I am a successful entrepreneur in wealth management services with a lifetime of experience. It took me a lifetime to build my empire. I can share my knowledge and experience as a Board Member or Fractional CFO. Stand on my shoulders and grow faster with a co-pilot.

A little more about me:

Highly skilled and accomplished Fortune 500 Senior Vice President (Retired) and successful business entrepreneur with expertise in accounting, finance, wealth management, marketing, investments and ROI.

Founder of The Aggarwal Group at Morgan Stanley.

We are a two-generation family team of four with many years of experience (myself since 1987), and resident of the Raleigh, NC area since 1976. Currently my three sons, Ashwin Aggarwal, Financial Advisor, Aman Aggarwal and Financial Advisor Arjun Aggarwal manage the business.

My attention now focuses on providing board member services and fractional CFO positions.

Let my Experience and Duke MBA background take your company to the next level.