At AgFinserv, we specialize in a wide range of financial services tailored to meet the dynamic needs of individuals, professionals, and business owners. Our offerings combine financial expertise, technology, and personalized consultation to ensure sustainable financial growth and access to capital.
We aim to be your trusted financial partner, providing reliable, transparent, and client-centric services that align with your personal and professional goals. Explore our diverse services that span investment planning, loan assistance, insurance solutions, and more.
What We Offer
Our curated financial services are designed to empower your wealth journey and streamline your access to credit and investment opportunities. With the right blend of technology and professional insight, we deliver hassle-free, personalized financial services for every stage of your life.
Client Desk
A one-stop digital platform to track your investments, access statements, and analyze your portfolio performance in real-time.
- 24x7 Access
- Portfolio Reports
- Transaction History
MARS (Mutual Fund Advisory)
A systematic advisory model that ensures your investments are regularly reviewed and rebalanced according to market trends and financial goals.
- Goal-Based Planning
- Regular Portfolio Rebalancing
- Professional Advisory
NJ E-Wealth Account
A digital investment platform that gives you complete control over your investment journey. Invest, track, and transact seamlessly anytime, anywhere.
- Online Mutual Fund Investing
- Zero Paperwork
- Real-Time Tracking
Frequently asked questions
Client Desk is a digital platform that provides 24x7 access to your investment portfolio, reports, and transaction history. It is a centralized tool for managing and analyzing your investments in real time.
MARS (Mutual Fund Automated Rebalancing System) is a systematic investment solution that monitors your portfolio and rebalances it periodically based on market movements and your financial goals. It aims to optimize returns while managing risk.
The NJ E-Wealth Account offers a paperless, online platform to invest in mutual funds and other financial products. It allows for seamless transactions, portfolio tracking, and real-time insights—all in one place.