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The Services we providing to our investors

Arthavyavastha offers you a whole gamut of services to meet your Savings, Investment, Insurance and Taxation needs. In a word, we are your one-stop solution for investment planning services.

Top Performing Funds

Child Education

The cost of higher education is increasing annually by more than 15%. It is important that you plan your child's education well in advance

Plan early to meet the goal

Early starter can begin with small amount

Your child's dream come true

Wedding

By starting with a small SIP amount, you can benefit by power of compounding to meet this goal

For Indians it is a very important event

Achieved by saving small amounts regularly

Step up SIP can be a good option

Retirement

Do not make the mistake of delaying your investments for this most important goal of your life

Plan early when you start your career

Account inflation and current expenses

Build enough to meet medical exigencies

Home

Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home

Account inflation adjusted purchase cost of the property

Start a separate SIP for this goal

Help save taxes under old tax regime

Save Tax

Saving taxes means earning extra. Tax saving is the most important part of financial planning

Plan how much tax saving is required

ELSS can be a good option as it invests in equities

Saving taxes can also mean creating future wealth

Emergency Fund

This is the most important goal but ignored by most of us due to lack of knowledge

Save minimum 6 months of expenses as emergency corpus

Help meet exigencies when you do not have cash in hand

Helps in case of a job less/ pay cut/ start on your own

Access Your Risk Profile

We will ask you a set of questions to get to know you!

1. Describe your knowledge of investments:

Access Your Risk Profile

We will ask you a set of questions to get to know you!

2. When you invest your money, you are:

Access Your Risk Profile

We will ask you a set of questions to get to know you!

3. If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?

Access Your Risk Profile

We will ask you a set of questions to get to know you!

4. Have you ever invested in shares or mutual funds? If yes, for how many years?

Access Your Risk Profile

We will ask you a set of questions to get to know you!

5. To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.

Access Your Risk Profile

We will ask you a set of questions to get to know you!

6. How do you react to the idea of investments?

Your Risk Tolerance

As per our risk assessment, you Risk Profile is

How Company Works in our Best Interest

Monthly Investment

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

Rs 22.36L

@3% Return

Fixed Deposit

Rs 22.36L

@6% Return

Gold

Rs 22.36L

@9% Return

Sensex

Rs 22.36L

@11% Return

Mutual Funds

Rs 22.36L

@15% Return

*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)

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