Describe How You Would Like To Be Introduced Via Email
Hello NIA Leaders and Members,
I’m CA Pratik Agarwal, a Chartered Accountant with a strong family background in multiple CA verticals—Taxation, Loans, Subsidy Advisory, Financial Planning and other Compliances.
My core work is helping entrepreneurs and SMEs access the best loan options, structure their finance correctly, and benefit from state and central government subsidies.
Whether it's machinery finance, project funding, housing loan, mortgage loan, tax strategy, or subsidy eligibility assessment—we support clients end-to-end.
I’m looking to connect with business owners, manufacturers, traders, and start-ups who are planning to expand, purchase machinery, or optimise their taxes.
Happy to be part of the NIA community and excited to collaborate.
What is your "why"? Why do you do what you do?
I do it for my own self-satisfaction — the joy of using my skills meaningfully and growing every day. And I also do it to earn well, so I can fulfil the dreams of my loved ones and give them the life they truly deserve.”
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. “Is there anyone in your network who is planning a loan (home, business, machinery, or working capital) and could benefit from quick guidance before applying who can also help him/her fetch maximum government subsidy benefits?”
2. “Do you know any business owner or professional who struggles with taxation or compliance and would appreciate a reliable CA to simplify things?”
3. “If someone you care about wanted honest advice on loans or tax planning, who is the first name that comes to your mind?”
Unique Selling Proposition
“Solution-Oriented Finance Expert”
“Your One-Stop Problem Solver”
"Hum Kayde ko Fayde me Badalte Hai"
About me
I am a Chartered Accountant, married to a Chartered Accountant, and we are blessed with twin boys. I completed my articleship in Mumbai and gained valuable experience working with Reliance Industries for two years.
After returning to Surat, I joined my family—where my father, brother, wife, and father-in-law are all part of the same profession. Together, along with a dedicated team of 50 professionals, we strive to deliver the best services in the fields of taxation, loans, and subsidy. Our combined expertise and family-driven commitment allow us to offer clients reliable, solution-oriented and personalized financial support