About us

We are a leading personal financial advisory firm guiding investors to realise their dreams by planning and managing their wealth since 2003. Serving 28000+ investors across the world, we believe every client is special. Therefore, our team of qualified and experienced professionals talks to you and makes sure that our solutions are designed to match your specific dreams and goals.

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MISSION

To assist and guide the investors in achieving their financial goals with peace of mind.

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VISION

To be a leading personal financial advisor through a suitable mix of technology and human approach.

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CORE VALUES

  1. Knowledge
  2. Integrity
  3. Simplicity
  4. Speed
  5. Purpose

Why We Are Here

Our Journey

our-journey

Our Team

Pawan Kumar Agrawal

MBA, CPFA

Pawan Kumar Agrawal

MBA, CPFA

Pawan Kumar Agrawal is the founding partner of Accord Financial Services, the promoter of Investguru. He has an all round work experience of 21+ years.

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Tulika Agarwal

FCS, L.LB, NISM Certified
Mutual Fund Advisor

Tulika Agarwal

FCS, L.LB, NISM Certified
Mutual Fund Advisor

Tulika Agarwal is the FCS, L.LB, NISM Certified. she is the most qualified advisor in Team Investguru.

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Suman Grover

NISM Certified Mutual Fund Advisor

Suman Grover

NISM Certified Mutual Fund Advisor

Suman Grover is one of the veteran team member of Investguru family working with the company for last 13 years.

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Why your Investments do better with Investguru?

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Qualified & Experienced Professionals

Post your query to have solution for your investment related problems. Our qualified and experienced team of professionals.

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Online Portfolio & Financial Goals Tracker

Keep tab on your financial goals status, mutual funds’ performance, SIPs and transaction details online.

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Regular Updates & Analysis

Take advantage of changing economic situations and tax laws through our regular updates.

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