SACHA ADVICE. ACHA 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, and 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
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Company

BanyanFA LLP

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Experience

15 years

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License

Individual Agent

Qualifications

study

Chartered Accountant

Products

Term Life Insurance
Health Insurance
Travel Insurance
Life Insurance (Saving Products)
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Dedicated Claims Team

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Languages Spoken

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Reviews

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!
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Dheeraj Soni
Super...very helpful
Sabrish Menon photo
Sabrish Menon
Puneet is a very professional finance advisor & good knowledge in Personal finance & health insurance

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