About Us

Fueling Business Growth with Smart Financial Strategies

Who we are

Guiding Your Journey Toward Financial Stability

Assetra Financials is a trusted financial advisory firm dedicated to helping individuals

And families build, protect, and manage their wealth. With decades of experience and a client-first approach, we provide structured financial planning, investment advisory, insurance solutions, and credit guidance. Our focus is on delivering transparent, research-driven strategies that support long-term financial stability, disciplined portfolio management, and goal-based planning aligned with each client’s financial priorities.

25+

Years of Experience

Understand Your Goals

We first understand your financial priorities, life goals, and risk comfort.

Strategic Planning

We create structured financial plans focused on long-term stability and growth.

Right Financial Solutions

We recommend suitable investments, insurance, and credit solutions.

Ongoing Guidance

Regular reviews help keep your financial plan aligned with your goals.

Plan Today. Secure Tomorrow.

Expert financial guidance to help you grow, protect, and manage your wealth with confidence.

Leadership & Founding Team

Experienced advisors guiding clients toward financial stability

Bimal Kumar Agarwal

Mentor

(B.Com – St. Xavier’s College | LL.B)
Mr. Bimal Kumar Agarwal has over 30 years of experience in financial services, building strong client relationships based on trust, integrity, and disciplined financial guidance. His deep understanding of market cycles and investor needs forms the foundation of Assetra Financials and its long-term, client-focused approach.

Vivek Agarwal

Founder

(Chartered Accountant | Company Secretary | B.Com (Hons) – St. Xavier’s College) Vivek Agarwal is a Rankholder Chartered Accountant and Company Secretary with prior experience at PwC (Big 4) and Indian Oil Corporation Limited (IOCL). He focuses on financial analysis, taxation, compliance, and portfolio strategy, delivering structured, technology-driven solutions for resident and NRI clients aimed at long-term wealth creation