Artharthi Investments & Insurance
Contact: 07020612706
Email: info@artharthi.in
Address: 1001-A, LMS Finswell, Viman Nagar, Pune – 411014
Website: Artharthi Investments & Insurance
Artharthi Investments & Insurance Announces Holistic Financial Planning Solutions for Individuals, Professionals & NRIs
Pune, India – Artharthi Investments & Insurance, one of Pune’s trusted financial planning organizations, announces a comprehensive suite of financial services designed to simplify wealth creation and help families secure their long-term financial future. With a mission to make finance easier, smarter, and stress-free, Artharthi continues to empower investors to live life on their own terms.
For years, Artharthi has been helping individuals, professionals, entrepreneurs, and NRIs build strong financial foundations through expert guidance, personalized strategies, and disciplined planning. “We are not just wealth managers; we are trusted partners in your financial journey,” says the team at Artharthi.
What Artharthi Offers
Artharthi provides end-to-end financial services, including:
Investment Portfolio Management
Helping clients understand Risk Profiling, Asset Allocation, and Product Selection to create an ideal investment mix.
Insurance Portfolio
Advising individuals and families on the right protection for health, life, and assets to safeguard against uncertainties.
Tax Fundamentals
Offering structured tax planning strategies to reduce liabilities and improve long-term wealth efficiency.
Mutual Funds
Providing access to professionally managed funds across equity, debt, hybrid, and goal-based categories.
Wealth Management
Designing customized portfolios using multi-asset investments such as equity, debt, real estate, and gold.
Retirement Planning
Creating long-term retirement roadmaps to help clients enjoy complete financial independence.
Customer Testimonials
Clients appreciate Artharthi’s honest guidance, deep market knowledge, and customer-first approach. Long-time client Sudarshan Joshi shares, “Sanjay has provided excellent solutions for more than 15 years. His understanding of customer needs and the market is exceptional. He is positive, polite, and professional.”
Commitment to Simplified Finance
Artharthi is dedicated to delivering uncomplicated, transparent, and practical financial solutions for:
✔ Professionals
✔ Entrepreneurs
✔ Families
✔ Non-Resident Indians
Get in Touch
Artharthi Investments & Insurance
? 1001-A, LMS Finswell, Viman Nagar, Pune – 411014
? 07020612706
? info@artharthi.in
for more information visit our web site @ https://www.artharthiinvestments.in/
