I help people achieve financial well-being by better organizing their finances and helping them set their house in order. Achieving financial well-being requires a strategy in place and we help people by setting an optimal strategy for them. We specialize in solving Problems/ Constraints that arise in achieving the laid-down strategies. We count Tax-planning strategies as one of our principal forte.
I have been passionate about spreading financial literacy and have conducted many such sessions at various corporates like TATA Motors, NPCIL, Airtel, to name a few.
Business Standard, DNA Money, Outlook Money, etc have been a few media publications where I have contributed my ideas and thoughts in addition to being featured in Times Money Show and Bloomberg Quint's personal finance shows.
Practice at a glance
16
Years of Experience
50
Families Served
₹90
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CA – Chartered Accountant
Education
Formal Education
BCom – Bachelor of Commerce
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Plan Retirement
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Arvind Rao.