With over 25 years of experience in finance, trust management, and wealth advisory, Meenu Agarwal is a seasoned professional dedicated to helping individuals and families preserve and transition wealth across generations. As a Trust and Estate Practitioner (TEP), she brings deep expertise in legacy planning, wealth structuring, and holistic financial stewardship.
Meenu is known for her thoughtful and client-centric approach, combining technical precision with genuine care to guide clients through life’s most important financial decisions. Her philosophy extends beyond wealth accumulation, focusing on creating enduring structures that provide clarity and peace of mind for future generations.
At Jai Ho Advisory, Meenu contributes valuable insight and strategic perspective, empowering clients to navigate complex financial landscapes with confidence, purpose, and long-term vision.
Advisor & Mentor
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Financial Service Manager
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Co-founder of Jai Ho Advisory
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Senior Financial Consultant
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Financial Consultant
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Financial Consultant
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