56
Growth Score
pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience
1135783
Financial Planning cum Wealth Management Company
About the Company
CAGRfunds helps individuals define their goals, understand their risk appetite and frame an investment plan to fulfill the goals. With a client relationship model, this process requires engagement with the investor and hence requires interaction over calls. Interacting with each client helps us to understand the investor better and therefore
recommend solutions that are relevant to him or her. In our experience, that is what has kept our retention extremely high. CAGRfunds provides investment solutions which pans across mutual funds, NPS, PMS, AIF and Insurance. Our expertise lies in guiding individuals to follow a goal based investing mindset. Tax planning is a core of all advisory that we do.
