Comprehensive financial advisory for business owners and NRIs — mutual funds, tax planning, and insurance designed around your unique goals.
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.
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.
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.
Goal-based SIP planning and portfolio construction across equity, debt, and hybrid funds — aligned to your risk profile and time horizon.
Proactive tax structuring for business owners and NRIs, including 80C planning, HUF structuring, DTAA benefits, and capital gains management.
Comprehensive risk coverage — term life, health, and business insurance selected from across insurers to provide the best protection for your family and enterprise.
A 30-minute conversation to understand your financial situation, goals, and concerns — at no charge.
A thorough review of your income, assets, liabilities, tax position, and existing investments.
A written financial plan with specific recommendations across investments, insurance, and tax strategy.
Quarterly portfolio reviews and annual plan updates to keep you on track as your circumstances evolve.
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.
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.
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.
Use these tools to estimate your financial goals and understand the power of disciplined investing over time.
Estimate monthly SIP returns over your investment horizon.
Calculate how much you need to save for a specific financial goal.
Find the right instruments to maximise your Section 80C deductions.
Know how much corpus you need to retire comfortably.
Calculate loan EMIs and plan your repayment schedule.
Understand FEMA limits and optimal remittance strategies for NRIs.