Plan your finances and investments with our expert advice. Our core philosophy is Transparent, Trust, Tested in dealing with all our clients

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    How it works?

    Design your Financial Indpendence roadmap with us.

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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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    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.

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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.