Shantanu S Mulay

I am a Certified Financial Planner (CFP) with over 25 years of experience in personal financial planning and wealth management. As the founder of Arthashastri Finserv, I have helped more than 600 families plan, organize, and grow their finances with clarity and confidence. My approach focuses on goal-based investing, retirement planning, insurance planning and executions, tax efficiency, and overall financial well-being. I work closely with salaried professionals, business owners, and retirees, offering personalized guidance through both physical and virtual meetings. With a strong foundation in finance and a client-first philosophy, my objective is to simplify financial decisions and help clients achieve long-term financial security.