Our Story

Our journey began in 2014 with the aim of restoring trust in the financial services industry, particularly in investments. Our Founder and CEO, Arjun Sarkar, faced these challenges first hand after returning from Canada with an MBA in Finance. He also witnessed his retired parents being misled by the bank managers promoting investment product that offered lower returns and had a lock-in clause. This experience led to the incorporation of Everguard Life Ventures Pvt. Ltd. Over the past decade, we have built a team of high-integrity professionals and established world-class systems. Originally focused in India, we now serve clients globally. We are committed to supporting senior citizens aged 60 to 80+ and have ensured their financial security during the turbulent market from 2018 to 2024. Additionally, we have guided clients to build wealth and protected their assets during the COVID-19 downturn. We take pride in the trust our clients have placed in us, reflected in our exceptional client retention ratio of over 98%.

Our Vision

To be the most trusted and respected Investment Firm, expertly managing our clients’ hard-earned money during the most important phase of their lives.

Our Philosophy & Core Values

  • Investment Management

    We focus on managing comprehensive portfolios rather than individual products. To illustrate, we prepare a complete meal instead of offering separate à la carte options.

  • Long Term Solutions

    We prioritize sustainable, long-term solution Vs. selling short-term schemes with higher fees.

  • Clients as Partners

    We view our clients as valued partners. We are dedicated to not only meeting but also, surpassing their expectations, providing guidance and support throughout their investment journey.

  • Integrity

    To uphold our commitments and be genuine in our intentions. Every decision we make concerning the client portfolio, prioritizes the client's best interests.

  • Transparency

    To be transparent and honest in our communication with clients, employees, and business partners.

  • Performance

    To take ownership of every investment decision we make and continuously seek to enhance our performance through ongoing research and learning.

Everguard at Work

Leadership Team

Arjun Sarkar, CEO

Arjun is the CEO & Head of Investment Research at Everguard Life Ventures Pvt. Ltd.

Anup Abhonkar, COO

Anup heads Technology and Operations at Everguard Everguard Life Ventures Pvt. Ltd

Amitava Sarker, President

Amitava is the President of Everguard
Life Ventures.

Advisory Board

Anand Iyengar, Advisor

Anand has 20 years of Business Development experience across the globe.

Harsh Gahlaut, Advisor

Harsh Gahlaut is the CEO of FinEdge Advisory Pvt. Ltd.

Manish Israni, Advisor

Manish is the MD & CEO of Oria.tech and has 3 decades of experience in IT Infrastructure.