If we see the ancient Indian history we will find that financial planning is not a new thing and is in use from many years. That time it was used for king and its territory, later years for Zamindars. The more structured use of financial planning started in India when, companies like Morgan Stanlay, UBS, BNP Paribas, Barclays started their branches in India.
Due to non standardization of Financial Education, Financial Consultant in India in early days, some self-proclaimed & company designated Financial Planners came in the market, and cheated a lot. Most of them were lacking knowledge, competence & skills of a professional. In recent years after the creation of regulatory authorities in different sector as IRDA, SEBI with some institution and organization like NISM and FPSB had worked a lot to standardize this industry.
With globalization and information technology revolution, basic life styles of Indian citizen have changed a lot. With increasing competition in employment and earnings, options in savings and expenses, wealth management and estate planning have become a need of the hour. Still a big portion of our society is not aware of these planning. Retirement surplus is one of the biggest problems faced by our society presently. Due to lack of awareness about wealth management and its tools, many citizens are facing crisis in their retired life and they are forced to massively cut down their expenses. The Arthik Kundali is created to accomplish the vision of his creator to make our society aware about wealth management and its tool from a professional, who is expert in personal finance and wealth management.
The Arthik Kundali is the reflection of the earning, expenses, protection and savings of an individual or of a family. Arthik Kundali is a unique wealth management plan to provide freedom to an individual or a family for taking their unwanted financial decisions and to tackle financial urgencies. It also suggests the optimum way to easily achieve the future financial goals by a proper balance between financial inflow and outflow for an individual or for a family. In this the suggestions have been made to plan the expenses and savings in such a way so that they can achieve their future goals and enjoy their retired life.
With globalization and information technology revolution, basic life styles of Indian citizen have changed a lot. With increasing competition in employment and earnings, options in savings and expenses, wealth management and estate planning have become a need of the hour. Still a big portion of our society is not aware of these planning. Retirement surplus is one of the biggest problems faced by our society presently. Due to lack of awareness about wealth management and its tools, many citizens are facing crisis in their retired life and they are forced to massively cut down their expenses. The Arthik Kundali is created to accomplish the vision of his creator to make our society aware about wealth management and its tool from a professional who is expert in personal finance and wealth management.
The Arthik Kundali is the reflection of the earning, expenses, protection and savings of an individual or of a family. Arthik Kundali is a unique wealth management plan to provide freedom to an individual or a family for taking their unwanted financial decisions and to tackle financial urgencies. It also suggests the optimum way to easily achieve the future financial goals by a proper balance between financial inflow and outflow for an individual or for a family. In this the suggestions have been made to plan the expenses and savings in such a way so that they can achieve their future goals and enjoy their retired life.
One of the best place to get all personal finance products under one roof with a consultancy by industry experienced and recognised Chartered Wealth Manager (USA) Mr Sameer Mukherjee. Chartered Wealth Manager (USA) is one of the highly recognised wealth management certification worldwide provided by American Academy of Financial Management, USA.
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www.arthikkundali.com is an online website of Samridhi Consultancy Services who is registered vide ARN-108559 as a Fund distributor. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means.
