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.