ACHA ADVICE. SACHA ADVISOR
Puneet Agarwal

Puneet Agarwal

advisor
Verified Advisor

About Advisor

Puneet Agarwal is a qualified Chartered Accountant and CISA. He has worked in notable organizations, including a KPMG consulting firm, Deutsche Bank, snd UK-Prudential before starting his own firm - Banyan. Banyan has assisted 250+ clients from multiple diverse backgrounds providing all sorts of financial, investments, taxes, and insurance needs for the past 15+ years. The two-year-old introduction of insurance coverage has also been flourishing well. When not at work, Puneet enjoys reading books and is an avid reader. He also likes to maintain a fitness regime.

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Introduction Video
about

Company

Founder - Banyan Financial Associates

about

Experience

15 years

about

License

Individual Agent

Qualifications

study

Chartered Accountant

Products

Health Insurance
Term Insurance
Mutual Funds
PMS
Alternative Investments
Taxation
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Dedicated Claims Team

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Languages Spoken

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Articles

Reviews

Pankaj Parmar photo
Pankaj Parmar
Already done, matter not pending. Thnx for F/B
Abhishank Shrivastava photo
Abhishank Shrivastava
Everyone looking for Health/life insurance - there are a lot of good service providers out there. Based on my experience, best out there, Beshak.org Insurance to understand everything, literally!
Ramshankar Hariharan  photo
Ramshankar Hariharan
Hi, iam now admitted in hospital for food poison. Surely will connect this weekend once I am discharged

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