In today's extremely dynamic world uncertainty and volatile economic conditions have made it more important than ever to have a strong financial foundation that'll keep your family protected and get positive financial outcomes. Our team of expert and qualified financial planners help you to develop a sound strategy to ensure you meet all your financial goals while safeguarding your wealth. After clearly understanding your needs they put together a detailed, personalized plan in place so you never have to worry about money.

We will help you:

  • Identify and prioritise your financial goals
  • Prepare for your children's education or marriage plans
  • Fulfill and manage your retirement ambitions
  • Grow your wealth
  • Protect your family's future against life's uncertainties.
  • Pass on your assets to your future generation
  • Save taxes

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Here's how it works



step

01

MEET

Meet with our advisor so we get to know you, your goals, and your unique financial situation.

step

02

PLAN

We create a custom-tailored financial plan based on your goals, current position and risk assessment.

step

03

TAKE ACTION

Put your plan into action and ensure everything is efficiently and cost-effectively done.

step

04

EMPOWER

Our advisors continuously work with you to keep track of your plan's progress and recommend changes, if any.

OUR SERVICES: A Personalized Plan For Your Money

Proper financial planning ensures a worry free life.


Comprehensive Financial Planning

Get customized financial plan by experts. What we offer:

  • Tailor made financial plan based on your needs and goals
  • Application of wealth management, risk management and tax mitigation strategies
  • Ongoing review of your financial position to ensure that you are on track to meet your goals

Child Future Planning

Give your child a bright future by planning your finances better.

From preparing for your newborn's arrival to planning for their future including your child's education and marriage, our financial planner will help you set up a plan to ensure you don't have to compromise on your child's needs.

Tax Planning

Minimize tax, maximize returns with our tax planning service. We take care of

  • income tax
  • capital gains tax
  • inheritance tax and
  • wealth tax

We not only focus on tax laws but we do tax planning in conjunction with your overall financial planning keeping in mind your needs, life goals and risk appetite.

Estate Planning & Wealth Transfer

A proper succession planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations.

Our expert team helps you develop estate and wealth transfer plans customized to your needs. We will work with you to protect your hard-earned assets and ensure they're passed on in accordance with your wishes.

Investment Planning

We develop an investment plan to ensure you are lead a financially worry-free life all life.

We provide you with recommended investment strategies looking at the big picture, which are consistent with your overall financial goals and risk tolerance. We create a customized well-diversified portfolio for you that helps you:

  • reduce investment volatility
  • decrease expenses
  • increasing tax efficiency

Retirement Planning

Be financially independent and maintain the lifestyle you worked hard for with our retirement planning services.

Actively planning for your retirement can be one of the most important decisions you'll ever make. We take time to gain a deep understanding of your needs and current position with respect to your retirement needs and goals and will help you get on the right track.

Risk Management and Insurance

Whether you have a

  • young family to support,
  • plan for the unexpected or
  • have mortgage repayments to make,

it's important to protect your income against any unforeseen event. Our financial advisor understands your situation, works out your requirements and recommends you best insurance plans with minimum cost and maximum benefit.

Managing Your Debt (LOAN)

Loan can be your best friend or your worst enemy. Managing your Loan wisely is one of the most effective ways to help achieve your financial goals.

Under our Loan Management Service we understand your needs, analyze if there is a need for borrowing and find the best available debt source for you. If you are in a Loan crisis our advisors will find ways for you to get out of Loan or reduce your interest burden.

HOW OUR ADVISORS WORK FOR YOU?


At Arihant we focus all our decisions keeping the client's interest first. Our financial advisors don't receive any extra compensation for selling you any specific investment products and services. They're all professionally trained financial planners who work solely for your benefit, understand your needs, and develop a personalized plan based on your unique financial situation. At Arihant we are dedicated to helping you reach your goals.

WHY ARIHANT?

Before we get to why choose Arihant as your financial planner, it is first important to understand why do you need a financial planner at all? When you have a heart problem you go to a cardiologist, for teeth problem you book appointment with a dentist, for fixing your car you go to a mechanic, the same way when you need to meet your life's financial goals {like retirement, child's education, daughter's marriage} you need a financial planner. A financial planner helps you plan to reach your goals and implement appropriate financial solutions. A Certified Financial Planner CM brings the experience, expertise and temperament to work with you not only today, but along your entire financial journey.


Client First

We understand that every client has different needs and varied set of circumstances. Our goal is to first understand your needs and relate it to your financial circumstances and goals. Our team of experts then develops smart solutions and assists you in achieving a financially worry-free life.


Qualified Professional Team

While there are numerous experts who claim to be financial advisors, very few actually meet the rigorous standards met by the CFP Board of Standards. Our team has experience and know-how to take care of all aspects of your finance from tax to right management to passing on your wealth.


Unbiased Objective Advice

What sets us apart is that we operate under fee-only model. We do not accept commissions or referral fees which ensures complete objectivity in our evaluations. Our Financial Planning division is de-coupled from our broking division. What is best for you is what becomes best for us.


Trustworthy & Ethical

Our financial planning team abides by code of ethics as set by the CFP, Financial Planning Standard Board of India and SEBI, in addition to Arihant's own strict ethical practices. All our charges and fees are upfront and transparent. What you see is what you get.


SEBI Registered

Arihant is among the very few SEBI registered financial planning and investment advisory firms in India.


Value for money

Arihant financial planning team is known for its long term relationships with clients. We provide long-lasting benefits to our clients by offering peace of mind, financial freedom and a secured financial future.


An expert dedicated to your financial success


I'd like to know more
To discuss your financial future, book an obligation-free first consultation.


You can also reach us at:

Email: fp@arihantcapital.com
Call: (0)9406683366

Download our code of ethics