Pawan Kumar Agrawal is the founding partner of Accord Financial Services LLP, the promoter of InvestGuru. He has all round work experience of 25+ year out of which last 19+ years have been dedicated to financial and investment services.
With Degree in Management from Faculty of Management Studies, Udaipur, he is NISM Certified Personal Financial Advisor, NISM certified Mutual Fund Advisor & IRDA certified Life Insurance Advisor.
Pawan Agrawal heads the compliance. IT and customer service functions along with all the responsibilities of Entrepreneur.
With Bachelor’s Degree in Science and Law, and as a Fellow member of ICSI, Tulika Agarwal is the most qualified advisor in Team Investguru. Her career spans 21+ years comprising successful stint in mid-size listed companies.
She is an NISM certified Investment Advisor, NISM certified Mutual Fund Advisor and IRDA certified Life Insurance Advisor. She energetically advises and services her clients to enable them to reach their Financial Goals with simplicity and peace of mind.
Her greatest virtue is to empathize with the clients and provide suggestions according to the situation.
A mother of two bright kids, she reads extensively and is fond of sketching and painting.
Suman Grover is one of the veteran team members of Investguru family working with the company for last 16 years.
She is Graduate from Delhi University and NISM certified Investment Advisor-Level-1 and NISM Certified Mutual Fund Advisor.
Proficient and dedicated towards client service, she is truly a problem solver. She is hardworking and took pride in providing optimal financial solutions to the clients.
She lives in Delhi and enjoys exploring new cuisines and listening old Hindi songs.
Archana Chawla is a Graduate from Delhi University and an NISM Certified Mutual Fund Advisor. She is taking care of client relationships for last 14 years.
She is an NISM certified Investment Advisor-Level-1 and NISM Certified Mutual Fund Advisor.
Industrious, sharp and soft spoken, she regularly upgrades herself about the products and markets. Archana interacts enthusiastically with the clients to guide and help them in reaching their Financial Goals.
She lives in Delhi and enjoys spending time with her family.
NISM Certified Mutual fund Advisor, Priyanka Kashyap is associated with Accord Financial Services LLP for last 8 years.
Methodical and hardworking, she is always eager to learn various aspects of financial planning and investment advisory. She spends considerable time understanding client needs and risk profile and then only suggests suitable investment solutions.
She lives in Delhi and enjoys playing badminton and listening music.
Lata Shakya is a Graduate from Delhi University and an NISM Certified Mutual Fund Advisor (Level-1)
She has been helping the investors to plan and manage their investments and associated with Accord Financial Services LLP for last 4 years. She believes in continuous learning and works with her clients deeply to understanding their financial needs and goals and guides them accordingly.
She lives in Delhi with her family. In her free time, she enjoys playing Carrom.
Mamta Prasad is a Graduate from Delhi University and an NISM certified Mutual Fund Advisor. She has been an asset for InvestGuru for last 13 years.
Having a reasoning mind, she understands the needs of clients thoroughly and suggests the appropriate solutions to them. She always encourages the clients to keep their investments and goals on track. She has deep knowledge of operational procedures, which makes clients experience smooth in executing the investment process.
Being young and enthusiastic, she is always open to learn new things. Mamta lives with her family in Delhi and likes singing and playing Lawn Tennis.
Savita is 12 years veteran with Investguru. She has progressed from her executive role of solving client queries to that of managing the client servicing team for life and general insurance.
With her determination to give everyone a positive and satisfying experience with Investguru, she resolves client queries with utmost care and passion. She is always eager to learn more and helps her team members by updating them with changes in various products guidelines.
She is a Graduate from Delhi University and an NISM Certified Mutual Fund Advisor.
She is an avid cook and is fond of travelling with her family.
Taneesha Bansal is a member of ICAI having qualified Chartered Accountancy course in 2019. Along with having around 2 years of experience in Equity Research, she is an NISM Certified Investment Advisor, NISM Certified Mutual Fund Advisor & IRDA Certified Insurance Advisor.
Being a “Research Analyst” in InvestGuru team, she thoroughly conducts research on various investment options for clients including mutual funds, fixed income plans and debt plans. With deep knowledge of accounting, taxation and finance, she keenly keeps a watch on activities of the fund managers in respective portfolios to protect the interest of the clients.
Being young and passionate, she always tries to think in a dynamic way. She has very fine writing skills. One can find blogs written by her on the company’s website.
Apart from her work, she is fond of singing and playing musical instruments like guitar and keyboard.
Pooja is a graduate from CCS University, Meerut and is working with Accord Financial Services LLP since 2018.
Having an active personality, she handles clients queries quickly and effectively. She also helps in executing the process of investments smoothly by actively coordinating with the fund houses.
She has an urge to learn new things which keeps herself as well as our team updated about the new changes in regulatory laws and operational procedures of various fund houses.
She has brilliant designing skills and is fond of singing.
Chandrageeta is an NISM Certified Mutual Fund Advisor. She has an experience of 2 years in handling processes related to Mutual fund Operations.
As a part of the Operations team of InvestGuru, she helps to keep the execution smooth by co-ordinating with various intermediaries and supports the team by resolving queries and complaints from AMCs. She takes charge of proper documentation of every process responsibly. Her friendly and cheerful behaviour keeps the team vibrant.
Residing in Delhi, she is fond of singing. She also loves travelling and wish to explore as many places as she can.
Shilpa is associated with InvestGuru for last 4 years and is an integral part of Insurance Services Team.
She helps in seamless processing of Life/ Health Insurance applications as well as claims and takes care of renewals of policies timely. She keeps the team updated about changes in Insurance regulations and policies of Insurance companies. Active and Soft spoken, she handles the clients' queries effectively.
Being young and energetic, she is fond of dancing and getting trained in Kathak. She also loves Sketching and makes creative DIYs.
Pallav Agrawal is the co-founder of WeFlourish, a wealth management and financial advisory firm with offices in Noida and Greater Noida. Under the WeFlourish brand since 2007, he has been helping and advising investors to plan for their investments and fulfil their family goals in a disciplined manner. He has total work experience of 17 years out of which last 15 years have been in Investment services.
With Post Graduate Diploma in Management, he is a Certified Financial Planner(CFP), NISM Certified Retirement Advisor, NISM certified Mutual Fund Advisor & IRDA certified Life Insurance Advisor.
Pallav Agrawal’s strength is to take a holistic view of client profile and behaviour and advise him accordingly.
Parul Agrawal is the owner and co-founder of WeFlourish. She has a total work experience of 13 years in Investment services.
She is an NISM certified Mutual Fund Advisor and has a Bachelors Degree in Commerce from Kanpur University. She is very passionate and determined about Financial Freedom of Women and continuously spread Financial Awareness among women in Greater Noida.
She is a fitness freak and follows a very strict health routine. She loves to sketch and do experimental cooking in her free time.