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Arti Dua | DUA FINANCIAL SERVICES LLP | PuneArti Dua | DUA FINANCIAL SERVICES LLP | Pune

Arti Dua

DUA FINANCIAL SERVICES LLPβ€’Pune,MH
Swetayan Shree, 102, Pimple Nilakh,
Pune, MH, 411027
Swetayan Shree, 102, Pimple Nilakh, Pune, MH, 411027
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About

πŸ“ˆ Financial Planning Specialist |πŸ’‘ Empowering Your Financial Journey πŸ‘‹ Hi there! I'm Arti Dua, your trusted partner in building financial clarity and long-term wealth. I believe financial planning is not just about numbers β€” it’s about confidence, security, and creating a future you truly look forward to. πŸ’° Whether you're a young professional starting your investment journey, a family planning key life milestones, or someone preparing for a comfortable retirement, I offer personalized strategies aligned with your goals and risk profile. πŸ“Š I help simplify the investment process so you can make informed decisions with confidence. 🌟 With a client-first philosophy and a long-term wealth mindset, my focus is on creating sustainable financial roadmaps that adapt with your life stages. Let’s work together to turn your financial goals into reality. 🀝

Practice at a glance

7
Years of Experience
300
Families Served
β‚Ή17
Crores Managed

Practice Details

Min Monthly Investment:β‚Ή10,000 & more
Min Lumpsum Investment:β‚Ή1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Salaried Executives
Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

SEBI Registered Research Analyst

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Arti Dua.

Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check