About Us

Indiana Advisors Private Limited is a leading financial planning firm based in Surat, Gujarat. Founded on January, 2023, dedicated to providing expert guidance in mutual fund distribution, insurance provision, and GST and TDS compliance. With a client-centered approach, we offer personalized services to help you achieve your financial goals and secure your future.

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What sets Indiana Advisors apart is its multidisciplinary team, which includes Chartered Accountants, Company Secretaries, and Software Engineers, all dedicated to fostering client success. This diverse expertise allows the firm to deliver innovative solutions that align with the ever-evolving landscape of finance. With branches strategically located in Delhi, Mumbai, and Bangalore, Indiana Advisors is poised to make a significant impact across the country, guiding clients toward achieving their financial goals with integrity and professionalism. Avni's passion for financial literacy inspires her team to uphold the highest standards of service, ensuring that every client feels valued and informed as they embark on their financial journeys.

Avni Agrawal is a dynamic financial professional and the driving force behind Indiana Advisors Private Limited, a company she founded in the vibrant city of Surat, Gujarat. With a rich background that spans over six years in the financial sector, Avni brings a wealth of experience and expertise to the table. Her journey began in 2017 when she established her proprietary business, laying the groundwork for her deep commitment to empowering individuals and organizations through sound financial strategies. As an AMFI registered Mutual Fund distributor and a Chartered Financial Goal Planner (CFGP) certified by the American Academy of Financial Management India, Avni possesses a unique blend of qualifications that enable her to provide comprehensive financial solutions tailored to her clients' specific needs. Her professional credentials are further bolstered by her certification as a Broker Qualified Person (BQP) from the National Insurance Academy (NIA), underscoring her proficiency in navigating the complexities of financial planning, compliance, and insurance.

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Under Avni's leadership, Indiana Advisors provides a comprehensive suite of services, encompassing financial planning, compliance, and insurance solutions. The firm also addresses essential services such as GST, TDS, and Income Tax compliance, ensuring that clients receive holistic support tailored to their unique financial needs. Avni's vision is to empower individuals and businesses alike to navigate the complexities of financial management with confidence and clarity.​