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CAGRfunds

Startup

We are a financial planning company seeking to help individuals take better financial decisions to fulfill their life goals. Our value addit

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About CAGRfunds

CAGRfunds helps individuals define their goals, understand their risk appetite and frame an investment plan to fulfill the goals. With a client relationship model, this process requires engagement with the investor and hence requires interaction over calls. Interacting with each client helps us to understand the investor better and therefore recommend solutions that are relevant to him or her. In our experience, that is what has kept our retention extremely high. CAGRfunds provides investment solutions which pans across mutual funds, NPS, PMS, AIF and Insurance. Our expertise lies in guiding individuals to follow a goal based investing mindset. Tax planning is a core of all advisory that we do.

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Data CAGRfunds

Offices
Created India, August/2015
Status Growth
Locations

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