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Our Services

Planning means bringing your future into present, so that you can do something about it NOW!

Comprehensive Financial Planning​

At ARTHA FinPlan, we provide ‘Comprehensive financial planning’ services!

Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you.

It gives a roadmap for your future finances, goal achievements and helps you maintain standard of living throughout your life.

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Comprehensive Financial Plan has following elements

Risk Profiling

Understanding your ‘Risk Profile’. This measures the level of risk you are able to bear on your investments.​

Tax Planning

Tax planning.

Insurance planning

Calculating adequate amount of insurance amount and plan for the same.

Goal based planning

Deciding on the goals: Helping you to set realistic short/long term goals. Goals can be your dream home purchase, child higher education/marriage, a world tour

Second opinion

Identifying your existing investments, insurance policies. Have a review and give ‘Second Opinion’ on them.

Investment Planning

Investment Planning as per your goals, risk profile and investment tenure.

Retirement Planning

Planning for your Retirement.

Why Us

Choosing a financial planner is crucial and involves element of trust and conviction about his knowledge and way of working. Following will explain why you should choose us-

Sebi Registered Investment Adviser

Market is flooded with many people dealing in financial advisory. But investors must get right and unbiased advice on their personal finance, with due confidentiality about their financial records. Advisor must posses sound knowledge and experience of the field. Identifying this, Securities Exchange board of India took a first step in this direction in 2013 and came out with ‘Investment Adviser Regulation’. As per this, only those who are registered with SEBI as an Investment Adviser can act as a financial planner and give financial advice. SEBI registered Investment Advisers (RIA) will be a better option for you while selecting a financial planner.  Priyadarshini is a Certified Financial PlannerCM  and SEBI Registered Investment Adviser. Reg no INA 000011796.

Professional Qualification

Priyadarshini is MBA (Fin) and Certified Financial PlannerCM by Financial Planning Standard Board. This along with 9 years of experience in the field makes her competent to give the best possible, unbiased advice to you.

Fiduciary Responsibility

This is your advantage. Being SEBI RIA, she has a fiduciary responsibility of working in your interest. This ensures that she will keep your interest as priority while rendering the services.

Code of Conduct

Being SEBI RIA, she is bound to adhere to the code of conduct by SEBI. The regulations are in line with global standards.

Letter of engagement

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.

Compliance

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.

Financial Education and awareness

Priyadarshini firmly believe in educating clients about personal finance, investments and insurance. They in turn, will educate their peers and this way more investors will be aware.

– 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.