Kamlesh began his banking career in September 2007 as a Preferred Banking Relationship Manager. In September 2010, he moved to ICICI Bank's wealth-management division as an Investment Specialist, working closely with clients on their investment needs before taking on branch leadership responsibilities.
He served as a Branch Manager at ICICI Bank from April 2014 to January 2016 and at Kotak Mahindra Bank from January 2016 to April 2017. Drawing on a decade of banking and wealth-management experience, he founded AGM Wealth in April 2017 to help families make financial decisions with greater clarity, discipline and personal attention.
"Good financial decisions begin with clarity — not market noise."
Our commission structure is published, not hidden — see our Commission Disclosures page for the exact trail rates we earn by scheme category.
We map products to your goals and risk comfort — not to whichever scheme is being pushed hardest that quarter.
We operate strictly within AMFI's Code of Conduct for Mutual Fund Distributors and SEBI's regulatory framework — see our Code of Conduct page.
| Registration | Number | Validity |
|---|---|---|
| AMFI Registration Number (ARN) | 124172 | 20-Jun-2026 to 19-Jun-2029 |
| SIF Distributor (SIFD) | 124172 | 09-Sep-2025 to 08-Sep-2028 |
| APMI Registration (PMS) | APRN 00099 | 10-Oct-2026 to 09-Oct-2029* |
| AIF Distribution | Under ARN 124172 | 20-Jun-2026 to 19-Jun-2029 |
*PMS validity end date to be confirmed against the official APMI renewal certificate.
