What We Do
What We Do
Comprehensive Planning
for Every Financial Dimension
From building your first crore to securing your family's legacy, Simi Agarwal provides integrated, holistic financial planning across every area of your financial life.
Comprehensive Financial Planning
A 360° financial plan connecting all aspects of your money life into one coherent strategy.
- Life goals mapping
- Net worth planning
- Cash flow optimization
Investment Planning
Goal-based, diversified investment strategies aligned to your time horizon and risk profile.
- Equity & debt allocation
- Portfolio construction
- Mutual fund selection
Retirement Planning
Build a retirement corpus that ensures financial independence and dignity throughout your golden years.
- Corpus modelling
- NPS & EPF strategy
- Income drawdown plan
Insurance & Risk Management
Protect your income, family, and business from unforeseen financial shocks.
- Life & health coverage
- Critical illness plans
- Business risk protection
Estate & Legacy Planning
Ensure your wealth passes seamlessly and efficiently to the next generation.
- Will & nomination review
- Trust structures
- Asset inventory planning
Tax-Efficient Wealth Structuring
Maximise wealth retention through smart, legal tax planning integrated into your overall plan.
- Tax-loss harvesting
- Capital gains planning
- Business structuring
Children's Education Planning
Start early, invest right, and never compromise on your child's education aspirations.
- Education corpus building
- SIP-based goal plans
- International education funding
Business Owner Planning
Specialised financial planning for entrepreneurs navigating complex personal and business finances.
- Promoter wealth separation
- Business succession
- Exit & liquidity planning
Portfolio Review & Optimisation
Audit your existing investments and restructure them for better performance and alignment.
- Overlap analysis
- Cost reduction
- Rebalancing strategy
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.