Our Services / Solutions Offered

At अर्थिक इच्छा पूर्ती (Arthik Icchaa Purti), we take pride in being your Qualified Personal Financial Professionals — helping you make informed choices that turn aspirations into achievements.

As AMFI-Registered Mutual Fund Distributors, our endeavour is to guide you in building a disciplined and diversified investment path aligned with your life goals.

Mutual Fund Distribution

We assist you in creating goal-based portfolios through Systematic Investment Plans (SIPs)

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Systematic Investment Planning

Building disciplined wealth through regular and affordable monthly investments.

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Goal-Based Financial Planning

Structuring investments around specific life goals such as children’s education, home purchase, or retirement planning.

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Tax-Efficient Investment Solutions

Guiding you to optimize your tax savings through eligible investment products like ELSS and NPS.

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Retirement & Pension Planning

Creating a steady and secure post-retirement income stream through diversified investment options.

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Health & Term Insurance Solutions

Safeguarding your family’s financial well-being with adequate protection plans.

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Gold & Sovereign Gold Bond Investments

Offering a smarter and safer way to invest in gold for long-term wealth preservation.

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Systematic Investment Planning

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Goal-Based Financial Planning

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