33+Years Experience
105CrOverall AUM
1,300+Active SIP
500+Families Served
Welcome to MBS Investments
Built on Trust. Growing with Every Generation.
Since 1993, helping people move forward with greater financial clarity.
At MBS Investments, we believe that financial decisions are about more than money. They are about families, aspirations, security and the future we want to build.
What began in 1993 as a relationship-driven financial services business has grown into a family-led practice focused on investment solutions, insurance protection and personalised client service.
Over the years, our approach has continued to evolve with changing financial needs, new opportunities and technology — while staying rooted in the values that have guided us from the beginning.
Our purpose is simple: to help people understand their financial choices and make informed decisions for the road ahead.
What We Do
We bring together financial solutions and services designed to support different needs and stages of life.
Investment Solutions
Mutual funds, systematic investment plans and other eligible investment solutions, subject to suitability, product terms and applicable requirements.
Insurance Protection
Health, term, life and motor insurance solutions to help individuals and families understand their protection needs.
Financial Goal Planning
Guidance to help people think through long-term goals such as retirement, children’s education and future financial commitments.
Everyday Financial Services
Assistance with PAN services, applicable savings products and ongoing client-service requirements.
Our role is to explain available options, help clients understand important considerations and support them through their financial journey.
Meet Our
Leadership
Anupam Kumar Agarwal
Founder & Principal ConsultantWith the business journey beginning in 1993, Anupam Agarwal represents the experience, relationships and foundational values on which MBS was built.
Akshat Agarwal
Next-Generation Business LeaderAkshat Agarwal joined the family business in 2020, building on its established foundation while focusing on modern client engagement, financial awareness, digital access and brand development.
Our Philosophy
Trust Before Transactions
We believe lasting relationships are built through consistency, transparency and responsible communication.
Clarity Before Decisions
Financial products can be complex. We aim to explain their features, risks and limitations in language people can understand.
Relationships Beyond Products
Our work does not end with a transaction. We value ongoing service, meaningful conversations and evolving client needs.
Progress with Purpose
We embrace digital tools, financial education and better service processes while preserving the personal touch that defines our journey.
Our Commitment to the Future
The financial world will continue to change. Products will evolve, technology will advance and every generation will have new questions and aspirations.
At MBS Investments, we aim to grow with these changes — combining experience with fresh thinking, personal relationships with digital convenience, and financial solutions with meaningful guidance.
Because building a financial future is not a one-time decision. It is a journey.
MBS Investments
MAKE YOUR MONEY MOVE.
Since 1993
Have a financial goal in mind? Let’s start with a conversation.
AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
ARN-25658
Anupam Kumar Agarwal
Initial Date of Registration: 19 SEP 2004
Valid till: 18 SEP 29
Valid till: 18 SEP 29
ARN-133579
Akshat Agarwal
Initial Date of Registration: 27 JUL 2017
Valid till: 26 JUL 29
Valid till: 26 JUL 29
ARN-315889
Anupam Kumar Agarwal and Sons HUF
Initial Date of Registration: 11 DEC 2024
Valid till: 10 DEC 27
Valid till: 10 DEC 27
AMFI REGISTERED SIF DISTRIBUTOR
ARN-133579
Akshat Agarwal
Initial Date of Registration: 15 SEP 2026
Valid till: 10 SEP 29
Valid till: 10 SEP 29
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