AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

We at Arthik Icchaa Purti believe that they are no shortcuts to - Achieve "Success in Life" and Wealth Creation in Investment". Wealth creation requires only two things while Investing, that is "Discipline" and "Patience". During Investment process, protection of your principal is very important and it needs to be address with lots of knowledge and proper risk planning. Hence we follow a four step process of Financial Suitability Check namely – Risk Profiling, Goal Planning, Portfolio structuring and Portfolio tracking. We strongly recommend in Asset Allocation and provide various products like Mutual Funds, P2P, AIF, PMS, NPS, SGB, etc. in every client’s portfolio. It has lot many advantages like diversification, professional approach and steady growth. Mission Statement At Arthik Icchaa Purti we are driven by our Mission statement of “We want to help 1,000 families achieve financial wellbeing ensuring they accomplish all their financial life needs, goals and dreams. We want to help our clients to have a feeling of financial freedom with zero stress around money related issues. This is our little way of making a positive contribution to this world in our lifetime.” Remember – Money is Multiplied in Practical value depending on the number of W’s you control in your life : What you Do? When you Do it? Where you Do it? & With Whom you Do it? - Timothy Ferriss Once again thanking you for being associated with us and we hope you enjoy our partnership in our journey together for your Wealth Creation for many more years to come !!!!!

Scheme Annexure
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Mutual Fund

Mutual Funds are much cheaper compared to direct exposure to capital market since one does not need demat account.

INSURANCE

In Term Insurance policy,the lump sum amount / sum assured is paid to the nominee / legal heir of the insured.

FIXED DEPOSITE

A fixed deposit is a financial instrument provided by banks or NBFCs which provides investors a higher rate of interest than a regular savings account,

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