Skip to content

How We Work

Get the best financial planning services

Meeting and discussion to get created financial plan and get implemented financial plan


How Do we undertake financial planning for you?

Making of a comprehensive financial plan has simple yet important elements. We undertake preparation of a financial plan like the following-
Introduction with finance advisor

• Introduction

In the opening talk, we Introduce ARTHA FinPlan to you. It’s a brief introduction involving terms and scope of services, fees structure, way of working etc.

meeting and discussion related to finance planning

• Initial meeting and discussion

When you find it suitable for your requirements, we prefer to meet you in person. We prefer if you are joined by your spouse for this meeting.

This meeting enhances the communication and free discussion on your requirements, queries and doubts if any. We get many qualitative inputs from this meeting which help us to build a more inclusive financial plan for you.

data sheet and letter of agreement for finance planning

• Data Sheet and Letter of agreement

After initial meeting, once you are agreed to take our services, we send “letter of agreement’ to you. This states terms and scope of services in details, type of communication, fee structure, etc. This is to be signed mutually. Along with ‘letter of agreement’, we send a ‘data sheet’ to you. This contains all the quantitative inputs from you. E.g your existing investments, insurance records, goals, income and cash flows, loans taken, etc. This data is kept confidential throughout.

finance data assessment for finance planning

• Data assessment

Once we receive all qualitative and quantitative inputs from you, then we assess all the data in line with your financial plan.

Preparation of a plan finance planning

• Preparation of a plan

Upon receipt of all the inputs, we start preparing a ‘financial plan’ for you. This is made by considering your risk profile, all quantitative and qualitative data received from you.

Presenting a plan to you finance plan presentation

• Presenting a plan to you

Once the plan is made, we present and discuss it with you in a meeting or through a phone/video call. We accept any suggestions given by you and accommodate if and when possible. This leads to a ‘final version of your financial plan’.

Implementing a financial plan

• Implementing a financial plan

Success of a financial plan lies in preparing it and implementing all the advice given under the same. We ask you to implement all the advice and suggestions given to you on time.

Review of a plan - finance plan- finance growths - finance goals achievement

• Review of a plan

Once you implement all the advice given in a plan, its equally important to review a plan as asked by your planner. This makes you aware about the progress of your plan. Changes are made wherever applicable and required.


Our fee structure


Being transparent in our nature of services, we make sure that our clients take fully informed investment decisions and get a tailor-made financial plan.

We work on ‘fixed fee only’ & not on %AUM.

Indian Residents

First Year - Rs.18,000

Second Year onwards- Rs.9,000

For Non Resident Indians (NRI)

First Year - Rs.21,000

Second Year onwards- Rs.11,000

– 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.