SEBI Registered | AMFI Certified

Your Wealth,
Structured
for the Future.

Comprehensive financial advisory for business owners and NRIs — mutual funds, tax planning, and insurance designed around your unique goals.

200+ Clients
₹85Cr AUM
14+ Years
About Me

Trusted Advisory,
Built on Experience

AMFI Registered Mutual Fund Distributor
Certified Financial Planner (CFP)
NRI Investment Specialist
SEBI Registered Investment Advisor

With over 14 years of experience in wealth management, I have built a practice centred on clarity, integrity, and long-term thinking. My clients are primarily business owners navigating complex financial structures and NRIs seeking trusted advisory in India.

I believe that good financial advice should simplify your life — not complicate it. My approach begins with understanding your complete financial picture before recommending any product or strategy.

Every client relationship is built on transparency. I am fee-only in my advisory capacity and hold no incentive to recommend products that do not serve your interests.

SEBI Registration No: INA000XXXXXX  |  AMFI ARN: XXXXXX
Who I Serve

Advisory Tailored
to Your Context

01

Business Owners

Your finances are more complex than a salaried individual's. I help you separate personal and business wealth, reduce tax liability, and build durable long-term assets.

  • Business vs personal wealth separation
  • Irregular income investment planning
  • Corporate tax optimisation
  • Keyman and business insurance
  • Succession and estate planning
02

NRI Clients

Investing in India from abroad requires navigating FEMA, DTAA, NRE/NRO accounts, and repatriation rules. I provide reliable guidance you can act on from anywhere in the world.

  • NRE/NRO account investment advisory
  • DTAA and TDS compliance guidance
  • Repatriation-friendly mutual fund plans
  • India-based insurance for NRIs
  • Remote portfolio tracking and reviews
Services

What I Offer

Mutual Funds

Goal-based SIP planning and portfolio construction across equity, debt, and hybrid funds — aligned to your risk profile and time horizon.

  • SIP & lump sum planning
  • Goal-based portfolio construction
  • Portfolio review & rebalancing
  • NRI-compatible fund selection
  • ELSS for tax saving

Tax Planning

Proactive tax structuring for business owners and NRIs, including 80C planning, HUF structuring, DTAA benefits, and capital gains management.

  • 80C & 80D deduction planning
  • Capital gains tax management
  • NRI DTAA treaty benefits
  • TDS advisory on investments
  • HUF structuring for businesses

Insurance

Comprehensive risk coverage — term life, health, and business insurance selected from across insurers to provide the best protection for your family and enterprise.

  • Term life insurance planning
  • Health & critical illness cover
  • Keyman insurance for businesses
  • NRI-eligible insurance plans
  • Annual policy review service
My Process

How We Work
Together

01

Discovery Call

A 30-minute conversation to understand your financial situation, goals, and concerns — at no charge.

02

Financial Assessment

A thorough review of your income, assets, liabilities, tax position, and existing investments.

03

Tailored Plan

A written financial plan with specific recommendations across investments, insurance, and tax strategy.

04

Ongoing Review

Quarterly portfolio reviews and annual plan updates to keep you on track as your circumstances evolve.

Testimonials

What Clients
Say About Me

"

Arjun helped me structure my business finances in a way I never thought possible. Within two years, I had a clear separation between personal and company wealth — and my tax liability dropped significantly.

RK
Rajesh Kumar
Director, Manufacturing Company · Delhi
"

As an NRI based in Dubai, I was always unsure about investing in India. Arjun made the process seamless — from KYC to repatriation — and I now have a well-diversified portfolio back home.

PS
Priya Shah
Software Architect · Dubai, UAE
"

What I appreciate most is the clarity. There are no complicated jargon-filled documents — just a straightforward plan with measurable goals and regular check-ins to ensure we stay on track.

AM
Amit Malhotra
Entrepreneur · Mumbai
Tools

Financial
Calculators

Use these tools to estimate your financial goals and understand the power of disciplined investing over time.

SIP Calculator

Estimate monthly SIP returns over your investment horizon.

Goal Planner

Calculate how much you need to save for a specific financial goal.

Tax Saving (80C)

Find the right instruments to maximise your Section 80C deductions.

Retirement Planner

Know how much corpus you need to retire comfortably.

EMI Calculator

Calculate loan EMIs and plan your repayment schedule.

NRI Remittance Guide

Understand FEMA limits and optimal remittance strategies for NRIs.