About Us

Credible Investments and Company


An Individual or a family plan to save, spend on resources over the time, take accounts for financial risks, investments. At times this becomes difficult to manage all by oneself. No one is master of all. Those times it is advisable to take a help from those individuals who are master of planning. Financial planning is all about living a lifestyle the same as today or even better for when the major earning person in the family retires or is no longer there to see the finances! Financial planning involves five main areas. Current Net worth, financial goals, finance requirement at different stages of life, risk analysis and asset/investment allocation.

We, at Credible Investments, make sure that all the financial needs of the clients are fulfilled. Amit Agrawal, being the qualified personnel with MDRT for 10 times & COT for 2 times, has total experience in the financial industry for 17 years now is the pillar of the firm. With handling almost all asset classes and five years of experience in the mutual fund industry, we have a financially healthy client base of over 190 clients AUM of 40 crores just in mutual funds. The team of 4, is always updated with current industry trends with reading different articles over the internet, newspapers, and books and also attending various seminars. The qualification in finance being Advanced Financial Goal Planner, Certification course, Business Insurance – LUTCF from American College, Retirement Planning – LUTCF from American College; there have been always best solution provided to all the clients.

Vision and Mission

Mr. Agrawal says: I am a strong believer in relationships. I work on building my relationships with my clients and their families. The business is the by-product of that relationship which has automatically followed.

I try to do everything possible for my clients and try to help them with whatever thing they need in getting their financial plannings.

My mission is to extend my family by atleast 500 + such families in Delhi NCR where they think that I am also an important part of their family as I would be able to help them finding and achieving the financial corpus.

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