ACHA ADVICE. SACHA ADVISOR
Rahul Agarwal

Rahul Agarwal

advisor
Verified Advisor

About Advisor

Rahul is the founder and principal adviser of Advent Financial, a boutique financial life planning and wealth management firm. He is registered with SEBI as an investment adviser and is a Certified Financial Planner CM (CFP) from Financial Planning and Standards Board, USA (FPSB) & Registered Life Planner (RLP) from the Kinder Institute of Life Planning, USA.

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Introduction Video
about

Company

Founder - Advent Financial

about

Experience

20 years

about

License

POSP of an Insurance Broker/Company

Qualifications

study

MBA

study

Certified Financial Planner

Products

Financial Life Planning
Wealth Management
Term Insurance
Health Insurance
Disability Insurance
Mutual Funds
ETFs
REITs
InvITs
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Dedicated Claims Team

Get expert help to ensure 100% worry free process during your claims journey.

Languages Spoken

lang Hindi
lang English
lang Bengali

Articles

Testimonials

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Beshak Verified User Testimonials

All testimonials for this advisor are genuine & thouroughly vetted by Beshak for authenticity before being added.

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I am extremely happy and satisfied with the help, support and interactions i have had with beshak team for my term insurance requirement. I specifically want to highlight the process followed by Rahul (financial advisor) has really made my entire experience smooth. He first understood my requirement, explained different methods used to determine adequate cover, checked if i had any limitations, and suggested plan covering all my requirements. I am definitely recommending Beshak and Rahul's expertise to all my friends.

Beshak is not regulated by the Insurance Regulatory and Development Authority of India (IRDAI) and does not have any alliance or association with any Insurance business.
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