Artha FinPlan
Principal Advisor: Priyadarshini Mulye
SEBI RIA Reg No: INA000011796
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Overview
All services
Financial Planning
SEBI Disclosures
Contact details
priya@arthafinplan.com
+919769935011
MAYURESH,AT POST MALGUND,TAL & DIST RATNAGIRI- 415 615
Comprehensive Financial Plan
Investment Advisory by NS Wealth Solution
With our unique proprietary model ‘Dream > Decide > Do’ we act as enablers for our clients bridging the gap between desiring and accomplishing. By using the Dream > Decide > Do model we help you plan today for a better tomorrow.
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₹ 30,000/y
Incl. GST
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₹ 30,000/y
Incl. GST
FinSharpe Mutual Funds - Balanced
Model Portfolio by FinSharpe Investment Advisors
Momentum investing: Aiming to capitalize on market trends for potential growth. Mastering Factor Investing: Diversify, Adapt, and Grow with Wright Balanced.
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₹ 1,000/month
Incl. GST
Volatility
Low
Min. Investment
₹ 85,369 SIP
Return Period
1 month
Return Percentage
2.49%
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₹ 1,000/month
Incl. GST
Comprehensive Financial Planning - Indian Resident
Investment Advisory by ARTHA FinPlan
Comprehensive financial planning provides stability, ability to face contingencies, and making your money work for you. It gives a roadmap for your future finances, goal achievements and helps you maintain standard of living throughout your life.
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₹ 18,000/y
Incl. GST
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₹ 18,000/y
Incl. GST
Mid & Small Cap Focus
Model Portfolio by FinSharpe Investment Advisors
A strategy for aggressive investors seeking a focused allocation towards Mid and Small Cap stocks
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₹ 1,000/m
Incl. GST
Volatility
High
Min. Investment
₹ 85,369 SIP
Return Period
1 month
Return Percentage
2.49%
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₹ 1,000/m
Incl. GST
Prime
Investment Advisory by NS Wealth Solution
Get a detailed financial plan with actionable on investment, tax planning, insurance, goal planning, loans, retirement planning and more.
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₹ 4,999/y
Incl. GST
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₹ 4,999/y
Incl. GST
Prime Plus+
Investment Advisory by NS Wealth Solution
Let us help you reach your goals. Get in touch with our financial experts and help them plan your reserve funds, insurances, retirement funds and much more.
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₹ 10,000/y
Incl. GST
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₹ 10,000/y
Incl. GST
Indian Bluechip Leaders
Model Portfolio by FinSharpe Investment Advisors
Invest in the stalwarts of India with a high market capitalisation and proven track record
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₹1,000/m
Incl. GST
Volatility
Medium
Min. Investment
₹ 90,470
Return Period
3 months
Return Percentage
-
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₹1,000/m
Incl. GST
Multi Asset Diversified
Model Portfolio by FinSharpe Investment Advisors
One portfolio built to last in all market conditions
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₹333/m
Incl. GST
Volatility
High
Min. Investment
₹ 6,867
Return Period
3 months
Return Percentage
5.32%
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₹333/m
Incl. GST
Large & Mid Cap Diversified
Model Portfolio by FinSharpe Investment Advisors
This strategy combines the best of both worlds - Fundamentally strong companies backed by Momentum
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₹1,000/m
Incl. GST
Volatility
High
Min. Investment
₹ 1,31,145
Return Period
2 months
Return Percentage
0%
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₹1,000/m
Incl. GST
Contact details
priya@arthafinplan.com
+919769935011
MAYURESH,AT POST MALGUND,TAL & DIST RATNAGIRI- 415 615
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