Prateek Agarwal

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Prateek Agarwal

Mr. Pratik Agarwal a Guwahati based Investment professional and founder of "BUDHIA FINVEST ADVISORIES" (INVES2GROW). Having experiences in the field if Financial Investment for over 7 years. Areas of expertise are Wealth Management, Portfolios Management, Financial Goal Planning, Retirement Planning, Short-term Financial Planning, Estate Planning etc. Mr. Pratik founded INVES2GROW in the year 2018 is a  creative professional approach with clear goal to help and guide clients in prepare their future financial achievements. Financial services are based on the proper understanding between both the parties particularly on future cash flow, financial objectives, the present distribution of individual wealth and financial risk acceptance level.

Services to be Provided:

  •  Insurance planning & Insurance management
  • Life insurance
  • Health insurance and General Insurance
  • Goal based planning
  • Wealth building
  • Investment reviews & Strategy implementation
  • Education/college planning 
  • Pre & Post retirement planning
  • Estate planning strategies
  • Distribution advice
  • Budgeting

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