Amrita Agarwal

Financial Advisor | | Ex @ Choice | NISM Series VA | NISM PMS XXI A

Role: Financial Advisor at Fintoo
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Amrita Agarwal

I currently work as a Financial Advisor at Fintoo, where I interact with clients to understand their financial goals, income patterns, expenses, and risk appetite. Based on these insights, I guide them toward suitable wealth management solutions that support their long-term financial growth.I have completed my MBA in Finance and have also done NISM Series V-A (Mutual Fund Distributors) and Series XXI-A (Portfolio Managers). Earlier, I was associated with Choice International Limited as a Research Intern, where I gained practical exposure in investment products and the financial services industry.

Experience

Financial Advisor
Fintoo
Mar 2026 — Present

Education

DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI
BMS
DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI
Master of Business Administration - MBA
National Institute of Securities Markets (NISM)
Mutual fund services 5A

Contact information

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Work email
•••••@fintoo.in
Personal email
•••••@•••••.com
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Current company

Fintoo

Financial Services · 142 employees · Founded 2004 · Mumbai, Maharashtra, India

Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped 1,40,000+ clients across the country to achieve their financial goals such as, Financial Planning, Investment Planning, Mutual Funds, Tax Planning, Tax Saving, Wealth Creation, Child Education, Emergency Fund Creation and Retirement Planning. How We Do It: Fintoo’s one-of-a-kind Robo Advisor is exclusively developed to deliver completely customized, reliable and result oriented financial and investment planning solutions. Following a carefully developed process wherein our AI-Driven financial advisor focuses on understanding you, your family, your lifestyle and all the minute details that describe your current financial position and highlight your future aspirations, financial goals and most important, retirement goals. After getting the required inputs, the Robo advisor's technically advanced algorithm enables it to perform complex calculations based on several probabilities and ultimately create a completely customised financial plan for you that will guide you at every step of your financial journey and help you achieve your desired financial goals. Why not try our financial planning tool and take your first step towards realising your financial goals?

fintoo.in

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About Amrita Agarwal

Experience

Financial Advisor

Education

DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI

DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI

National Institute of Securities Markets (NISM)

Find verified contacts for anyone on LinkedIn