Saral Agarwal, CWM®

CEO

Dehradun, Uttarakhand, India11 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of a successful financial consulting firm.
Experienced Art of Living Faculty conducting impactful workshops.
Expertise in wealth management and personal finance.

Stackforce AI infers this person is a Financial Consultant with expertise in wealth management and personal development.

Contact

Skills

Core Skills

Wealth ManagementFinancial PlanningFinancial Analysis

Other Skills

SalesRetirement PlanningMutual FundsEquity ResearchTradingEquity TradingFinancial ServicesInsuranceHealth InsurancePreparation of WillsPersonal FinanceEntrepreneurshipPeople SkillsYogaTeam Management

About

'Born in a Marwari family and married to a Punjabi girl, my life is an amazing combination of investing big & spending big. I am an Art of Living teacher, meditator and financial consultant.' I started my own Financial Consulting firm in 2016 (Saral Enterprises later re-named to Investor Gurukul). I currently hold a retail asset under advice of over 30 Crores. I have also been blessed as an Art of Living Faculty in 2014. Since then I have conducted various workshops for govt. executives, armed forces, corporates, students, professionals, retirees and home makers on meditation, life skills, investing basics & wealth management. I have fortunately been associated with the financial markets and the Art of Living organization since my child hood and have held the office of 'state media coordinator for The Art of Living Bureau of Communication, Uttarakhand', 'Area Teachers Coordinator, Art of Living, Dehradun' and 'Privileged Relationship Manager, Anand Rathi Group'. My mission is simple, Make investing and meditating simple and rewarding for everyone. If you want to talk more about how to plan your investments or on how to experience deep meditation, contact me at saralagarwal@hotmail.com

Experience

Investor gurukul

2 roles

Chartered Wealth Manager

Nov 2023 – Present · 2 yrs 5 mos

SalesWealth Management

Personal Finance Coach

May 2016 – Present · 9 yrs 11 mos

Retirement PlanningMutual FundsSalesEquity ResearchWealth ManagementTrading+4

The art of living

4 roles

Institutional Programs Developer

Jan 2022 – Present · 4 yrs 3 mos

Overlook and develop institutional level programs with the Art of Living in Uttarakhand.

Area Teachers Coordinator

Apr 2019 – Present · 7 yrs

Coordinating and supporting Art of living teachers in Dehradun for regular activities.

Faculty

Aug 2014 – Present · 11 yrs 8 mos

Art of living Faculty conducting highly effective educational and self-development programs and tools that facilitate the elimination of stress. These tools also foster deep and profound inner peace, happiness, and well-being for all individuals.