
Puneet Agarwal

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.
Company
Founder - Banyan Financial Associates
Experience
15 years
License
Individual Agent
Qualifications
Chartered Accountant
Products

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