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Your Financial Goals,
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Your goals aren't generic. Your financial plan shouldn't be either.
We build financial plan that's uniquely yours.

Trusted By:
500+ Families
2000+ Clients
100 Cr+ Assets Under Management
Schedule a Free Consultation

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Our Services

Planning for Every Chapter of Your Life

Our services are designed to provide clarity and confidence, with a personalized roadmap for your most important financial decisions.

Wealth Creation

Grow your capital with a diversified portfolio designed to build a lasting financial legacy for your family.

Retirement Planning

Secure a comfortable future with a structured plan that builds a substantial retirement corpus, worry-free.

Child's Future

Fund their biggest dreams, from a world-class education to their first venture, with goal-oriented systematic planning.

Tax-Saving (ELSS)

Maximize your tax deductions under Section 80C with expertly selected ELSS funds that also create wealth.

Goal-Based Investing

From your dream home to a foreign vacation, we structure dedicated SIPs to fund your specific, time-bound goals

Financial Plan Review

Gain clarity on your existing investments. We review and rebalance your portfolio for optimal risk and performance.

About Us

Empowering Your Financial Future

At Arthatan, we provide strategic financial planning tailored to your unique needs from retirement and education planning to holistic wealth management.

Who We Are
Personalized advice led by experienced advisors, focused on long-term growth and security.

Welcome to Arthatan! We are committed to providing clients with strategic financial planning to achieve long-term financial growth and security. Our services include a wide range of investment products and expert financial advice to meet your unique needs.

Whether you are planning for retirement, education, or wealth management, we are here to guide you every step of the way. Every client deserves personalized financial advice tailored to their unique needs.

Our Mission
Empowering individuals and families to secure their financial future.
  • Confident retirement planning with a structured, goal-aligned roadmap.
  • Clear guidance through complex financial decisions and market cycles.
  • End-to-end support for wealth management and education funding.
Our Core Values
What guides how we serve you
  • Member Focus

    Advice built around your goals and life stage.

  • Integrity

    Transparent, unbiased recommendations.

  • Innovation

    Modern tools and data-informed strategies.

  • Teamwork

    A collaborative advisor-client partnership.

  • Excellence

    High standards in service and outcomes.

Testimonials

What Our Clients Say

Hear from our satisfied clients who have experienced the difference with our personalized financial planning services.

Clear plan, real results
They turned my scattered goals into a focused plan I could actually follow.
Rohan MehtaSenior Software Engineer
Proactive guidance
I get timely nudges and portfolio reviews before markets move. Super helpful.
Aditi SharmaProduct Manager
Stress-free investing
Automatic rebalancing and tax planning made my finances feel on autopilot.
Karthik RaoEntrepreneur
Great for first-timers
Explained options simply and helped me start with confidence and discipline.
Priya NairData Analyst
Clear plan, real results
They turned my scattered goals into a focused plan I could actually follow.
Rohan MehtaSenior Software Engineer
FAQ's

Frequently Asked Questions

Get answers to common questions about our financial planning services.

Our flagship product combines cutting-edge technology with sleek design. Built with premium materials, it offers unparalleled performance and reliability.

Key features include advanced processing capabilities, and an intuitive user interface designed for both beginners and experts.