Investment Management: Diversify Portfolio
Planning Seminar
Investment Management: Diversify Portfolio
At Arthayantra, one of the important tenants of investment management followed is the need to diversify portfolio of customers. Diversification of portfolio is only the first step towards creating a healthy investment management ecosystem. The diversified portfolio should be rebalanced, at least once every six months or by applying advanced mathematical models to the portfolio.
Planning Seminar
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The Arthayantra Financial Planner workshop aims to educate individuals on the concept of planning the finances and importance of creating a holistic and custom investment plan for individuals.
Our financial planning framework is covered in these workshops.It is an effort on our behalf to introduce the concepts in finance and investments to your employees.
Independent Financial Advice
ARTHA YANTRA Advisors is an integrated personal financial advisory company. Our vision is to provide independent, high quality and customized financial planning solutions to individuals. We employ proprietary financial models and invest through passive investment strategy. Our clientele includes individuals & corporates from across India, US, Europe and Middle East.
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Meticulous Approach
Dipankar,Delivery Manager in Software ServicesLet me start with a big “thank you” to you and your team at Artha Yantra. I went through your report and recommendations that you had prepared Read more...