|
|
Do it yourself |
|
With Support |
|
Complete hand holding |
|||||||||||
|
|
||||||||||||||||
| Price |
|
Free Trial |
|
Rs 2500/- |
|
Rs 10,000 | ||||||||||
| Services |
|
|
|
|
||||||||||||
| Dedicated Financial Advisor |
|
No |
|
No |
|
Yes |
|
|||||||||
| Virtual Financial Advisor |
|
No |
|
Yes |
|
Yes |
|
|||||||||
| Plan |
|
|
|
|
||||||||||||
| Financial Health Checkup |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Risk Coverage |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Investment Planning & Portfolio Creation |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Customized Plan |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Dedicated Certified Financial Planner Review |
|
No |
|
No |
|
Yes |
|
|||||||||
| Full Report Download |
|
No |
|
Yes |
|
Yes |
|
|||||||||
| Section Level Report Download |
|
No |
|
No |
|
Yes |
|
|||||||||
| Dedicated on ground Support |
|
No |
|
No |
|
Unlimited |
|
|||||||||
| Virtual Support |
|
Limited |
|
Yes, for 3 virtual meetings |
|
Unlimited |
|
|||||||||
| Execute |
|
|
|
|
||||||||||||
| Offline Execution |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Access to specialized Research |
|
No |
|
Yes |
|
Limited |
|
|||||||||
| Help in Resolving issues with financial services institutions, closing policies, negotiating with banks etc |
|
Charged Per Transaction |
|
Charged per Transaction |
|
Yes |
|
|||||||||
| Dedicated on ground Support |
|
No |
|
No |
|
Yes |
|
|||||||||
| Virtual Support |
|
Limited |
|
Yes, for 3 virtual meetings |
|
Unlimited |
|
|||||||||
| Manage and Monitoring |
|
|
|
|
||||||||||||
| Quarterly Reviews |
|
Charged Per Transaction |
|
Charged Per Transaction |
|
Yes |
|
|||||||||
| Rebalancing of Portfolio |
|
Charged per Transaction |
|
Charged per Transaction |
|
Yes |
|
|||||||||
| Tracking Goals |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Tracking Portfolio |
|
Yes |
|
Yes |
|
Yes |
|
|||||||||
| Access to Chief Investment Office (CIO) - Specialist |
|
Charged Per Transaction |
|
Charged Per Transaction |
|
Yes |
|
|||||||||
|
|
Find Out More |
|
Find Out More |
|
Find Out More |
|
||||||||||
About Us
ArthaYantra was started by a group of ISB Alumni. The journey started with finding answers to questions like:
1.I earn so much, where does my money go?
2.Can I refinance my home loan?
3.Have I made financial mistakes in the past?
4.When should I start saving?
5.I want to grow my money, how?
6.I have some financial goals, I don't know how to achieve them Read More
Connect Us
Quick Enquiry
Contact Details
India Office
Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 66588131
US Office:
WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751