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About the founder – Mrin Agarwal

Hi I am Mrin Agarwal. I have been a career investment advisor and was one of the top advisors in India. I have worked in large banks and have expertise in investment advisory, banking and stock markets, given my 23 years of experience in this sector.

I was successfully managing a very large portfolio and have given that up to pursue my passion of financial literacy. It all started with a financial education program for working women professionals to empower them to be truly financially independent.

The experience pointed out some worrying trends- Lavish lifestyle coupled with ignorance of money management = uncertainty

My aim is to make Indians specifically women and millennials to be financially secure. For this, I partner with corporates and organisations to better the financial foundation of their employees. For individuals, I do financial makeovers and have lot of free information on this website to help answer your queries. I want to share the steps to financial success that helped me pursue my passion, with YOU.

Our Programs have impacted more than 30,000 people over the last 5 years. Won the CNBC Grand Jury Prize for work done towards financial education & inclusion in the UTI CNBC Financial Advisor Awards 2015 & 2017.

Before dedicating my expertise towards spreading financial literacy in India, I worked with Citibank, Deutsche Bank, Birla Sunlife. I also managed a multi-family office for Ultra High Networth Individuals (promoters and CXO level employees) and was one of the top independent advisors in India by assets under management. I have extensive experience in investment advisory and banking services.

I am an expert speaker on Zee Business, CNBC, ET Now & Radio One and write monthly personal finance columns in Mint, Moneycontrol & DNA.

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