The person behind Lakshya Wealth.
Gaurav Agarwal
Founder · ARN 351373
Meet Gaurav Agarwal.
MBA – Finance · NISM Series V-A · AMFI-registered Mutual Fund Distributor · ARN 351373
Gaurav’s professional background spans banking, wealth management and SME finance. His approach starts by understanding your life goals, risk tolerance and cash flow before discussing a way forward.
Gaurav Agarwal’s background spans insurance broking, lending as a Direct Selling Agent (DSA), and mutual fund distribution. These experiences inform a practical understanding of the financial decisions individuals and business owners face.
Lakshya (लक्ष्य) means goal or target in Hindi and Sanskrit. The name reflects how we work: begin with a specific goal, understand the circumstances around it, and discuss the next steps.
We help salaried individuals, self-employed professionals and SME/MSME owners plan for their wealth goals. For business owners, our separate paid consulting service focuses on cash flow, revenue enhancement and new revenue streams.
Gaurav Agarwal is an AMFI-registered Mutual Fund Distributor, ARN 351373. Mutual fund distribution and fee-based business advisory services are distinct services.
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