Pawan Kumar Agrawal
MBA,CPFA

Pawan Kumar Agrawal is the founding partner of Accord Financial Services LLP, the promoter of InvestGuru. He has all round work experience of 28+ year out of which last 22+ years have been dedicated to financial and investment services.

With Degree in Management from Faculty of Management Studies, Udaipur, he is NISM certified Mutual Fund Distributor & IRDA certified Life Insurance Advisor.

Pawan Agrawal heads the compliance. IT and customer service functions along with all the responsibilities of an entrepreneur.

Tulika Agarwal
FCS, L.LB, NISM Certified Mutual Fund Distributor

With Bachelor’s Degree in Science and Law, and as a Fellow member of ICSI, Tulika Agarwal is the most qualified member in Team Investguru. Her career spans 24+ years comprising successful stint in mid-size listed companies.

She is an NISM certified Mutual Fund Distributor and IRDA certified Life Insurance Advisor. She energetically services her clients to enable them to reach their financial objective with simplicity and peace of mind.

Her greatest virtue is to empathize with the clients and support the client according to the situation.

A mother of two bright kids, she reads extensively and is fond of sketching and painting.

Suman Grover
NISM Certified Mutual Fund Distributor

Suman Grover is one of the veteran team members of Investguru family working with the company for last 19 years.

She is Graduate from Delhi University and NISM Certified Mutual Fund Distributor.

Proficient and dedicated towards client service, she is truly a problem solver. She is hardworking and took pride in providing optimal solutions to the clients.

She lives in Delhi and enjoys exploring new cuisines and listening old Hindi songs.

Archana Chawla
NISM Certified Mutual Fund Distributor

Archana Chawla is a Graduate from Delhi University and an NISM Certified Mutual Fund Distributor. She is taking care of client relationships for last 17 years.

Industrious, sharp and soft spoken, she regularly upgrades herself about the products and processes. Archana interacts enthusiastically with the clients to guide and help them in their investment process.

She lives in Delhi and enjoys spending time with her family.

Priyanka Kashyap
NISM Certified Mutual fund Distributor

NISM Certified Mutual fund Distributor, Priyanka Kashyap is associated with Accord Financial Services LLP for last 11 years.

Methodical and hardworking, she is always eager to learn various aspects of financial products and processes. She spends considerable time working on client service needs and solves them promptly.

She lives in Delhi and enjoys playing badminton and listening music.

Lata Shakya
NISM Certified Mutual Fund Distributor

Lata Shakya is a Graduate from Delhi University and an NISM Certified Mutual Fund Distributor

She is associated with Accord Financial Services LLP for last 7 years. She believes in continuous learning and works with the clients deeply to solve their queries and guides them accordingly.

She lives in Delhi with her family. In her free time, she enjoys playing Carrom.

Mamta Prasad
NISM Certified Mutual Fund Distributor

Mamta Prasad is a Graduate from Delhi University and an NISM certified Mutual Fund Distributor. She has been an asset for InvestGuru for last 16 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.

Taneesha Bansal
ACA, B.Com, NISM Certified Investment Advisor (Level-2)

Taneesha Bansal is a member of ICAI having qualified Chartered Accountancy course in 2019. Along with having around 5 years of experience in Equity Research, she is an NISM Certified Investment Advisor (Level-2), NISM Certified Mutual Fund Distributor & 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
Bachelor of Arts

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.

Shilpa Bharti
M.Com, NISM Certified Mutual Fund Distributor

Shilpa is associated with InvestGuru for last 6 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.