Unlock Your
Financial Growth
Expert-led portfolio management tailored to your life goals.
- Personalized Investment Strategies
- Transparent Fee Model
- AMFI Registered MF Distributor ARN – (number)
- APMI Registered PMS Distributor (NUMBER)
- SIF Registered (Number)
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Our Services We Create Personalized Investment Plans
We use proven investment strategies and modern technology to design investment solutions that fit your goals.
Investment Vehicles
Investments are financial products that help grow your money over time.
- Stock Broking
- Mutual Funds
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
Risk Protection
Safeguard your life, health, and assets with comprehensive insurance solutions.
- Life Insurance
- Health Insurance
- General Insurance
Lending
Access flexible financing options for personal and business needs.
- Home Loan
- Loan Against Property (LAP)
- Personal Loan
- Business Loan
- P2P Loans
FD/Bonds
Smart investment options for every portfolio.
- Corporate Fixed Deposits (FD)
- Primary Bond
- Secondary Bonds
Public Issue
Explore the latest market offerings and opportunities.
- IPO/ NFO
- Sovereign Gold Bonds (SGB)
- NCDs
Advanced Offerings
Explore high-potential, specialised opportunities to diversify your portfolio.
- National Pension System (NPS)
- Loan Against Securities (LAS)
- Loan Against Mutual Funds (LAMF)
- Credit Card
- Real Estate Planning
Your Journey to Financial Success
At ARTHIKWISDOM, our advisory process is a clear and simple path, designed to help you reach your financial goals steadily Every step is done with you, is open, and customized for your needs
Get to Know You
We start by learning about your financial goals, risk appetite, taxation and current investments. We gather key information to understand what you need.
Set Your Goals
Understanding Your Risk
Strategy Creation
Monitoring & Rebalancing
Market Moves At Your Fingertips.
Visualize stocks, indices, and trends instantly.
Financial Calculators
SIP Calculator
COMING SOON!
FD/RD Claculator
COMING SOON
EMI Calculator
COMING SOON
Testimonials
What Our Clients Say
Real experiences from people who trusted ArthikWisdom with their financial journey. How our guidance has helped clients achieve financial freedom and peace of mind.
Confidence to Start Investing
Pooja Chavan
A Trusted Financial Guide
Aisha Khan,
Assistant Manager, HDFC Bank, Mumbai
Smart SIP Strategy That Works
Dr. Shruti Bhatnate (PT)
Thane
Insights & Ideas
Stay informed with expert articles, market updates, and practical tips to help you make smarter financial decisions.
SWP and STP are smart mutual fund strategies that bring discipline and flexibility. SWP gives you a steady income by withdrawing regularly, while STP helps you invest gradually by transferring funds across schemes. The right choice depends on your cash flow needs and financial goals
Confused between SIP and Lumpsum? SIP offers steady growth with discipline, while Lumpsum gives instant exposure and higher risk-reward. The right choice depends on your goals, cash flow, and risk appetite.
Diversification is key to smart investing—it reduces risk, balances market ups and downs, and opens growth opportunities. By spreading investments across equities, bonds, real estate, and commodities, you build a resilient portfolio that supports long-term financial goals.
Contact Us
Reach Us
Location :
B1/11 2nd floor Mother Dairy Staff Qtrs Nehru Nagar Kurla East Mumbai Maharashtra
Email :
arthikwisdom@gmail.com
Phone :
+91 84548 02509