Dear Investor,
Namaskar 🙏
When I began my journey in the world of finance, one thought guided me — “Everyone deserves to live a financially confident life.”
After spending 18 years overseas in corporate management roles and witnessing how global professionals plan their financial futures, I returned to India with a mission — to help Indian families experience the same clarity, discipline, and peace of mind.
That mission gave birth to अर्थिक इच्छा पूर्ती (Arthik Icchaa Purti) — a name that signifies the Fulfilment of your Financial Dreams.
Over the past decade, we’ve been privileged to guide more than 500 families through various stages of their financial journey — from their first SIP to their retirement income planning. Each success story reminds me that wealth management is not about chasing returns; it’s about nurturing relationships, trust, and lifelong growth.
At Arthik Icchaa Purti, we believe that sound investing is built on three timeless principles — Capital Preservation, Regular Income Generation, and Tax-efficient Capital Appreciation.
Our philosophy is simple —
Protect what you have, grow it steadily, and let it serve your life goals.
We aspire to help you grow your dreams — not through complex jargon, but through personalized financial guidance, ethical practices, and continuous engagement.
To me, every client relationship is not just an account — it’s a lifelong responsibility.
And it gives me immense pride when families refer to us as their आयुष्यभराचा आर्थिक सोबती (a lifelong financial companion).
Warm regards,
Sagar S. Kulkarni
MBA (University of Strathclyde, UK) | B.E. (Chemical Engineering, Mumbai University)
Qualified Personal Financial Professional (Network FP)
Certified – Award in International Wealth Management (Moody’s, USA)
Registered with AMFI as Mutual Fund Distributor
ARN-115547 – Sagar Satish Kulkarni
ARN-183430 – Sarika Sagar Kulkarni