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.

Comprehensive Financial Plan has following elements

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

Tax planning.

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

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

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

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

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.

Our Activities

A session on basics of personal financial planning at one business forum.

Workshop on personal finance in 2020.

Interview on All India Radio, Ratnagiri sub station last year.

Topic: Financial planning for women.

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.