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