Personal Finance Services · Lucknow
YourFinancialJourneyDeservesaBetterPlan.
Every financial goal begins with a thoughtful decision. Explore personal finance solutions designed to help you plan, invest and prepare for the future.
- AMFI Registered · ARN-121180
- QPFP Qualified
- Since 2017
0+
Years of Experience
Since 2017
₹0.0 Cr
Assets Under Management
Approximately
AMFI
Registered ARN
ARN-121180
QPFP
Qualified
Personal finance credential
Rooted in Gomti Nagar, Lucknow.
Meet us at our Vineet Khand office in Gomti Nagar, or connect over phone and WhatsApp from wherever you are.
2017
ARN registered
QPFP
Qualified
Mutual Funds
Insurance · NPS
Deposits
Bonds · Loans
About the firm
Personal finance, made clear and personal.
Prathmesh Financial Services helps individuals and families in Lucknow make informed financial decisions, from a first SIP to retirement income.
We start with your goals, not with products. Once we understand what matters to you, we explain suitable options across mutual funds, insurance, NPS and fixed income in plain language, and stay with you through regular reviews.
Know More About UsOur financial services
Planning support for every stage of life.
Goal Based Financial Planning
Turn life goals into a clear, time-bound investment plan.
Learn moreRetirement Planning
Estimate the corpus you need and build it step by step.
Learn moreChildren's Education Planning
Prepare early for rising higher-education costs.
Learn moreSIP and Lumpsum Planning
Choose the right mix of monthly SIPs and one-time investments.
Learn moreWealth Management Services
Holistic support for growing and protecting family wealth.
Learn morePortfolio Review and Rebalancing
Keep your investments aligned with your goals over time.
Learn moreTax Planning and ITR Filing
Organise tax-saving investments and file returns on time.
Learn moreProducts we deal in
- Mutual Fund Investments
- Insurance
- Pension
- Fixed Income
- Loans
9+ yrs
in personal finance
Meet the founder
Roopesh Agarwal
Personal Finance Professional
- Qualification
- B.Sc., QPFP
- Experience
- 9 Years+
- AMFI ARN
- 121180
- EUIN
- E-188833
Roopesh founded Prathmesh Financial Services with a simple belief: good financial decisions come from understanding, not from products. A QPFP-qualified Personal Finance Professional, he helps families in Lucknow set clear goals and choose suitable options with confidence.
Read Roopesh's ProfileHow we work
Your financial planning journey
Four simple steps, repeated over time, to keep your money aligned with your life.
- 1
Understand Your Goals
A conversation about your family, income, commitments and what you want your money to do.
- 2
Evaluate Your Financial Requirements
We estimate what each goal will cost, when you need it and how much risk you are comfortable with.
- 3
Explore Suitable Financial Solutions
Matching options across mutual funds, insurance, NPS and fixed income, explained in plain language.
- 4
Review Your Financial Progress
Periodic reviews keep your plan on track as markets move and your life changes.
Popular calculators
Run the numbers in seconds.
Free, easy-to-use tools to explore your SIPs, goals and retirement, with charts and clear breakdowns.
- SIP CalculatorEstimate how a monthly SIP could grow over time.Open calculator
- SWP CalculatorSee how long a corpus lasts with monthly withdrawals.Open calculator
- Goal SIP CalculatorFind the monthly SIP needed to reach a target amount.Open calculator
- Retirement by ExpenseRetirement corpus needed for your monthly expenses.Open calculator
- FD CalculatorCalculate fixed deposit maturity and interest.Open calculator
- NPS CalculatorEstimate NPS corpus, lump sum and monthly pension.Open calculator
Why choose us
A personal relationship with your finances.
We keep things simple, transparent and focused on what you are working towards.
Book a ConsultationPersonalised attention
You work directly with Roopesh Agarwal, who takes time to understand your family and your goals.
Goal oriented planning
Every recommendation is linked to a goal, a time frame and your comfort with risk.
Multiple product options
Mutual funds, insurance, NPS, deposits and bonds under one roof, so options are compared side by side.
Portfolio review support
Regular reviews to check progress and rebalance when your situation or the markets change.
Long term perspective
A patient, disciplined approach built for years and decades, not short-term market noise.
Digital calculators
16 free financial tools to explore SIPs, retirement, deposits and tax on your own, any time.
Professional support
Help with KYC, documentation, nominations, transactions and claims when you need it.
Google reviews
Hear from the families we work with.
Read genuine reviews from our clients on our Google Business Profile. If we have helped you, we would be grateful for your feedback.
Get in touch
Book your consultation.
Share a few details and we will get back to you. Prefer to talk now? Call or WhatsApp us directly.
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