Advent Financial
ID: #1181483
Listed In : Finance And Banking Tax Consultants Financial Advisors
Business Description
Advent Financial is a SEBI registered investment adviser (INA300003616) based in Mumbai, offering fee-only financial planning and Life-Shaped Wealth Management for dual-career couples connected to India. Founded and led by Rahul Agarwal, CFP® and Registered Life Planner (RLP®), Advent has been registered with SEBI as an individual investment adviser since 8 October 2015. Its guiding belief: money should support the life you want to create, not become the thing that defines it. Services: Wealth and Investments; Financial Independence and Retirement; Major Life Decisions; Protection and Continuity; Tax and Estate Coordination (alongside your CA and lawyer); Cross-Border Planning for Indians abroad. Advent works fee-only, using direct, non-commission products wherever available, and never takes custody of client funds. Investments in securities markets are subject to market risks.
Website: https://adventfa.com/