ArthaYantra Corporation - Certified Financial Planner (CFP) Distributors
Member since Jun 25, 2019
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About Me
At ArthaYantra, Financial Planning & Decisions For Life are Made Simple With Smart Technology. You can Get Expert Financial Advice & Become Wealthy The Right Way.
ArthaYantra was founded to answer questions like this and many others. The silo driven and product centric approach to personal finance has left most of the world’s middle class & upper middle class households without access to quality advice. Jargon filled conversations have alienated millions of families from the capital markets. We will change that.
ArthaYantra is on a mission to change the wealth management ecosystem by using technology in three ways, viz: provide comprehensive financial planning advice, interconnect various aspects of financial life and make customer’s goals the center of the advice, thus removing the jargon laced conversations.
www.arthayantra.com
About Work Experience
Since our launch, we have helped more than 200,000 customers across 700+ cities and 30+ countries.
64% of our customers have referred us to friends and 98% of our customer are satisfied with our services, a huge testimony to our core value of “Doing the right thing for the customer”.
Experience & Qualification
Qualification
CFP, CIA , RIA
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Certified Financial Planner (CFP)
Will Writing Services
Affiliations
- Association of Mutual Funds In India registered Member
- SEBI Registered Investment Adviser
- IRDAI Registered Composite Corporate Agent
Awards & Recognition
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Fintech of the year 2018 by AAA, The Asset Asian Awards, Top
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Top 100 most innovative wealth management
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NASSCOM Emerge 50, 2017
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Cool Vendor, 2016 by Gartner
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A Red Herring Global Top 100 Winner, 2015
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Top 35 FinTech in Asia-Pacific Finovate
Address
ArthaYantra Corporation
2nd Floor, Plot No. 188 & 189, RR Towers,,
North Block, Kavuri Hills Phase 2,
Madhapur,
Hyderabad,
Telangana, 500081
LICENSE
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Mutual Fund -
ARN No.
54840 - Validity -
10-12-2022
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