Planning a long trip can be a daunting task. Where do you begin? What’s step one? What’s step two? What’s step three? It’s easy to get overwhelmed in the beginning, especially when you haven’t done something like this before.
Retirement planning is the process of planning and managing your short and long-term finances to help achieve your financial dreams both during your working years and retired life. It involves analyzing your financial objectives, current financial position and expected future cash flow to develop a comprehensive retirement road map.
Child Education is one of the biggest goals of parents these days because of the tough environment and high expenses involved. Most of the parents start saving for Child Education right from the birth of Child, which is a great! In this post we learn how you should evaluate the target cost of Children Education and how you can achieve the targets within expected deadline. We are mainly talking about Higher education.
A child’s wedding is one of the most important events of a parent’s life. You dream of hosting a lavish event to mark a new beginning of your child’s life. And since time flies faster than you think, it is important to plan for a grand celebration while your child is still young.
Inflation and Taxes are the biggest threats for any investment strategy. Tax planning plays a very crucial role in all stages, wealth creation, management or distribution as tax inefficiencies can erode a large part of wealth.
Many investors think that managing personal finances is mostly about investing in the right product. If you have taken the time to set some long-term goals and follow a process to achieve it, you might feel noble and virtuous.
At Arthashastra we are a team of highly skilled professionals engaged in the business of personal finance, established since 2004 having collective team experience of 90 + years covering Investments, Insurance & Mortgages.
Our mission is to make a difference in 10,000 families and empower them to take charge of their lives financially, so that they can peruse their passion and celebrate abundance.
We act as the chief financial officers (CFO) for your family we understand your income, expenses, assets, liabilities and align the resources as per your goals and aspirations. We focus on sound growth and stability of your personal balance sheet and manage cashflows.
We promise, if you want to live your today better & spend guilt free on things you love, responsibly take care of your family’s future& create a legacy you are at the right place.
“Rajendra Bhatia is Managing Director & Chief Wealth Strategist in Arthashastra Investment Managers Pvt. Ltd. He has studied B.Com from Mumbai University & is a Certified Financial Planner (CFP). He is also a Life Planner from Kinder Institute of Life Planning, USA. He is an Active Rotarian, a loving family person and a keen learner.
He has been driving Arthashastra’s growth with passion to serve and guided by it’s founding principles of Wisdom, Prudence & Integrity.
Mansi Varia is a Financial Planner in Arthashastra Investment Managers Pvt. Ltd. She has studied B.Com & M.Com from Mumbai University & is a Certified Financial Planner (CFP). She specialises in Financial Planning; has helped 250 families in creating their financial plans.
Varun Bheda is Wealth Strategist in Arthashastra Investment Managers Pvt. Ltd. He has studied B.Com from Mumbai University & has done MBA in Finance from Thakur Institute of Management Studies & Research.He is a skilled communicator; able to maintain cultural sensitivity, establish rapport with members of diverse groups, and promote team cohesiveness.
Mr. Rajendra Bhatia and his Arthashastra team has been my financial advisers for over 3 years now . I have found them to be trustworthy, sensitive , helpful and are always equipped with innovative ideas and are market savy . My portfolio has grown immensely over these years through good planning and timely execution . I recommend them any time as your financial advisors and planners who can take care and grow your wealth.
Arthashastra Investment Managers Pvt. Ltd. is the company I have been working with (earlier with Rajendra Bhatia who is the founder of the company) as my Investment advisers for past 15 years. I have lived in India and last 7 years abroad while they continue to maintain my investment portfolio with simple and quality advises. They are highly trust worthy and very responsible towards your money and I would highly recommend them as investment advisers to invest in Indian markets , more so if you are not living in India.
A safe future is a happy future. With years of experience in safeguarding the happiness of families, we at AIM offer a host of products and services that cater to the unique needs of each customer. So, when it comes to future of their families, the approach is holistic and without any compromise.