Here, our vision is to empower individuals and families with the knowledge, tools, and confidence required to make informed financial decisions. We believe that financial planning is not only for high-income individuals—it is a necessity for everyone who dreams of a secure and prosperous future.
Our mission is to simplify complex financial concepts into practical and easy-to-understand solutions. Through personalized financial analysis, wealth management strategies, retirement planning, insurance guidance, and investment planning, we help our clients achieve financial independence.
We aspire to create a financially aware society where every individual understands the importance of disciplined savings, smart investments, risk management, and long-term wealth creation.
By combining professional expertise with innovative financial tools, we aim to become one of India’s most trusted financial planning platforms.
Every individual has different financial goals, responsibilities, and dreams. Therefore, we do not believe in one-size-fits-all financial solutions.
Our work begins with understanding your current financial situation, future aspirations, income sources, liabilities, investments, and family responsibilities.
We then analyze your financial profile and prepare a personalized financial roadmap covering:
Using data-driven analysis and professional financial tools, we recommend strategies that align with your risk profile and long-term objectives.
Our approach is transparent, ethical, and focused on building long-term relationships based on trust and measurable financial growth.
Thousands of people earn money, but only a few successfully manage and grow it. Here, we bridge that gap by helping clients to take informed financial decisions.
We believe that financial success is achieved through consistent planning, disciplined investing, and regular financial reviews.
Our objective is not just to recommend products but to build a financial strategy that helps you achieve your dreams with confidence.
Founder Director - Chartered Wealth Manager (USA)
Mr. Sameer Mukherjee is the Founder Director of our company. Arthik Kundali is his brain child to help millons to take smart financial decision. He is highly respected financial planning professional with over 25 years of experience in wealth management, financial advisory, insurance planning, and investment consulting. His mission is to empower individuals and families with practical financial knowledge that enables them to make informed decisions and build long-term financial security.
He is an internationally certified Chartered Wealth Manager (CWM®) and Chartered Financial Goal Planner (CFGP®), has worked with leading organizations in the financial services industry, gaining extensive expertise in life insurance, investment strategies, retirement planning, estate planning, and wealth creation. His strong academic background in Statistics and Business Management allows him to combine analytical thinking with practical financial solutions.
Director – Administration & Operations
Mrs. Jublee Mukherjee plays a vital role in the operational excellence of company. With more than 27 years of professional experience with NIIT, Kids Zee like brands. She looks administration, office management, customer relationship management, and organizational coordination. She ensures that every client receives a seamless and professional experience.
Her expertise lies in managing day-to-day operations, streamlining administrative processes, coordinating client services, and supporting strategic business functions. Her strong organizational skills and commitment to excellence contribute significantly to the smooth functioning of the organization.
She firmly believes that exceptional client service, efficient communication, and systematic operations are essential for building long-term trust and lasting relationships.
Mr. Anupam Dwivedi, is a BA, LLB (Hons) and having more than six years of experience in providing legal services. He was ex member of District Legal Aid Services Authority. He is also empanelled legal advisor in National Insurance Company, Kotak Life Insurance, Kambal Ghar, Manpasand Beverages etc. Designation: Consultant – Legal & Consumer Affairs (OC)
Mr. Sachin Jalan, he is a M.Com. and having diploma in computers. He is having an experience of 8 years in managing accounts and worked as an auditor for different nationalized banks, colleges and big corporate. Designation: Consultant – Accounts & Audits (OC)
Founder & Principal Attorney, E-SHIELD IPR SERVICEShelps safeguarding Your Innovations, Brands, and Creative Legacy. At E-SHIELD IPR SERVICES, we specialize in providing comprehensive legal solutions to secure your intellectual property. From Trademark Registration & Opposition to Copyright Protection, Patent Advisory, and Legal Drafting, we help businesses, entrepreneurs, and creators protect their unique identities and competitive edge.
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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Arthik Kundali © is a copyright and trademarked product of SAMEER MUKHERJEE. Using the similar name or domain will be a punishable offence and have to face legal consequences
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.
