ARTHA Fin Plan
Certified Financial Planner CM and SEBI Registered Investment Advisor.
Reg no INA 000011796
ARTHA is your UNBIASED Financial Planner.
SEBI registered Investment Adviser.
Priyadarshini Mulye is a founder of ARTHA FinPlan.
- Professional Qualification – Priyadarshini is MBA (Fin) and Certified Financial PlannerCM by Financial Planning Standard Board. This along with 9 years of experience in the field makes her competent to give the best possible, unbiased advice to you.
- Fiduciary Responsibility – This is your advantage. Being SEBI RIA, she has a fiduciary responsibility of working in your interest. This ensures that she will keep your interest as priority while rendering the services.
Comprehensive Financial Planning
Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you.
Why choose Us?
So many reasons to choose from
Code of Conduct
Being SEBI RIA, she is bound to adhere to the code of conduct by SEBI. The regulations are in line with global standards.
Letter of engagement
Being SEBI RIA, as a part of practice and to keep transparency, you will be mutually signing a letter of engagement which clearly mentions the fees, scope of services, conflict of interest if any etc.
Compliance
RIAs have to adhere to compliance directed by SEBI. Maintenance of records, annual audit of books of accounts etc are part of compliance. Being a SEBI RIA, she is a regulated person to deal with.
We are ‘Fee only’ planners
Pure and Unbiased Advice:
Looking after ‘personal finance’ is crucial for everyone. Getting right and unbiased advice about your finances, investments and insurance is very important. This must come from a well experienced professional who is able to give unbiased advice. ‘Fee Only’ planners only can provide such advice.
No conflict of interest
‘Fee only’ planner doesn’t have any product to distribute, so advice given is always ‘unbiased’ and without any conflict of interest.
ARTHA Fin Plan
ARTHA FinPlan provides personalized, professional and unbiased services in the area of Personal Financial Planning and Investment Advisor. We are CERTIFIED FINANCIAL PLANNERCM and SEBI Registered Investment Advisor.