Agarwal Accounting &
Investment
Insurance, stock market services, and investment planning under one roof — built around your actual goals and risk appetite, not a one-size policy.
Stock Market & Insurance
Personal advice:- One trusted point of contact.
I started this journey in 2007 with the Stock Market Bonanza franchise, and since then I have been helping people manage their money the right way.
I work as an authorized advisor for LIC, TATA, HDFC ERGO, Care Health and Star Health, and offer all types of insurance — Life, Health, and General. Along with this, I also handle accounting services for individuals and businesses.
I believe in honest advice and personal attention, and that is what has kept my clients with me for so many years.
Four services. One relationship.
Most people end up with an insurance agent, a broker, and a bank RM who never talk to each other. We run all four under a single plan.
Insurance
Life, health, and asset cover mapped to the risks you actually carry — not a bundled policy sold on commission.
- Life & term insurance
- Health & family floater plans
- Vehicle & asset protection
Stock Market Services
Research-backed equity access, from opening your first demat account to a fully managed portfolio.
- Demat & trading account setup
- Guided equity investing
- Portfolio tracking & rebalancing
Investment Plans
SIPs, mutual funds, and goal-based plans mapped to what you're actually saving for — not generic targets.
- Goal-based SIP planning
- Mutual fund advisory
- Retirement & child education plans
Tax, Accounting & Compliance
Accurate accounting, GST, and audit support handled end to end, so your records stay compliant and CA-ready.
- GST filling & ITC reconciliation
- Tally & Busy bookkeeping
- Financial statements & BRS
- Audit & CA Support
- TDS & statutory compliance
Loan Consultancy & Services
Get expert guidance for choosing the right loan, preparing your documents, and completing the application process smoothly and efficiently.
- Business Loans, Personal Loans, Car Loans & Home Loans.
- Complete documentation, profile building & loan processing setup.
- Authorized Licensed From HDFC Bank Ltd. -- Services Available For All Banks
Banking Solutions
Simplify your banking needs with reliable assistance for accounts, transactions, documentation, and other essential banking services.
- Savings & Current Account opening assistance.
- Fixed Deposits (FD), Recurring Deposits (RD) & Post Office Investment Schemes.
- Investment planning for secured returns & tax-savings.
We stay long after the sale.
Licensed advisors
Every recommendation comes from a certified advisor, not a call-centre script.
20+ Years of hands-on experience
Every plan is shaped by real client cases, not a generic checklist.
Honest recommendations
We suggest what actually fits your situation — not whatever pays the highest commission.
Support after signup
Quarterly reviews and a direct line to your advisor, not just an onboarding call.
Four steps, start to finish.
The same sequence for every client, whether you're buying your first policy or restructuring a portfolio.
Understand
A free consultation to map your income, goals, and risk appetite.
Plan
A tailored mix of insurance and investment products, explained line by line.
Execute
Accounts opened, policies issued, funds deployed — we handle the paperwork.
Review
Quarterly check-ins and rebalancing as your income and goals change.
See what changes when you're not doing this alone.
A side-by-side look at handling insurance, investing and accounts on your own versus with a dedicated advisor.
- Separate agent, broker & bank RM
- Policies bought once, rarely reviewed
- Chasing claims and forms yourself
- Fees buried inside the product
- One advisor for insurance, investing & accounts
- Plans reviewed every quarter
- Claims and paperwork handled for you
- Clear, upfront fees — no hidden commission
What working with us looks like.
Sample feedback — replace with your own client quotes once you're ready to publish.
“My GST returns are now completely hassle-free. Everything is handled accurately and on time, and they explain the process clearly whenever I have a question. It gives me real peace of mind.”
"He made my insurance planning simple and stress-free. He understood my needs, explained every option clearly, and helped me choose the right coverage without any unnecessary pressure.”
"He guided me through the stock market with patience and clarity. From understanding my goals to making informed investment decisions, I always felt supported and confident.”
Your money deserves a clear direction.
Tell us where you are today, where you want to go, and what is getting in the way. We'll turn that conversation into practical next steps — without pressure.
A simple first step can change the whole plan.
One focused conversation to understand your goals, review your priorities, and identify where the biggest opportunities are.
Every message gets a reply within 24 hours.
Prefer to talk first? Reach out directly and we'll set up a time.
manish.sheo@yahoo.com
Phone
+91 94145-89153, +91 82094-52410
Office
Shop No 287, 2nd Floor, RK Complex, Main Market, Sheoganj, Rajasthan -- 307027