financial planning &wealth advisors

We @ Preipotips and Niveshgurus are into boutique Wealth Advisory . We are  a  professional financial planning &wealth advisory firm, specializing in offering detailed & holistic financial planning & advisory services to clients.

Our offerings include Private Equity & Pre-IPO’s,Alternate Investment Funds(AIFs),Mutual funds from all AMC’s, Corporate FD’s, NCD’s, Capital gain Bonds, NPS, PMS, Capital Markets, will writing Services, Loan against Securities and other Fixed Income options amongst others in Wealth Products.

We are priority partners with NJ Wealth , Edelweiss Private Wealth, Planify Capital, and all Leading Private Banks and NBFC’s successfully serving  clients pan India .

Both Preipotips.com & Niveshgurus.com are headed by Saurabh Agarwal, an Ex-Citibanker with over 20 years of experience in Branch banking, HNI wealth management and Asset sales & Channel Sales . He had the opportunity to work on both liabilities and as well as Asset side with Citibank NA.

Saurabh has previously worked with leading Companies like Reliance & Pidilite Industries too.

We @ preipotips believe in creating long lasting relationships with our clients  & help them  achieve their financial goals by selecting the right products and services and assisting them with taking prudent financial decisions.