As your personal Chief Financial Officer (CFO), we plan your financial roadmap to achieve your life goals. Financial Planning is a critical exercise, hence we begin with gauging your current financial state by analysing your Income & Expense Management, Balance Sheet and Net Worth as an individual. We analyse your future financial goals and provide comprehensive financial advice and planning, spanning cash flow management, education planning, retirement planning, investment planning, risk management, insurance planning, tax planning, estate planning and business succession planning.
The core principle underlying Personal Finance Lifecycle Management is that we move away from the transactional mode of operation. We quantify the resources and time required to meet your financial goals. In other words, we measure your current investment, identify your risk appetite and finally recommend a portfolio strategy to help you meet your financial goals. Driven by our customer centric policy there are no hidden commissions in charges. We provide online and offline support to help customers meet their needs. This service’s key features or uniquely differentiating points are.
ArthaYantra is a one stop ‘Personal Finance’ shop for all your individual financial lifecycle needs.
Since we are not commission agents, our recommendations would be purely unbiased.
Customers will always have the option of just taking our advice and investing on their own.
Our emphasis is on the passive investment strategy which is supported by the best in class financial models available in the world renowned academic research institutes.Investments are planned based on your current financial condition, future goals by taking into account your “risk appetite”. Finally, we are your personal Chief Financial Officer.
The fact that our internal system and proprietary technology process of identifying the financial needs of our customers is patented is ample proof of our unique approach towards financial planning. We have also patented our strategy of using the Personal Finance Lifecycle Management to make the governmental agencies to formulate better financial policies for citizens.
Based on our proprietary methodology of Personal Finance life cycle Management we have developed an online platform ARTHOS which can help you plan your financial future.