SHAIWAL AGARWAL

CEO

Ghaziabad, Uttar Pradesh, India4 mos experience

Key Highlights

Over 20 years in financial services
Managing ₹180 Cr+ AUM
Pioneered wealth management through Mutual Funds

Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial planning.

Contact

Skills

Core Skills

Wealth ManagementFinancial PlanningPortfolio Management

Other Skills

Mutual FundsFinancial AnalysisClient ManagementInvestment StrategiesStrategic Financial PlanningCPFA CERTIFIEDInvestmentsAsset ManagementRetirement PlanningReal EstateEquitiesEstate PlanningGoal PlanningInsuranceFixed income

About

• 20+ years of experience in the financial services sector • Managing ₹180 Cr+ Assets Under Management (AUM) • CPFA, CFGP certified • MBA (Finance) and LLB • Extensive exposure across multiple financial products and services • Continuous learner with multiple diplomas and training programs from reputed financial institutions. What I am doing is • Help individuals and institutions plan their financial lives with clarity and structure • Build goal-based financial plans aligned to real-life needs • Design customised investment portfolios based on risk appetite, time horizon, and objectives • Specialised expertise in Mutual Funds and long-term wealth solutions. Why You Are Trusted • Serving clients consistently since 2006 • Among the early pioneers of wealth management through Mutual Funds • Strong track record built on disciplined processes, not product pushing • Trusted by clients for unbiased advice and long-term thinking. Let’s connect if you’re looking for structured, disciplined, and goal-oriented wealth creation.

Experience

4 mos

Total Experience

4 mos

Average Tenure

4 mos

Current Experience

Finfocus wealth private ltd.

MD & CEO

Jan 2026 – Present · 4 mos

At Finfocus Wealth, we believe that true financial advisory begins with understanding the person behind the portfolio — their aspirations, responsibilities, and life goals.
As the MD & CEO of Finfocus Wealth Private Ltd., I lead a team of dedicated financial professionals committed to delivering conflict-free, unbiased, and comprehensive financial planning & wealth management solutions.
Our approach is simple yet powerful — we listen first, plan meticulously, and walk alongside our clients at every stage of their financial journey. From wealth creation and protection to retirement and estate planning, we handhold our clients until they achieve the life they imagine.

Mutual FundsFinancial AnalysisWealth ManagementFinancial Planning