ARTHA Fin Plan
Certified Financial Planner CM and SEBI Registered Investment Advisor.
Reg no INA 000011796
Certified Financial Planner CM and SEBI Registered Investment Advisor.
Reg no INA 000011796
Priyadarshini Mulye is a founder of ARTHA FinPlan.
Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you.
So many reasons to choose from
Being SEBI RIA, she is bound to adhere to the code of conduct by SEBI. The regulations are in line with global standards.
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.
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.
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.
‘Fee only’ planner doesn’t have any product to distribute, so advice given is always ‘unbiased’ and without any conflict of interest.
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.