Arthavardhini Financial Services dedicates themselves to providing world-class client service.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, guide them on how to get there, and continually remind them of the importance of maintaining a disciplined approach towards pursuing their dreams.
We do believe “Our professions do not define us, but our words do”.
Hence our tag line is “Beeline To Prosperity”.
Our client service team is headed by Bhushan Wani. His expertise and extensive knowledge is a mainstay of the client experience at Arthavardhini Financial Services. He provides valuable support to the team and handles various client requests and service needs. He has always been up-to-date with the market related developments, his understanding of market trends vis-a-vis client’s needs is very good and he is very prompt with the service. He has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. He believes placing clients’ interest first and thinking long term, are key elements that have driven his career and will continue to do so in the future.
He is an AMFI Certified Advisor, and Managing Partner who has a rich experience of over 20 years. He is an expert and focuses on helping individuals, through consistent efforts and a reputation for integrity and professionalism. He has achieved numerous qualifications Certified Financial Planner (CFP),GNIIT Diploma, NISM Mutual fund distributor, NISM Investment Advisor Level1, NISM series V-C Mutual fund distributor’s level2 certification.
Tushar, is a Certified Financial Planner (CFP) & mechanical engineer he has over 18 years’ of experience in the Sheet metal tool designing. He is always passionate about finance. He is a certified insurance and mutual fund distributor, he brings with him his personal experience in the mutual fund investment area for over 5 years and is able to leverage his experience. He believes that he can help carry out his mission and leave you with even more peace of mind that your finances are in good hands! He always believes that the customers are the heroes of the story.
Yogesh is a Certified Financial Planner (CFP) &Master in Computer Management. He has over 15 Years’ experience in IT (Project Manager). He is a certified mutual fund distributor and brings in a 4 years of prospective in financial planning for individuals.
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