responsibilities, primarily centered around evaluating and analyzing market fluctuations, which subsequently inform the creation of critical reports on emerging market trends. To excel in his profession, Ramesh has always remained acutely attuned to the ever-evolving landscape of the social, political, and technical factors that impact both the Domestic and Global markets.

As an expert in Equities and Derivatives, Ramesh understands the profound significance of societal and governmental policies. He comprehends that shifts in social and government policies have a profound impact on Equity Markets, necessitating swift and adept adjustments to an organization's approach and strategies. In his current role, Ramesh is entrusted with managing the Delhi and North India business operations of 'Assets Banking,' where he collaborates closely with a specialized team to navigate the intricacies of the financial sector.

Ramesh Agarwal's profound knowledge and extensive experience make him a valuable asset in the realm of financial planning and equities trading, ensuring that clients and businesses receive the highest level of expertise and guidance in an ever-evolving market environment.

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