ARTHA FinPlan
‘Fee Only’ Financial Planning services in Simple, Ethical and Unbiased Manner.
We providethe best and Unbiased Financial Advice
We offer ‘Comprehensive Financial Planning Services’
Comprehensive financial planning will provide stability and ability to face contingencies moreover making your money work for you. Saving money and earning from your saving are equally important things.
Why Choose Us?
Conflict Free & Unbiased
We don't have any direct or indirect affiliation with any financial products and insurance. This makes us offer conflict free advice which puts 'your financial well being' in focus.
'Fee Only'
We practice on 'fee only' basis, which means there is no hidden charge or commission for our services & advice.
Moreover we have Proven expertise in finance planning
Fiduciary
We work in fiduciary capacity. We follow & are guided by SEBI RIA Regulations from time to time.
In addition we provide more uniformity and transparency in servicing our clients
Priyadarshini Mulye
CERTIFIED FINANCIAL PLANNER (CFP®) & SEBI REGISTERED INVESTMENT ADVISORSEBI Registered Investment Adviser.
- Priyadarshini Mulye is the founder of ARTHA FinPlan.
- She is MBA (Fin) and Certified Financial Planner (CFP®) by Financial Planning Standard Board.
- SEBI Registered Investment Adviser- Reg No INA 000011796
Have Questions?
Find answers to ‘some of your Personal Financial Planning’ related questions here
ARTHA FinPlan is a proud member of
‘Fee-Only India’ (FOI), an association of like-minded, unbiased SEBI Registered Financial Planners.
– Disclaimer –
Registration granted by SEBI (INA000011796), membership of BSE Administration and Supervision Limited (BASL) (BASL 1878), and certification from National Institute Of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing.