About Us
Arvind Misra - Director Arvind Misra is a marketing professional who has lived and worked across three continents in the world. This diverse experience has given him the wherewithal of spotting opportunities as they arise and more importantly putting them to good use for his clients. Clear thinking and honesty in dealings with clients are his other attributes, which he brings to the table as a director of AGFINSERV. CA Geetha Gupta - Director Geetha Gupta was born in 1960 in New Delhi, India. She is qualified as a Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). In her spare time, she loves singing, dancing, and cooking. Geetha Gupta is married to Sanjay Gupta, who is a CA. She has a son named Akshay Gupta, who is a CFA Charterholder. Geetha started her career in the stock market, after being associated with several accounting, finance and investment firms. She established this wealth management practice under AG Finserv Private Limited in New Delhi. Geetha Gupta has helped clients explore their finance management options for over three decades, whether they are high-net-worth individuals or affluent multi-office families. At the company, she supports research in equity investments, mutual funds, debt and also looks after the compliance. Mission Statement To empower individuals, families, and organizations to achieve financial security and prosperity by providing personalized, innovative, and ethical wealth management solutions. We are dedicated to building lasting relationships founded on trust, transparency, and excellence in service. Vision Statement To be the most trusted partner in wealth management, inspiring financial confidence and enabling our clients to create, grow, and preserve their wealth for generations to come.