Parag Aggarwal Email and Phone Number
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WHAT I DO?As a holistic Financial Partner, I work with individuals/families, to build a clear & powerful financial future for them, via:- Long-term wealth creation- Succession/Estate Planning- All other associated aspects like Risk Management, Insurance & Tax Planning HOW?Here’s what my clients say about me (& BlueFort Financial in general) 😊:- Solid fundamentals & process driven approach- Clear & comprehensive Financial Plan, created basis ‘your specific’ aspirations & risk profile- Unbiased & transparent recommendation - JUST A CALL AWAY! Why??Personal Wealth management has been my passion for last 15yrs.I believe Money should be our life's greatest 'enabler’. But unfortunately, it has become one of our biggest ‘worry’! Therefore, my mission is to empower individuals with the knowledge & tools to make informed financial decisions, so that they can live better. After a successful & enriching corporate career of over 12 yrs, and personally well onto the path of financial freedom, I feel privileged to be able to convert my passion into my career now 😊. SO, if you are:“Wondering how much money you’ll need for your life goals?”“Curious about financial freedom & retirement planning?”“Unsure if you’re on the right financial path?”If you want to move from CONFUSION to CONTROL of your finances…Then LET’s CONNECT! Please feel free to ping me on Linkedin, OR,Share your details via this link, and I will be happy to get in touch with you…https://members.networkfp.com/member/parag-aggarwal
Bluefort Financial
View- Website:
- bluefortfinancial.com
- Employees:
- 5
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Associate PartnerBluefort Financial Mar 2023 - PresentGurugram, Haryana, IndiaAn independent, unbiased & holistic wealth management firm, we help our clients with: - ALL financial services (Goal planning, Retirement planning, Cashflow Management, Taxation, Risk management, Estate Planning)- investment management across ALL financial products available in India (MFs, PMS, AIF, Insurance, Bonds, MLDs, etc).
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Personal Financial Planning & InvestmentsSelf-Employed Jul 2007 - PresentGurugram, Haryana, IndiaOurs is the most COMFORTABLE generation ever in human history, but also the most UNHAPPY one!!A major contributor to this unhappiness is our constant WORRY about MONEY....And we constantly worry about money because we usually don't understand the basic concepts about it and don't have the correct attitude towards it!! We were never taught these in school!!I was lucky to have seen my parents do smart financial planning & investments from a very early age.And I myself started investing right from the day I got my 1st salary (in July 2007).So, yeah, by now I have actually witnessed firsthand the phenomenal power of Compounding (it's the way nature works!...and is as fundamental as gravity, relativity etc.)Fin planning & investment is not rocket science. But it does need lot of patience and discipline (and some basic knowledge- which is very readily available on social media these days).But still, I hate to see people (even experienced senior HNI folks) making fundamentally shitty decisions about their personal finances, and hence going back into the worry loop.Therefore, I am on a mission to help as many people I can to move from 'Worry' to 'Peace of Mind' with respect to their personal finances.Join me, help me, guide me, learn with me & have fun!Let's decode this LIFE SKILL...
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Angel Investor & Investment Council MemberVenture Catalysts++ | India'S 1St Multi-Stage Vc Jan 2023 - PresentGurugram, Haryana, IndiaAngel Investor & Investment Council member at Venture Catalysts (one of India's largest Angel investment & incubation platform).Lets connect if you are a startup founder looking for strategic mentoring or fund raising.... -
Senior Brand ManagerSc Johnson Jan 2019 - Dec 2022Gurgaon, Haryana, IndiaLead overall brand strategy and business (P&L) for All Out – the second largest brand (Rs 950Cr annual topline) in India Pest Control categoryKey marketing task to increase brand penetration and share of wallet by: 1) building brand preference among target consumers; 2) expanding & enhancing in-store availability with relevant portfolio mixKEY INTERVENTIONS:A. Building Brand Preference via distinctive and locally relevant consumer communication:1) Core Campaign- revamping core positioning, #MacharonKaYamraaj2) Contextual/Topical- activating full consumer funnel, #Ididn’tKNow (social cause), #30YearsOfTrust (brand legacy), Ganpati, Durga Puja (occasion/topical marketing), Trusted Family Protection (Influencer Campaigns)B. Enhancing and Expanding product portfolio:1) NPD (Sattva)- awarded as FY21 Nielsen Top Breakthrough Innovation of the year2) Re-launched All Out Coils with new communication & media strategy3) Full portfolio product upgrade to improve efficacy -
