Hello, This is Priyadarshini Mulye. I am MBA(Fin), CERTIFIED FINANCIAL PLANNER CM and SEBI Registered Investment Adviser.
After 7.5 years of rich experience in two of the prominent financial institutions, my ‘Passion’ to provide ‘Unbiased’ advice on personal finance, made my mind to resign from my job and start ‘ARTHAFinPlan’ in the year 2018 at Thane West.
I provide ‘Comprehensive Personal Financial Planning’ services. It includes, assessing risk profile of a client,understanding their future goals,providing second opinion on client’s existing cash flows, investments and insurance. Then, undertaking retirement planning, goal based planning, tax planning, investments planning and insurance planning. Once the plan is made, it is reviewed every year.
Above services are provided on “fees Only’ basis. This means, I am not involved in any type of commission based practice and distribution of any financial product and insurance. I provide advise on personal finance putting ‘client first’ approach. This makes it pure and unbiased advice.
Apart from these core services, I am active on various social media platforms like facebook, linkedin and youtube to spread ‘financial awareness and literacy’.I also write a weekly column in one marathi newspaper .
For more information please visit http://www.arthafinplan.com
I would like to connect with you and be a guiding part in the journey of your personal finance!
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