wealthamanagement
Providing End-to-End Wealth Management
advice
World Class Advice – Local, Personal Values
advising
Advising Enterpreneurs, Professionals, Business and Trust
focusing
Focusing on relationships built on trust
Agnam Advisors is a SEBI registered fee only investment advisory setup that provides unbiased advisory through a
customer centric advisory model. We sit on the client’s side of the table while reviewing suitable investment options.
private

Private Wealth Advisory

A fee based, unbiased, commission agnostic and client centric
advisory proposition.

TESTIMONIALS

  • A.V. Asvini Kumar
    "I have been a client of Prashant since the past 5 years. I have found his approach and advice to be totally client focussed and transparent .He has also adapted to the vicissitudes of the market pretty nimbly. This has built a good level of transactional trust between us."
    A.V. Asvini Kumar
    Entrepreneur, Investor and Mentor. Founder and Ex-CEO, Thinksoft Global Ltd.
  • K. Jayakumar
    “I am absolutely delighted with Prashant’s service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”
    K. Jayakumar
    Senior Tech Leader, Investor and Mentor
  • P. Rangarajan
    "I have been a client of Prashant since 2013. Prashant has a very friendly, professional and personable nature, and works with integrity to provide sound financial advice and guidance. Prashant has good expertise in the financial sector and provides solutions that are in tune with my specific requirements. I have no hesitation in recommending Prashant and look forward to many more years of working with him."
    P. Rangarajan
    Entrepreneur, Investor and Mentor. Co-Founder and Ex-COO Appnomic Systems

Compliance Audit Status

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current year are as under :

S.No.Financial YearCompliance Audit StatusRemarks, If any
1FY 2020-21ConductedNA
2FY 2021-22ConductedNA
3FY 2022-23ConductedNA
4FY 2023-24ConductedNA

Click here for Complaint Status

Important Links

Investor Charter : Click here to view.

SCORES website : Click here to visit.

SEBI SCORES Mobile App : Click here to download.