Investment Planning

 

Plan your investments at the beginning of the financial year to avoid undue financial burden at the end of the year. This strategy ensures maximising returns on investments apart from the added benefit of tax saving. Clarity is required on what is desired – growth in capital or income to make the right investments. We will help you plan your investments depending on your investment profile:

 

  • Conservative or Low Risk Tolerance
  • Balanced or Average Risk Tolerance
  • Growth or High Risk Tolerance
  • High Growth or Very High Risk Tolerance

 

Using our online personal finance platform Arthos, get a customized behavioral finance driven asset allocation.

 

Research has shown that retail investors often lose money because of lack of discipline and quality advice when it comes to making investments. ArthaYantra provides a free access to quality advice to the individuals using its integrated personal finance platform ARTHOS.

 

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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

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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