We are a FINTECH company engaged in end to end wealth management for our clients.
At CAGRfunds, our aim is to provide our clients with reliable and suitable investment portfolios together with a seamless digital investing experience. Our philosophy is to foster long term relationship with our clients and ethics is the core of our value system.
We have a young team of professionals who are crazy about what they do! Every member of the team works really hard in making your investing journey truly delightful. We understand the complexities in the investment journey and aim to travel with you to ensure you meet your financial goals as planned. Although, the digital presence helps you to track your financial progress real time, our team is just a call away for any of your needs.
Vikash Agarwal, CFA
Vikash has been instrumental in setting the vision and values for the company. He has over 5 years of experience in the Financial Services Industry. Previously, Vikash has worked with the Treasury Department of Federal Bank looking after foreign exchange sales. He was also a key resource in setting up the Treasury Sales and Financial Institutions Team for the Bank. A Chartered Financial Analyst (CFA Institute, USA) and a Chartered Accountant (ICAI) by profession, Vikash exudes a high degree of confidence and energy. His passion for growth, professionalism and a keen eye for detail has enabled CAGRfunds to differentiate itself in the budding fintech industry.
Siddharth Jain, CA
Siddharth has been key to strengthening the roots of our inherent value “Investor First” by leading the Business Development division of CAGRfunds. With an extensive network across East India, he has successfully established strong client relationships. Previously, Siddharth was associated with the risk advisory and consultancy practise of KPMG wherein he has served several blue chip corporate clients. A Chartered Accountant (ICAI) by profession, Siddharth displays intense passion for his work. With strong people skills and a keen sense of understanding consumers, Siddharth has been instrumental in strengthening the foundation of CAGRfunds.