Meet Simi Agarwal
19+
Years of Expertise
"I don't sell products.
I design financial futures
built to last generations."
Simi Agarwal CFP® QPFP®
Founder, Sikka Wealthness · Bhubaneswar
Meet Your Planner
Your Financial Planning Partner
With 19+ years of dedicated experience, Simi Agarwal has helped business owners, professionals and affluent families across India build structured, goal-based financial plans that stand the test of time.
Her philosophy is simple: understand your life goals deeply, build a comprehensive plan around them, and stay with you every step of the way, adjusting, monitoring, and optimizing as your life evolves.
Goals First
Every recommendation starts with your goals, not with any product.
Fiduciary Commitment
Your interests are placed above everything else. Always.
Long-Term Vision
We plan for decades, not just the next quarter.
Total Transparency
Clear communication, no jargon, no surprises.
How We Work
A Structured Path to Financial Clarity
Six clear steps from where you are today to where you want your wealth to be tomorrow.
🤝1
Discovery & Goal Assessment
Deep conversation about your life goals, priorities & financial aspirations
🔍2
Financial Health Audit
Complete review of income, assets, liabilities, insurance & taxes
📐3
Gap Analysis
Identify risks, inefficiencies and opportunities in your current finances
🗺️4
Strategy Design
A bespoke financial plan tailored to your specific goals and situation
🚀5
Implementation
Guided, step-by-step execution of every element of your plan
📊6
Review & Monitoring
Ongoing performance tracking and strategy refinement as life changes
Your wealth deserves a plan
Ready to Begin Your Wealth Conversation?
A confidential, no-obligation 30-minute consultation with Simi Agarwal, clarity on your financial future starts with one conversation.