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About Us

ARTHA FinPlan provides personalized, professional and unbiased services in the area of Personal Financial Planning and Investment Advisory.

Our aim is to help our clients to achieve their realistic goals with holistic approach, educate them about personal finance management 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. If you are looking for financial advisor online india then your search ends here!

About the Founder

ARTHA FinPlan is the brain child of Priyadarshini Mulye. She started her career in personal finance in the year 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.

And hence she started ARTHA FinPlan 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 (CFP®) and SEBI Registered Investment Advisor. Reg no INA 000011796

Moreover being a SEBI RIA, she puts ‘client first’ approach. She provides simple, focused and Organized solutions to your personal finance, accepts ‘fee only’ for her services & works in independent capacity.

At present, she is based at Thane(w) & Ratnagiri and happily serving clients from all over India & abroad.

Contact Now
Fee-only-finance-planner-in-india-Priyadarshini Mulye-ARTHA Finplan

Priyadarshini Mulye

CERTIFIED FINANCIAL PLANNER (CFP®) & SEBI REGISTERED INVESTMENT ADVISOR
 

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.