CAGRfunds vs Penned

A boutique financial planning company helping individuals take better financial decisions to fulfill their life goals.

CAGRfunds helps individuals define their goals, understand their risk appetite and frame an investment plan to fulfill the goals.
With a client relationship model, this process requires engagement with the investor thereby enabling us to deliver a very customized solution - retention has been over 99%
We provide investment solutions which pans across mutual funds, NPS, PMS, AIF and Insurance. Our expertise lies in guiding individuals to follow a goal based investing mindset. Tax planning is a core of all advisory that we do.

Location: Mumbai, India

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