The Financial Doctor is running by a group of Financial Professionals. The Founder of The Financial Doctor is Mr. Mohit K. Agarwal a Certified Financial Planner (CFP), having a rich working experience of more than 20 years.
Till 2008 Mr. Agarwal served M/s. Karvy Stock Broking Ltd., Dehradun as Branch head. The objective of Mr. Agarwal is to make client .financially educated to take more informed decisions, for this cause Mr Agarwal Takes guest lectures in Corporates, Colleges and other places. Mr. Agarwal writes articles for financial awareness and investment planning. He is also associated with Reliance Mutual Fund's EDGE ACADEMY as Associate Trainer.
The team of Financial Doctor believes, âOne size fits allâ is not a strategy that works in modern financial planning & wealth management. Every output is necessarily an exclusive strategy designed to meet the very special needs of an individual.
With intelligent assessment of Risk profiles, Investment horizons and Cash flows, customized allocations are chalked out for each individual investor and such portfolios are regularly monitored to help the client achieve desired returns.
The team feels that the responsibility of the advisor is not just to sell the product but to help the investor understand the risk and returns associated to it so that he or she can take an informed decision as per his or her need. Since the advice is not product specific, the emphasis of the team is to help the clients to achieve their Financial Freedom.
With clients, we make relationships for life!