Artha FinPlan
Principal Advisor: Priyadarshini Mulye
SEBI RIA Reg No: INA000011796
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Overview
All services
Financial Planning
SEBI Disclosures
Contact details
priya@arthafinplan.com
+919769935011
MAYURESH,AT POST MALGUND,TAL & DIST RATNAGIRI- 415 615
Artha FinPlan
Principal Advisor: Priyadarshini Mulye
SEBI RIA Reg No: INA000011796
ARTHA FinPlan provides personalized, professional and unbiased services in the area of Personal Financial Planning and Investment Advisory.
Why Artha FinPlan?
Our aim is to help our clients to achieve their realistic goals with holistic approach, educate them about personal finance management and be a reliable partner in adding value to their journey in personal finance.
Being SEBI RIA, we are not involved in any distribution activity for any financial products and Insurance and are bound by ethics and compliance laid by SEBI from time to time.
We work on Fee only basis. This makes us unbiased in our approach which leads to transparency in our services. If you are looking for financial advisor online india then your search ends here!
Our services
Comprehensive Financial Planning
At ARTHA FinPlan, we provide Comprehensive financial planning services! Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you. It gives a roadmap for your future finances, goal achievements and helps you maintain standard of living throughout your life.
Comprehensive Financial Planning has following elements:-Risk Profiling Goal based Planning Second opinion Tax Planning Insurance planning Investment Planning Retirement Planning
- Understanding your Risk Profile. This measures the level of risk you are able to bear on your investments.
- Deciding on the goals: Helping you to set realistic short/long term goals. Goals can be your dream home purchase, child higher education/marriage, a world tour
- Identifying your existing investments, insurance policies. Have a review and give Second Opinion on them.
- Calculating adequate amount of insurance amount and plan for the same.
- Investment Planning as per your goals, risk profile and investment tenure.
- Planning for your Retirement.
How we work?
Making of a comprehensive financial plan has simple yet important elements. We undertake preparation of a financial plan like the following-Introduction Initial meeting and discussion Data Sheet and Letter of agreement Data assessment Preparation of a plan Presenting a plan to you Implementing a financial plan Review of a plan
- In the opening talk, we Introduce ARTHA FinPlan to you. Its a brief introduction involving terms and scope of services, fees structure, way of working etc.
- When you find it suitable for your requirements, we prefer to meet you in person. We prefer if you are joined by your spouse for this meeting.
- After initial meeting, once you are agreed to take our services, we send “letter of agreement’ to you. This states terms and scope of services in details, type of communication, fee structure, etc. This is to be signed mutually. Along with ‘letter of agreement’, we send a ‘data sheet’ to you. This contains all the quantitative inputs from you. E.g your existing investments, insurance records, goals, income and cash flows, loans taken, etc. This data is kept confidential throughout.
- Once we receive all qualitative and quantitative inputs from you, then we assess all the data in line with your financial plan.
- Upon receipt of all the inputs, we start preparing a ‘financial plan’ for you. This is made by considering your risk profile, all quantitative and qualitative data received from you.
- Once the plan is made, we present and discuss it with you in a meeting or through a phone/video call. We accept any suggestions given by you and accommodate if and when possible. This leads to a ‘final version of your financial plan’.
- Success of a financial plan lies in preparing it and implementing all the advice given under the same. We ask you to implement all the advice and suggestions given to you on time.
- Once you implement all the advice given in a plan, its equally important to review a plan as asked by your planner. This makes you aware about the progress of your plan. Changes are made wherever applicable and required.
About the Founder
Priyadarshini Mulye
CERTIFIED FINANCIAL PLANNER (CFP®)
& SEBI REGISTERED INVESTMENT ADVISOR
Compliance & Grievances
Principal Officer: Priyadarshini Mulye+919769935011priya@arthafinplan.comFor grievances - https://arthafinplan.com/
+919769935011priya@arthafinplan.comContact details
priya@arthafinplan.com
+919769935011
MAYURESH,AT POST MALGUND,TAL & DIST RATNAGIRI- 415 615
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