Artha Sarathi

Listing Details

Kiran Shankar

Hi, I have over 30 years of experience in helping people with specific requirements of building a sound financial plan. I offer Fee Only advisory services for all income groups and offer free tax consulting, retirement planning consulting, free financial planning seminars and financial literacy programs for retired people, students and homemakers.

Do not contact me if only return maximization is your aim. I am a holistic financial planner and do not recommend any indulgence in to speculative stock trading or options of NFTs or Bitcoins etc.

Consultant Information

Specialty

Financial Advisor

Education

  • # Post Graduate/ Masters Degree

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Will Planning
  • # Financial Planning Disabled children
  • # Life Insurance
  • # Basic Tax Planning
  • # Financial Plan creation
  • # Advanced tax planning
  • # Retirement Planning /Insurance
  • # Physical shares management
  • # NRI Financial Planning

Key Information

Am I certified as a financial planner?

No

I am practicing since

February 15, 2019

My highest educational qualification is

Post Graduate/ Masters Degree

Number of clients serviced

150

Number of financial plans created by me

50

My Fee & Services Structure

I charge fees on

A fixed rupee value proportional to asset or portfolio value

Do I offer discounts to ArthaSarathi clients?

Yes

Prefred Way of Meeting

Both(Physical/Online)

I will review your portfolio

Quaterly

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