Darshan Atha - Certified Financial Planner (CFP) Advisor in Goregaon West, Mumbai

Darshan Atha - Certified Financial Planner (CFP) Distributors

Member since Aug 2, 2019

9930300904

teamarthasarathi@gmail.com

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About Me

A professional having 19+ years of experience working with financial giants like JP Morgan and Morgan Stanley. I have also worked with India's first e-commerce start-up Baazee.com (Now eBay.in) and service industry giant Capgemini. Professionally, I have been instrumental in designing and developing various e-commerce website. I have done project management and taken a lead of automating the processes for various financial applications dealing with bond trading and corporate announcements. I have conducted many investors awareness programmes in various parts of Maharashtra conducted by Sakal Money. My work is reciprocated many times in the News Papers I am also the investor for 15 years in direct equity and mutual fund. I follow strategy of buy right and sit tight. I also believe that one should review asset allocation strategy periodically and rebalance it as an when required to minimize risk and generate more alpha. Academically, I have done Certified Financial Planner, Chartered Wealth Manager, Masters of Commerce, IRDA and NISM certified.

About Work Experience

Our ArthaSarthi team is a team of versatile experienced professionals of around 12+ years in Finance, Capital Market and Indian Taxation. Our team consists of Certified Financial Planner, Chartered Wealth Manager, Chartered Accountant, and MBA in Finance. We educate and assist individuals for their financial well-being. Our motto is to spread financial literacy and help our Clients to organize their financial planning. So far it is a myth in India that only Crorepatis can afford Financial Planner. But we are trying to break this superstition and gives potential even to common man to make their dreams true. To enhance our reach, we also conduct Investment Awareness Programmes. At present we are catering to 200+ Families. Currently, we are assisting our clients on Financial Planning, which includes Risk solutions, Investment options, Retirement Planning, Asset Allocation strategies, Tax Consultation (Direct and Indirect) and Estate Planning. We are working as unbiased fixed fee only adviser model and do not get commission from any other sources. Initial discussion would be free and fees would disclosed in first meeting itself with no obligation on your side.

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