Raajeish Agrawal | ARN-6657 AMFI MF Distributor

Kshem Finvest represents more than three decades of experience across financial-product distribution, insurance and client servicing.

The journey began in 1992, when Raajeish Agrawal started his financial-services career through an agency with Life Insurance Corporation of India. He subsequently expanded his work into General Insurance and later into Mutual Funds, Fixed Deposits and related financial products.

About Raajeish Agrawal

✅MBA - Insurance & Financial Planning

✅ARN-6657 | AMFI-registered Mutual Fund Distributor

✅CFFG - Certified Financial Freedom Guide

Financial-services experience since 1992

Raajeish believes meaningful financial progress begins when families understand their present financial position before choosing financial products. His approach combines financial awareness, risk protection, financial health assessment, goal understanding, product distribution, documentation and long-term client servicing.

Our Purpose

POSITIONING

✅Create. Protect. Preserve. Prepare for the Future.

✅Create - build disciplined saving and investment habits.Protect - identify important life, health, asset and business risks.

✅Preserve - maintain appropriate liquidity, documentation and continuity.

✅Prepare for the Future - understand education, retirement and financial-independence responsibilities.

Our Approach

PROCESS

Assess -> Identify Gaps -> Prioritise -> Implement -> Review

Where financial products are required, they are facilitated only through the applicable registration, agency or empanelment arrangements.

Our Team & Authorised Arrangements

Raajeish Agrawal

✅Mutual Funds: ARN-6657, AMFI-registered Mutual Fund Distributor

✅Life Insurance: Life Insurance Corporation of India - 01042935

✅General Insurance: United India Insurance Co. Ltd. - AGD0042297

✅Health Insurance: Star Health and Allied Insurance Co. Ltd. - BA0000002538

✅Fixed Deposits: HDFC Bank Deposit - BM/5996

Other FD facilitation (subject to current empanelment): Bajaj Finance, Shriram Finance, Mahindra Finance

Pratiik Agrawal

✅General Insurance: HDFC ERGO General Insurance Co. Ltd. - 200820254881

✅Health Insurance: Care Health Insurance Ltd. - 20071308

Priyanka Agrawal

✅Health Insurance: Niva Bupa Health Insurance Co. Ltd. - MUM0124763