How it works?
Design your Financial Indpendence roadmap with us.
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.
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.
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.
