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Welcome to the Arthaswapna Financial Services, a leading Wealth Management & Financial Planning boutique led by financial experts in the field, with more than one decades of experience building success stories for clients. We value the hard-work, smart-work, good-work, and the time that our clients have invested in creating their existing lifestyle; and we have utmost respect for its irreplaceability. Therefore, with our decision making approach to avoid permanent impairment to the capital, our clients have always achieved lifestyle enhancement, total peace of mind and living their lives the way they had always aspired for.
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A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus. Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund. Mutual funds invest in a vast number of securities, and performance is usually tracked as the change in the total market cap of the fund—derived by the aggregating performance of the underlying investments.
Insurance plays a crucial role at every stage of life, addressing the discomfort and anxiety associated with unforeseen risks and uncertainties. The key to effective insurance planning understands the potential financial impact of various risks, such as sudden death, natural disasters, or physical disabilities. Without proper coverage, significant events like long-term medical care can deplete years of asset accumulation. Insurance is often mistaken for a component of investment planning, but it should be viewed as a vital tool in its own right. Proper insurance planning helps mitigate risks and protect against uncertainties that could otherwise jeopardize your financial stability.
FDs are one of the oldest and most common methods of investing. When it comes to assured returns, choosing the right type of savings scheme makes all the difference. Fixed Deposits let you make the most of value-added benefits as you create wealth at low risk. Based on a consumer’s investment portfolio, the FD investment period can either be short-term or long-term. The rate of interests on fixed deposits varies from one company or bank to another. Company Fixed Deposit (corporate FD) is a term deposit which is held over fixed period at fixed rates of interest. Company Fixed Deposits are offered by Financial and Non-Banking financial companies (NBFCs). The maturities of various company fixed deposits can range from a few months to a few years.
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Hi there! At Arthaswapna Financial Service, we provide a range of services including mutual fund, financial consulting, health and life insurance, investment advice, and tax consulting. We’re here to make your financial journey smoother and more rewarding!
We'd love to hear from you! You can visit us at 54, Sai-lay-out, Jaitala Road, Near Nitnavre Lawn, Nagpur, or give us a call. For more details, please Contact Us : +919209082038, Mail Id : arthaswapna@gmail.com
Absolutely! We are an AMFI registered mutual fund distributor, ensuring you receive the best and most reliable financial services.
Yes, we do! We understand the importance of flexibility, so we offer online consultations to fit your busy schedule. Just get in touch with us through our website to set up an appointment.
Of course! We provide comprehensive health and life insurance services tailored to meet your individual needs. We're committed to ensuring you and your family are well-protected.
Not at all! We believe that everyone should have access to sound financial advice, regardless of the investment size. Whether you're just starting out or are an experienced investor, we're here to help.
Yes, we do! Our experienced tax consultants are here to assist you with all your tax-related queries, ensuring you make the most of available benefits and comply with all regulations.
We offer easy-to-use tools and regular updates to help you stay on top of your investments. Plus, our dedicated team is always available to answer any questions you might have.
Great question! At Arthaswapna, we're not just financial consultants—we're your financial partners. Our personalized approach, dedicated support, and wide range of services ensure that your financial needs are comprehensively met. We consider your success, our success!
