Navigate The Ups and Downs Of Your Life With a Good Financial Plan

How To Identify a Good Financial Plan?
A Good Plan:

Covers all aspects of your financial life including Investments, Insurance, Tax planning, Goals.

Clearly identifies and prioritises goals and proposes ways to achieve them.

Provides a way to measure and track performance.

Tells you what is not possible. No false hopes.

Highlights past mistakes and helps you fix them.


Common Mistakes In Building a Financial Plan:

Not taking a financial planning professional’s help.

Relying on friends and relatives for financial planning.

Assuming experts such as Chartered Accountant and Insurance Professionals can plan your finances.

Purchasing wrong financial products in the process of saving taxes.

Not reviewing the plan regularly.

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Recognized Globally





Our Biggest Treasure Is Our Satisfied Customers

95% of our customers are extremely satisfied with our services.

64% of our customers refer us to their friends and family.

  • Even though we pretend to be a know-it-all among our peers, when it comes to money, it’s better to take the advice of experts. ArthaYantra’s financial advisors went out of their way to explain to me the process by which I can reach my financial goals.Their strategy helped me fight inflation and make fruitful investments. Moreover they made me realize how I was spending more and helped me cut down on unnecessary expenses thus increasing my monthly surplus. At the end of the day, money makes more money! So, thank you team ArthaYantra for your wonderful service.

    Indranil Mondal
    26 years, Kolkata

  • “Today, it is tough to get an unbiased financial advice but ArthaYantra helped me to know where I went wrong in my finances. To have this kind of financial service available for Senior Citizens will help us to save better for post-retired life. I can see an improvement in my finances after taking their advice and would recommend them to my friends and family members.”

    Jai Raj
    59 years, Chennai

  • “ArthaYantra’s financial advice has brought a significant change in my approach towards managing my personal finance. They customized my portfolio according to my goals and needs. Their consistent review and rebalancing of portfolio has increased my savings by helping to prevent leakage of my money. I recommend ArthaYantra to every Senior Citizen as we can access it easily and their advice is reliable.”

    Dinesh Shrivastava
    58 Years, Hyderabad

  • “I Signed up to ArthaYantra when I got my first job. Started to save through them from my first salary. ArthaYantra has helped me to set clear financial goals and save for them. My savings will only increase from here.”

    Nipun Kanade
    23 Years, Indore

  • “I chose ArthaYantra as my financial advisor to save money for my family right from first salary. After taking ArthaYantra’s advice I could save money optimally and could relate where I would stand financially in future. Recommended to all working individuals.”

    Srinivasu Nalla
    22 Years, Hyderabad

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