Helping You To Grow your Wealth

WE PROVIDE FINANCIAL PLANNING

WE PROVIDE FINANCIAL PLANNING

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Comprehensive Financial Advice And Financial Services That Are Tailored To Meet Your Individual Needs.

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About Our Company

Arthika Swatanthra Started on 22nd Aug 2017 having 10+ years of experience. The firm majorly is working for Complete Financial Planning, Tax Planning, Wealth Management, Financial Advisory, Retirement Planning, Risk Management etc. From past 10 years, the firm is successfully providing wholesome goal-oriented financial planning and solutions to achieve clients’ aspirations.

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Our Services

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Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

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Insurance Portfolio

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk.

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TAX FUNDAMENTALS

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

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Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

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Mutual Fund

This single category of product can fulfill your needs for liquidity, safety and growth. We help you to select right mutual fund schemes from the choices available.

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Retirement-Plan

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby and maybe even working part-time.

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Financial Calculators

What our Clients Say