Get Your Personalised Financial Plan Today!
“A dream without a plan is just a wish. A financial plan turns wishes into reality.”
A personalised financial plan is your roadmap to a secure future. Tailored to your income, goals, and risk profile, it helps you plan for home purchase, education, tax savings, and retirement. With the right balance of protection and investments, it adapts to life changes and keeps you confident and in control.
Step 1 : Introductory Call
We begin with a complimentary Free 15–20 minute introductory call (online or offline) to understand your financial goals, challenges, and expectations. You can ask questions and learn our approach. It’s a transparent, no-obligation conversation to see how Arthasarthi Financial Services can support your journey.
Step 2 : Data Collection & Existing Portfolio Review
In this step, we collect detailed information about your income, expenses, assets, liabilities, insurance, and investments. We carefully review your existing portfolio to understand performance, risk exposure, and gaps.
Step 3 : Personalised Financial Plan Presentation
We present your personalised financial plan clearly, covering goals, investments, asset allocation, insurance, tax, and cash flow. Each recommendation is explained in detail, ensuring clarity, confidence, and alignment with your risk profile and objectives.
Step 4 : Financial Plan Execution & Regular Review
After approval, we ensure smooth execution of investments and insurance. Through quarterly or half-yearly reviews, we track progress, adjust for life or market changes, and keep your financial plan aligned with long-term goals.
About Mr. Rajesh Amle
Goal Based Financial Planning
A goal-based financial plan helps you align your money with your life goals such as education, home purchase, retirement, and wealth creation. It focuses on proper asset allocation, risk management, and disciplined investing to achieve each goal on time. This approach brings clarity, control, and confidence to your financial journey.
Our Services
ArthaSarthi Financial Services is one roof solution for your all financial needs. As our company tagline, we are “ Your Financial Companion” in your financial journey.
AMFI registered Mutual Fund Distributor
Analysing your current MF scheme and New Suggestions will be provided
Retirement Planning
Every working professional should have Retirement planning in place
Child Education Planning
Secure your childs future with best child education planning.
Mediclaim / Health Insurance
Compare health insurance plans and choose the best for your family
Term Insurance
Choose between term insurance which will provide financial security to your family with the best premium.
Equity Investment / PMS
Take advantage of our equity expert & choose your multi-bagger portfolio
ArthaSarthi Seminars Gallary
ArthaSarthi Financial Services conduct regular knowledge sessions for investors.
Why Choose Us
ArthaSarthi Financial Services is Pune’s top investment planner. A well-qualified and experienced team guide you to invest in the best investment plans which secure your family’s financial future.
- Domain Knowledge & Experience
- Helps in Insurance Claim Process
- One Roof Solution
Domain Knowledge
In-depth domain knowledge of all financial products makes us unique.
Unbiased Financial Advise
With a commitment to increase financial literacy, we provide unbiased financial advice.
Healps in Claim Settlement
Our team will help you to get your insurance claim as soon as possible.
One Roof Solution
ArthaSarthi Financial Services provides you one one-stop solution to all your investment and insurance needs.
Get Your First Free Consultation Today!
Get in touch with our Chief Investment Advisor Mr Rajesh Amle on 9987611559 to start your financial journey with us!
