arthniyojan

Your trusted partner in financial planning and allied services.

All the luxurious things whether owing a home, starting a new business or finding a suitable way out for a comfortable retirement, everything comes with an attached price tag. When any of the above goals or aspirations of an individual are left unsatisfied, the need of financial planning comes into play.

This is where we can help. Our wide range of financial services including financial planning, tax planning, succession planning and plans related to insurance, mutual funds, NPS, bonds etc. will come handy as per your budget and requirements.

We are in financial planning for over 12 years !

Financial Planning has got a larger perspective. Tax Planning is an important component of Financial Planning that enables the person to reduce tax liability legally. Succession Planning is also equally important for both individual and Businesses. It helps them in passing on their legacy to right heirs. We have vast experience of handling all the complex issues arising due to misalignment and financial disputes which may arise due to mismanagement of finances.

Services

What we are good at.

Financial Planning

Planning help you make funds available when you need it most. We can provide valuable advice to manage funds.
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Mutual Funds

Mutual funds pool the money received from the individual investors called Corpus and invest in the Stock market in Equities, Debentures, bonds, etc. We can help you invest your money in right schemes and funds.
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Tax Planning

Tax planning help you in rationalizing your tax liabilities. We have expertise in dealing with complex issues arriving due to evolving tax system.
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General Insurance

General Insurance covers the risk attached with non-life objects like properties, vehicles, travels, and other valuables, etc. We can help you choose the right plan per your needs and requirements.
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Life Insurance

Life insurance provides financial protection to your family after life. We can help you in getting the right plan per your needs.
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Health Insurance

Health Insurance protects the expenditure incurred on unforeseen diseases, accidents, Critical Illness, etc. We provide such services backed up by good customer care practices.
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National Pension Schemes

To have a uniform Pension scheme for all citizens under both Organised and Unorganised sector government introduced the National Pension Scheme (NPS). We can get you enrolled in relevant schemes per your requirements.
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Succession Planning

Succession planning help you in handing over the legacy with minimal dispute. Our valuable advice and connections can help you fill that void.
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SUCCESSFUL PROJECTS

Trust our Experience!

Below are some interesting points about our Approach.

Flexibility

Flexibility in terms of budget, time and requirements

Strong Work Ethics

Our ethical approach ensures the client satisfaction and thus their further trust in our services.

Transparency in Operations

Keep things partial to build trust and avoid unnecessary friction in client relations.

Client Oriented

Our client first approach mostly ensures high degree of client satisfaction and for us the business continuity.

Rich Experience

Our more than 12 years of rich financial planning experience gives us the edge over competition.

arthniyojan (brand of Shree Samarth Wealth Management)

arthniyojan is a brand of Shri Samarth Wealth Management consultancy firm which was incorporated in the year 2008 and at present having 1000+ satisfied clients. We offer comprehensive financial advisory services and help clients  achieve their financial goals with effective and smart investment planning. We are certified Mutual fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (insurance Regulatory and Development Authority). We have highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

OUR EXPERIENCE

Financial Planning - 12 years
Succession Planning - 10 years
Tax Planning - 10 years
Mutual Funds - 8 years
Life, Health and General Insurance - 12 years
NPS, Bonds - 8 years

A word from arthniyojan Founder

Since our founding in 2007, we have been recognized on several occasions for our financial endeavors.

With a brief interaction with us, you will have the opportunity to understand financial puzzles, both large and small, and thereby explore your options and define new choices.

In a refined plan that combines dialogue, personal attention, coaching and extensive industry practices, our faculties and professional team guide you through a dynamic mix of business/financial fundamentals, self-development and real-world experiences.

I am confident that you will be influenced by the incredible financial services provided by us. I look forward to welcoming you on your financial management journey.

Dhananjay Dhotre

Economist / Еntrepreneur / arthniyojan Corporate Founder

Free consultation!

+91 9923825374

contact@arthniyojan.com

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