About us

Mr. Smart Money is an initiative of Shivam Agarwal, Founder of Mr. Smart Money and Sri Sri University Alumni. For many years, we have been actively working on designing tools that will assist parents in educating their kids about financial literacy and help in developing concepts of smart money management techniques as well as provide valuable, real-life and practical skills about the same.

Shivam Agarwal

Certified Personal Finance Coach – Educator

About Founder

Mr. Shivam Agarwal is experienced in the field of Financial Market. He has worked in Karvy Stock Broking Ltd, Hyderabad, and has been awarded as ‘’Rising Star’’ best performer by Karvy Group.

Prior to this, he has completed the NSE Certified Post Graduate diploma in the financial Market program from Sri Sri University. Mr. Agarwal has worked for 4 years in his family Business which helped him gain a wide range of practical exposure in the Business world.

Shivam Agarwal is a Certified Personal Finance Coach, Certified NLP Practitioner, and Social Entrepreneur. He is a multi-faceted personality and is always keen to learn new things. He is passionate about investing, reading, training, and educating. As of now, he is spreading awareness about financial literacy to the young generation, teaching them about money management, and teaching kids as well as teens about simple, yet important concepts of saving and optimally utilising their cash.

He is willing to work in a challenging environment that enhances problem-solving capabilities. Being flexible, innovative, and Proactive towards work are some of his professional attributes.

Testimonials

Shubham Bhattacharjee
I have attended the sessions on financial education by Shivam. Well, it was a very interesting and valuable experience. I learned a lot and it gave me a good grounding in the basics. It really made me think, and I liked how he enabled me to interact with people through practical work. It has been a truly valuable learning experience for me.
Pranav
First and foremost I would like to thanks Shivam for starting such a helpful session and series on financial planning. Every session has a good understanding of concepts and many basics about financial planning which was explained. Doubts of people were cleared at the initial level. Easy examples make people more eager to know about the subject. Looking forward to more such sessions.
Sonal Juriani
Financial education is a must for everyone in times like this and making us understand such complicated lessons in such a simple language that's a task which Shivam Sir did it in the most effective way... Sessions were worth attending 🙂 He made it so simple and up to the mark that after attending the financial education series, I started investing as well So thank you so much for this You are doing a great job ... kudos to your efforts 😇
Vinay Kumar
I had attended webinars of many financial planners till date but the one from Shivamji is totally different and amazing. He has the knack of converting complex concepts into simpler ones in such a way that any layman can understand them. His clarity on the subject is impeccable. All his classes are a must for every person who wants to achieve financial freedom and become financially independent. He explains each and every concept with a perfect example which relates to day to day life of every individual. All his concepts and methods are like a roadmap that helps in financial planning.

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