About Us

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.

Our aim is to help our clients to achieve their realistic goals with holistic approach, educate them about personal finance 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.

About the Founder

ARTHA FinPlan is the brain child of Priyadarshini Mulye. She started her career in investment advisory and personal finance in 2010.

During her successful stint in a corporate world for 7.5 years, she identified the value, ethics and dignity that a ‘Fee Only’ personal financial planner can serve.

she started ARTHA with the sole uncompromised approach for educating clients about personal finance, giving them unbiased advice and comprehensive financial planning solutions with the best possible knowledge and expertise.

She is MBA(Fin), Certified Financial Planner CM and SEBI Registered Investment Advisor. Reg no INA 000011796

Being a SEBI RIA, she puts ‘client first’ approach. She provides, simple, focused and Organized solutions to your personal finance.

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.