About Agnam Advisors
Agnam Advisors is a Financial Services company founded in 2018. Investment advisory services focused on wealth management in Bangalore. Agnam Advisors offers products and services including Investment Advisory and Private Wealth Advisory. Its focus areas include Investment Advisory, Wealth Management, Private Wealth Advisory and Regulatory Compliance. Its legal entity in India is Agnam Advisors LLP (AAN-4015).
Company details
Agnam Advisors is identified as a SEBI-registered investment advisory firm that delivers fee-only services through a client-centric approach. Unbiased advice is extended to entrepreneurs, professionals, and businesses, emphasizing trust and transparency in relationships. Compliance audits have been conducted annually for financial years 2020-21 to 2023-24, ensuring regulatory adherence. Testimonials indicate that advice is adapted to market changes and client needs, with operations based in Bangalore. No performance guarantees are provided by registrations or certifications.
- SectorsFinancial Services
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- Website agnam.in
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- Legal Name Agnam Advisors Llp
- Date of Incorporation 05 Oct, 2018
- Jurisdiction Bangalore, Karnataka, India
Associated legal entities of Agnam Advisors
Agnam Advisors operates through Agnam Advisors Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Agnam Advisors Llp CIN AAN-4015 | Active | 05 Oct 2018 | Bangalore, Karnataka | 2 | View details |
Products & Services of Agnam Advisors
Agnam Advisors offers a comprehensive portfolio of products and services, including Investment Advisory and Private Wealth Advisory.
Unbiased investment advice is provided through a fee-only model for suitable options
Advice on private wealth is delivered in a client-centric, commission-agnostic manner
Board of directors of Agnam Advisors Llp (Agnam Advisors)
Agnam Advisors Llp is the primary company behind Agnam Advisors. The board of Agnam Advisors Llp currently have 2 directors; the longest-serving is Purvi Sharma, appointed in 2018. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Purvi Sharma DIN 05308383 | Designated Partner | 05 Oct 2018 | 8 yrs | Agnam Advisors Llp |
| Prashant Mishra DIN 05303512 | Designated Partner | 05 Oct 2018 | 8 yrs | Agnam Advisors Llp |
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Frequently Asked Questions about Agnam Advisors
Agnam Advisors was founded in 2018.
Agnam Advisors is identified as a SEBI-registered investment advisory firm that delivers fee-only services through a client-centric approach. Unbiased advice is extended to entrepreneurs, professionals, and businesses, emphasizing trust and transparency in relationships. Compliance audits have been conducted annually for financial years 2020-21 to 2023-24, ensuring regulatory adherence. Testimonials indicate that advice is adapted to market changes and client needs, with operations based in Bangalore. No performance guarantees are provided by registrations or certifications.
Agnam Advisors offers Investment Advisory and Private Wealth Advisory.
Agnam Advisors operates through Agnam Advisors Llp.
The legal entities of Agnam Advisors currently have 2 directors, including Purvi Sharma, Prashant Mishra.