ArthaVidhi Investment Advisors LLP is a SEBI-registered investment advisory firm dedicated to offering transparent and effective investment strategies that are tailored to meet your financial objectives. Our team of experienced advisors is committed to providing personalized solutions, ensuring that every investment decision aligns with your long-term goals.
At ArthaVidhi, we uphold stringent professional standards for our advisors. Each team member must meet the following criteria: they must be professionally qualified or hold a postgraduate degree in finance, commerce, economics, or insurance; they must have at least five years of experience in financial planning; and they must have cleared the NISM Investment Advisors XA and XB certifications. These requirements reflect our commitment to delivering financial advice based on knowledge, expertise, trust, and transparency, ensuring the highest level of service for our clients.
Qualifications: Fellow of Insurance Institute of India (Professional Qualification), Master of Commerce (M. Com)
Certifications: Certified Financial Planner (Financial Planning Standards Board, India), NISM XA and NISM XB – Skill based examinations mandated by SEBI.
Experience: Prior to taking an entrepreneurial plunge in 2017, Krishnan worked in life insurance and reinsurance companies in various capacities. His core area of expertise included Underwriting, Product Development, Claims Management, Process Automations, Audits and Compliance. Since 2013, he also started practicing, as a freelancer, financial planning for various families.
Noteworthy Accomplishment: Co-Authored various academic books for specialized diploma courses offered by Insurance Institute of India.
Mr. Rajiv Guha is a distinguished financial professional, holding an MBA in Finance from the esteemed SBM, Narsee Monjee Institute of Management Studies (NMIMS) in Mumbai, along with a Master of Commerce (M.Com) from a prestigious university, where he graduated with First Class Distinction. As a Certified Financial Planner (FPSB, India), he leverages over 20 years of extensive experience in Financial Planning and Wealth Management to deliver tailored financial solutions for his clients.
Rajiv's career began in a pivotal role within the finance team of a globally recognized FMCG multinational corporation, where he developed a robust financial acumen. He then transitioned to his family business, significantly enhancing the DSA Sales & Marketing of various financial products by leveraging his deep industry and product insights.
As a designated Partner, Mr. Guha is responsible for formulating strategic initiatives and ensuring the successful implementation of comprehensive financial plans. His expertise spans Mutual Funds, Insurance, Equities, Bonds, and Mortgages, empowering clients to achieve their financial aspirations through informed decision-making and personalized strategies.