Deepak Agarwal

Deepak Agarwal
Head of Department – Mutual Funds & Wealth
Deepak Agarwal is a seasoned financial professional with over 22 years of experience in wealth management, mutual funds, and financial advisory. As the financial planner of Jekota’s Mutual Fund & Wealth division, he plays a key role in shaping investment strategies, strengthening client portfolios, and driving long-term wealth creation.
Backed by MBA in Finance & Marketing along with NISM certifications, Deepak combines academic expertise with deep market insight. His approach is strongly research driven and client centric, ensuring that every financial strategy aligns with the investor’s goals, risk profile, and long-term financial vision.
At Jekota, he leads the wealth advisory practice by focusing on portfolio optimization, disciplined investment planning, and performance driven mutual fund strategies. His leadership helps clients navigate market volatility while staying focused on sustainable wealth growth.
Core Expertise
- Mutual Fund Advisory
- Portfolio & Wealth Management
- Goal-Based Financial Planning
- Market Research & Investment Strategy
- Client-Centric Wealth Solutions
Professional Highlights
- 22+ years of experience in financial services
- MBA in Finance & Marketing
- NISM Certified Professional
- Leads Jekota’s Mutual Fund & Wealth division