About MBS Investments

Built on Trust. Growing with the Next Generation.

For over three decades, MBS Investments has been helping individuals and families make more informed financial decisions.

Our journey began in 1993, with a simple belief — financial decisions should be built around people, not just products.

What started as a family-led financial services practice has grown into a modern investment and financial distribution firm, combining experience, personal relationships and technology to serve clients across India.

Today, MBS Investments is led by Mr. Anupam Kumar Agarwal and his son Akshat Agarwal, bringing together two generations of financial experience and a shared vision for the future.

Our Leadership

Mr. Anupam Kumar Agarwal
Founder & Senior Financial Advisor

With decades of experience in the financial services industry, Mr. Anupam Kumar Agarwal has been the foundation of the MBS journey. His approach has always been centered around long-term relationships, personal guidance and putting the client's interests at the heart of every financial decision.

Akshat Agarwal
Head – Financial Planning & Client Advisory

As the next generation of the family business, Akshat is focused on taking MBS Investments forward with a more modern, technology-driven and education-first approach. His vision is to make professional financial guidance easier to understand and more accessible to today's investors.

Two Generations. One Philosophy.

The financial world has changed significantly since 1993. From traditional investment methods to digital platforms and evolving investor needs, the way people manage money continues to change.

Our philosophy has evolved with it — but our core values remain the same:

Trust. Transparency. Personal Attention. Long-Term Thinking.

We believe that successful financial planning isn't about chasing the next opportunity. It is about understanding where you are today, where you want to go, and creating a disciplined path towards your goals.

MBS Investments Today

• 33+ Years of Trust — Since 1993

• ₹105+ Crore Assets under Management

• 1,300+ Active SIPs

• ₹56+ Lakh Monthly SIP + RD Book

• ₹70+ Lakh Annual Insurance Premium Managed

• 500+ Families Served

• Team of 6+ Members

• Mobile App — Android & iOS

• PAN India Services

From your first SIP to long-term wealth creation, insurance protection and portfolio management, we aim to be a financial partner for every stage of your journey.

MBS Investments
Where experience meets the next generation.