Sumit Agarwal

Financial Advisor at Fintoo || Ex- Motilal Oswal || PGDM Finance & Analytics

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

Finance & AccountingView LinkedIn profile

About Sumit Agarwal

I work as a bespoke, fee-based Financial Planner exclusively for HNI and UHNI families…

Experience

Financial Advisor
Fintoo
May 2025 — Present · Mumbai, IN
I guide high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI) toward financial freedom through bespoke, fee-based wealth strategies. With a commitment to personalized financial planning, I align each client’s unique goals with data-driven insights and market opportunities, ensuring stability, growth, and long-term financial confidence.

Education

Deepika English Medium School - India
Senior Secondary, Business/Commerce, General
ST. Arnold School
Secondary Education
ISBR Business School
PGDM, Finance & Analytics
The Institute of Chartered Accountants of India
CA foundation
Sambalpur University
Bachelor of Commerce (Hons.), Finance and Financial Management Services

Contact information

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Work email
•••••@fintoo.in
Personal email
•••••@•••••.com
Direct dial
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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 Sumit Agarwal

Experience

Financial Advisor

Education

Deepika English Medium School - India

ST. Arnold School

ISBR Business School

The Institute of Chartered Accountants of India

Sambalpur University

Find verified contacts for anyone on LinkedIn