We have our unique copyright product Arthik Kundali. It is one of the unique product of his kind in the market
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.
The creator of Arthik Kundali Mr. Sameer Mukherjee is a dynamic Chartered Wealth Manager (USA), MBA (Mkt), B.Sc (Statistics). The CWM organized by worldwide financial and standard professionals who offer exclusive and certified designations along with chartered and masters certifications to candidates who are capable of meeting high standards. Besides wealth management he is having an in depth knowledge of Market Intelligence Services.
He is having 24 plus years of expertise with companies like Bajaj Allianz Life Insurance Company, Reliance Nippon Life Insurance Company, Aviva Life Insurance Company, Bare Internationals, HS Brands Internationals Cipla Ltd., APTECH etc. Having a good control and experience in Market Intelligence with multinationals makes him an experienced market research analyst. He is associated with several international associations.
We adopt a structured & disciplined approach & provide you portfolio solutions which meet your desired financial goals and milestones.
SAMRIDHI CONSULTANCY SERVICES
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