We provide Goal Based Financial Planning by our own product Arthik Kundali. 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. In this we help to achieve the client’s life goals such as child’s higher education planning, child’s marriage planning, planning to build his dream home, planning to enjoy international holidays, planning to reduce medical urgency expenses, financial planning for his family in case of mis- happening with his main income earner, planning to lead a wealthy retired life, planning for any emergency fund. In this we also provide advices for a smart income tax planning.