AJAY AGRAWAL

Overview

Ajay Agrawal operates a sole-proprietorship advisory practice focused on direct wealth management and financial planning. The firm provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are a mix of a percentage of assets under management and hourly charges. The practice has a clear tilt toward liquid, publicly traded equities and uses third‑party managers for non‑core exposures rather than running a broad in‑house alternative investment platform. The adviser is not positioned as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices