- SEBI-Registered Investment Adviser
Deepak Agarwal
Fee-only, conflict-free financial planning — paid by you, not by any product.
Registry checkedINA-266131 · Checked 25 May 2026
- Practice since
- 2025
- Clients
- 375
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Deepak the right person for you?
- Who it’s for
- High-earning professionals · Doctors · Families nearing retirement
- How they’re paid
- A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
Services
What Deepak helps with
- Goal & cash-flow planning
- Comprehensive financial planning
In Deepak’s own words
Deepak, unedited
With 1 years in the field, Deepak works with a focused set of clients in Pune and is known for a patient, no-pressure style.
Deepak AgarwalSupplied by the professional
On the record
Record and credentials
- Platform checked
- INA-266131 · Registration checked · No flags found in the recorded check · Last checked 25 May 2026 · EUIN BASL-613358
- Own account
- Tamil, Gujarati, English · WhatsApp or video call or in person · Nationwide (video)
- Qualifications
- CFA · NISM-Series-XA (supplied by the professional)
- Memberships
- BASL member
Professional experience
Self
2025 – presentFounder & Principal Adviser (SEBI RIA)
Citibank
2021 – 2025VP, Private Wealth
Kotak Mahindra Bank
2017 – 2021Wealth Manager
Ready to talk to Deepak?
Your number is shared privately, only when you request contact.
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