FEE-ONLY FINANCIAL PLANNING. SEBI REGISTERED
Plan Your Money.
Live Your Goals.
Fee-only, unbiased financial planning designed around your goals — not financial products.
CFP® Certified · SEBI Registered Investment Adviser · Fee-Only
Goals On Track
Retirement · Education · Home
15+ Years Experience
Deep expertise in personal finance
CFP® Certified
Internationally recognized qualification
SEBI RIA
Regulated Investment Adviser
PAN India
Client presence PAN India and serving NRI clients too
Why ARTHA FinPlan?
Financial Advice That’s Truly On Your Side.
We believe financial advice should be clear, transparent and always aligned with your best interests..
01
Conflict Free & Unbiased
We don’t have any direct or indirect affiliation with any financial products and insurance. This makes us offer conflict free advice which puts ‘your financial well being’ in focus.
02
Fiduciary Commitment
We work in fiduciary capacity. We follow & are guided by SEBI RIA Regulations from time to time. In addition we provide more uniformity and transparency in servicing our clients.
03
Fee Only
We practice on ‘fee only’ basis, which means there is no hidden charge or commission for our services & advice. Moreover we have Proven expertise in finance planning.
04
Holistic Planning
Investments, insurance, retirement and goals — all planned as one integrated strategy.
What We Do
Comprehensive Financial Planning
Built Around Your Life.
Risk Profiling
Assessing how much investment risk you can comfortably take.
Goal-Based Planning
Helping you set realistic short- and long-term financial goals, from buying your dream home to funding your child's education or planning a world tour.
Second Opinion
Review and assessment of your existing financial elements.
Insurance Planning
Plan your taxes efficiently and ensure you have adequate insurance coverage.
Retirement Planning
Planning for your Retirement.
SEBI Reg. No.
INA000011796
— MEET YOUR FINANCIAL PLANNER
Priyadarshini Mulye
CFP® | MBA (Finance) | SEBI Registered Investment Adviser
“Personal financial planning should not be about selling products. It should be about understanding people, their goals and their financial journey.”
— Start Your Journey
Your Financial Future Deserves a Plan.
Take Control of Your Financial Future.
Start with a conversation. No pressure. No product selling.
Impersonation Alert.
Beware of Imposters!