CAGRwealth
CAGRwealth is a boutique investment advisory firm providing factor based and fundamental research based investing model portfolios based on deep research.
CAGRwealth
CAGRwealth is a boutique investment advisory firm providing factor based and fundamental research based investing model portfolios based on deep research.
Managed by
Shruti Agrawal, CFA
10+ Years experience
Shruti Agrawal is the founder of CAGRwealth and has over 10 years of experience in investing, markets and wealth management. She has also co-founded CAGRfunds, a boutique Personal Finance company, helping individuals primarily manage their mutual fund portfolios.
Shruti has so far managed wealth for over 200 families and believes in the concept of value addition for her clients. The core value of her investment advisory practice is to enable her clients to compound wealth and achieve financial independence early.
A CFA Charterholder and a graduate from MDI herself, Shruti works with a team of IIT & IIM/MDI Graduates, CFA Charterholders and CAs.
Being one of the very few women SEBI RIA in India, she is extremely passionate about helping women embark on the journey of financial empowerment.
Shruti is supported by a strong research team.
Shruti Agrawal is the founder of CAGRwealth and has over 10 years of experience in investing, markets and wealth management. She has also co-founded CAGRfunds, a boutique Personal Finance company, helping individuals primarily manage their mutual fund portfolios.
Shruti has so far managed wealth for over 200 families and believes in the concept of value addition for her clients. The core value of her investment advisory practice is to enable her clients to compound wealth and achieve financial independence early.
A CFA Charterholder and a graduate from MDI herself, Shruti works with a team of IIT & IIM/MDI Graduates, CFA Charterholders and CAs.
Being one of the very few women SEBI RIA in India, she is extremely passionate about helping women embark on the journey of financial empowerment.
Shruti is supported by a strong research team.
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