Customer Marketing ManagerSc Johnson Sep 2017 - Dec 2018Gurgaon, IndiaAll Out BTL strategy & execution:•Planning and execution of all brand launches and initiatives,•Develop clutter-breaking BTL creatives & assets, in collaboration with global agency partners, to increase brand availability and in-store recallChannel Lead: Traditional Trade •Designed & implemented a national app-based retail engagement program for top traditional trade stores, 100% digital, with real-time tracking•Conceptualized, designed and implemented Store Operating System- a framework of assortment, planogramming and merchandising principles to win vs competition in every store every day
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Shopper Marketing ManagerProcter & Gamble Apr 2014 - Aug 2017Mumbai Area, IndiaHelp P&G win in every store in India Modern Retail channel via:1) Category Management Projects: for all key P&G categories across top customers like Walmart, Future Group, Reliance, Metro. As the P&G Shopper Psychology expert, independently led opportunity identification and conceptual selling of category growth strategy and creative shopper-based design solutions (assortment, shelving and category branding) to the senior customer leadership team, thereby significantly enhancing in-store presence of P&G products and driving +6% incr sales growth ($3Mn incr topline sales)2) Modern Retail planning and Ops lead:- Led planning & delivery of all new brand launches in MT channel- Gillette Fusion, Pampers Premium, Ariel Matics, Whisper Softs, Oral -B- Conceptualized & implemented a new chassis of quarterly programs to streamline & deliver brand initiatives & fundamentals across customers- delivered $10Mn incr business (highest ever shares for Gillette and Oral B, turnaround of Pampers business growth & shares in all key accounts) -
Key Account ManagerProcter & Gamble Jun 2011 - Mar 2014RajasthanBuilding Business- Develop and manage P&G business worth Rs.130 Cr annually in Rajasthan, covering the entire portfolio- Conduct joint business planning with our key business partner and lead their organization (team of ~300 people) to deliver/exceed P&G sales expectation at 16/27 branches (urban + rural) in Rajasthan- Collaborate with Distributor Multifunctional team (MFT) to ensure execution of backroom processes as per defined P&G standards (including HR/Systems/Logistics)Key Achievements:- National award for being the top ASM on sales delivery (+3% vs target) & distribution KPIs (+13% vs target)- Conceptualized and executed “Project Vistaar”, an innovative GTM model for increasing P&G footprint in rural towns, delivering 4% incremental business at zero incremental cost
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Summer InternWipro Consulting Services Apr 2010 - May 2010Gurgaon, IndiaGovernment Consulting Division --> Detailed competitor analysis and regional Win/Loss analysis of the sales data to propose a focused go-to-market strategy -
Software EngineerAricent Jul 2007 - May 2009- Software development and testing in GSM telecom domain for Nokia-Siemens-Network- Led multi-national team for critical bug-fixes, saving $0.5MM for company, awarded for superior customer orientation- Planned and executed mentorship program for 3 new team members (2009)- Member, iCAN, the CSR initiative of the company, wherein took classes at a Government primary school, Gurgaon
Parag Aggarwal Education Details
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American Academy Of Financial ManagememtFinancial Planning And Services -
Merit Scholarship Holder -
Mba -
Electronics & Communication -
Sachdeva Public School, DelhiNon-Medical With Computer Science
Frequently Asked Questions about Parag Aggarwal
What company does Parag Aggarwal work for?
Parag Aggarwal works for Bluefort Financial
What is Parag Aggarwal's role at the current company?
Parag Aggarwal's current role is Chartered Wealth Manager (Associate Partner, BlueFort Financial) | Angel Investor & Investment Council Member (@Venture Catalysts VC Fund)| MBA, IIM Lucknow'2011.
What is Parag Aggarwal's email address?
Parag Aggarwal's email address is pa****@****ial.com
What schools did Parag Aggarwal attend?
Parag Aggarwal attended American Academy Of Financial Managememt, Indian Institute Of Management, Lucknow, Escp Europe, Netaji Subhas Institute Of Technology, Sachdeva Public School, Delhi.
Who are Parag Aggarwal's colleagues?
Parag Aggarwal's colleagues are Sanyam Jain, Shansita Sahu, Viraj V., Pujas Kaur Anand, Karishma Sachdev, Kavisha Doshi.
Not the Parag Aggarwal you were looking for?
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PARAG AGGARWAL
Indian Revenue Service(Irs)Deputy Director, Gst Intelligence, Ministry Of Financeex Iras (Ministry Of Railways)B.Tech|LlbJabalpur -
Parag Aggarwal
Greater Delhi Area
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