Sumit Agarwal
Financial Advisor @Fintoo
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WORK HISTORY
Financial Advisor @Fintoo
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
ABOUT SUMIT AGARWAL
I work as a bespoke, fee-based Financial Planner exclusively for HNI and UHNI families…
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