About us
Helping Lucknow families make informed financial decisions.
Prathmesh Financial Services is a personal finance practice in Gomti Nagar, Lucknow, focused on financial awareness, goal-based investing and long-term relationships.
Our story
Built on understanding, not products.
Many people save diligently but are unsure whether their money is working towards the things they care about.
Prathmesh Financial Services was founded by Roopesh Agarwal to close that gap. Since registering as an AMFI mutual fund distributor in 2017, he has helped individuals and families organise their investments around clear goals: a child’s education, a home, a comfortable retirement.
Today the firm offers mutual funds, insurance, the National Pension System, fixed deposits, bonds and loan assistance under one roof, so that options can be compared side by side and fitted into one overall plan.
Our vision
A Lucknow where every family understands its finances well enough to make calm, confident decisions about the future.
Our approach
Goals first, then suitable solutions, then regular reviews. We focus on long-term discipline rather than short-term market movements.
What we stand for
Our values
Clarity
We explain options in simple language so you always understand what you are investing in and why.
Integrity
Honest conversations about risks, costs and limitations, with no promises of guaranteed returns.
Discipline
Steady, goal-based investing and regular reviews instead of reacting to every market headline.
Relationship
We aim to be the people your family can call about money matters for many years.
Roopesh Agarwal
Personal Finance Professional
Founder
Roopesh Agarwal
Personal Finance Professional · Founder & ARN Holder
- Qualification
- B.Sc., QPFP
- Experience
- 9 Years+
- Assets under management
- Approx. ₹1.5 Crore
Roopesh Agarwal is a Personal Finance Professional with more than 9 years of experience in helping individuals and families with mutual fund investments, insurance and retirement savings. He holds a B.Sc. degree and the QPFP credential.
His work centres on financial awareness: helping clients understand how goals, time horizon and risk fit together before any product is chosen. He believes that a well-understood plan, followed with discipline and reviewed regularly, does more for a family than chasing the best-performing fund of the year.
Roopesh holds AMFI Registration Number 121180 (EUIN E-188833) and works with HDFC Life, HDFC ERGO and HDFC Pension Management Company for insurance and NPS.
Registrations and codes
- Registration
- AMFI Registered Mutual Fund Distributor
- AMFI ARN
- ARN-121180
- EUIN
- E-188833
- ARN registration date
- 08 April 2017
- ARN valid till
- 29 March 2029
- AMC empanelment
- All (as per company records)
- HDFC Life Insurance code
- HDF 01632966
- HDFC ERGO Health & General Insurance code
- HCG240832244250
- NPS
- HDFC Pension Management Company Limited · Agent Code ABQPA6530L00121180 (10 February 2025)
Prathmesh Financial Services acts as a distributor of mutual funds and other financial products and is not registered with SEBI as an Investment Adviser. Information shared is for awareness and product distribution purposes and is not investment advice.
Talk to RoopeshLet's talk
Ready to plan your next financial step?
Book a no-obligation conversation with Roopesh Agarwal at our Gomti Nagar office, over a call or on WhatsApp.