Plan

  • Understanding your financial goals and objectives.
  • Understanding and Identifying your return expectations and time horizons.
  • Understanding your risk return appetite.

Analyze

  • Discussing your current financial health.
  • Identifying gaps in planned financial goals and objectives.
  • Discussing the strategies that will help you meet your objectives.

Invest

  • Assisting you in investing in solutions aligned with objectives.
  • Ensuring proper asset allocation.
  • Ensuring tax efficiency of all investments.

Review

  • Regularly discussing existing investments.
  • Keeping a constant watch on the factors impacting the investment environment.
  • Rebalancing the portfolio if need be.

The individual investor should act consistently as an investor and not as a speculator.
– BEN GRAHAM
Success is a process of continually seeking answers to new questions.
– JOHN TEMPLETON
Risk comes from not knowing what you’re doing.
– WARREN BUFFET
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Our Expertise is earned through
our experience
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Managing results that
matter

Our Services

Arthaprise offers plethora of services which aims to fulfil all financial needs under one roof

The Financial Wizards in our team

Dhananjay Kumar

Co - Founder

Dhananjay is a Graduate with CIEL certification in Wealth Management.

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ANANT RAMOLA

Co - Founder

Anant Co-Founded Arhaprise Financial is an IIM Calcutta alumnus

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Kunal Khatri

Co - Founder

Kunal Co-Founded Arthaprise Financial is a management graduate from Symbiosis(Pune)

Vikas Gupta

Compliance & Legal Advisor

A qualified CA, CS and CMA with more than two decades of versatile experience with HCL and TATA group in all facets of Accounts,

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News From our Blog

What Our Clients Say

306, SRBC Tower, Sec-9, Vasundhara, Ghaziabad
support@arthaprise.com

0120 4283462