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Child Higher
Educational Planning

Your child's education is one of your most
important investments.

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Our Services
- Personal Financial Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
- Investment Advisory Services
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Retirement & Pension Plans
Timely Planning is the way to #RetireOnYoursTerms!
Start saving today to enjoy a worry-free retirement life.
Buy a retirement plan now.
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About Us

Arthabodhi which in itself means Artha (Finance) and Bodhi (Wisdom) is the brainchild of Shasirekha Raghavan who holds an experience of two decades in the BFSI sector. Arthabodhi was inspired when she witnessed people struggling hard to save & grow money, wherein money should be working hard for them.

Arthabodhi was established in January 2018 and today we are successfully helping 300+ families across India to fulfill their dreams. Arthabodhi aims to provide financial wisdom and to help people invest wisely. Our philosophy at work is 3T philosophy,

athbodhi

Our Key Features

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Consult

1 on 1 consultation with our team to create a financial plan that includes both quantitative and qualitative information. This will be the blueprint for achieving your future goals and make the most informed and prudent decisions today. A tailored plan fit for all your all needs will be created by following a comprehensive process.

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Manage / Monitor

At ArthaBodhi, we will monitor your portfolio 24/7 and suggest changes only when your goals change or our research indicates a review of the portfolio. Our Priority is to ensure you reach your goals within the defined & agreed timelines

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Invest

The process of Investment begins once the documentations are clear & complete as per regulations. We help you with linking your bank accounts and investing completely online without any hassle.

Our Services

We help you to grow your money in better way

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Personal Financial Planning

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Retirement Planning

tax

Tax Planning

family

Insurance Planning

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Investment Advisory Services

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Disclaimer:

Arthabodhi Financial Advisors LLP, with LLP Identification Number AAQ-8894 and ARN-126101 offers financial investment services to its clients. Financial market investments come with inherent risks, including the possibility of losing invested capital. Past performance does not guarantee future results. Before investing, think about your investment objectives, risk tolerance, and financial situation.
The terms and conditions set up on this website govern the use of our services and products. By accessing or using our website, you agree to these terms and conditions. Our privacy policy, which describes how we collect, use, and protect your personal information, also applies to your use of this website.
By using our services or accessing our website, you acknowledge that you have read, understood, and agree to the terms and conditions outlined below.