We start by evaluating your current situation which includes cash flow analysis, calculating your net worth, reviewing your insurance coverage for life, disability, home, auto, health etc.
We then go about clearly establishing the objectives of the financial plan so that, several goals can be balanced. The goals could be short, medium or long-term and could include child’s education, marriage, your retirement etc.
We then work out a clear strategy in line with your objectives and risk tolerance. Drawing up a winning asset allocation so that your financial goals are met is fundamental to a successful plan.
We will assist you in the process of implementing the plan by suggesting the optimal mix of products and services that are essential for the success of the plan.
Once the plan is implemented we will monitor the progress on an on-going basis. We will periodically report the progress and measure the results achieved vis-à-vis the plan.
Financial planning is a dynamic process. We will annually review the plan and progress made, to see if any modifications are required due to changes like current economic situation, inheritances, change in job status, birth or death in the family etc.
ARTHA NIVESH FINSERVE PVT LTD, a Premier Wealth Management Company from Odisha, provides wealth management solutions to retail, HNIs & Ultra-HNIs as well as provides customized financial & investment solutions for Corporates
4th Floor, Savitri Tower, Rupali Square, Saheed Nagar, Janpath, BHUBANESWAR, Odisha, PIN-751007
Ground Floor, Hariom Building, Opposite HDFC Bank, Kandsar, NALCO NAGAR, Angul, Odisha, PIN-759145
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