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OUR PARTNERS

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THE 5P CONCEPT

Passion

A passionate outfit with an endeavour to add value to the offerings

Privacy

Safegaurding your confidentiality through our secure data system. We make certain that your name is not disclosed to any of our clients.

Philosophy

Our philosophy is clear – to simplify the finances of people by making year wise cash flow. We believe that financial planning is not just about money but your life too.

Peace

Our larger goal is not only managing money but ensuring complete peace of mind.

Process

Behind our uncomplicated process lies a structured method. We create a tailor-made plan based on your goals.

OUR OFFERINGS

SIP Planning

Systematic Investment Plan (SIP) is a disciplined way of investing,

Mutual Funds

You can define how much you wish to save and by when and we will make a plan for.

Bonds & Corporate FD's

No UpFront cost / Fees to Clients. We earn Small Fee From the Mutual fund companies

NRI

No UpFront cost / Fees to Clients. We earn Small Fee From the Mutual fund companies

Private Wealth Management

Private Wealth Management is an advisory practice that incorporates Financial Planning,

Portfolio Management Services ( PMS)

You have money lying idle in the bank account? You may invest and earn more.

Loans : Retail & Corporate

We have a whole different website dedicated to this purpose. Visit www.indianloanbazaar.com.

Real Estate Services

A family’s wealth usually has a significant portion allocated to real estate assets making it an integral component

Family Office

Family Office is a private wealth management advisory service offered to ultra-high net worth investors to centralize focus

Taxation & Administrative Services

Arhaum Enterprises(Indian Wealth Management) understands the customers and their priorities very well

Fund Raising for Start-ups

The process of fund raising is all about start up ventures looking for capital from investors,

Insurance Services

Insurance is a policy representing a contract in which an individual or entity receives financial protection

Life Stage Financial Planning

Have you recently experienced a life-changing event – marriage, job change, arrival of a child or a new home?

Online Investments

We at Arhaum Enterprises(Indian Wealth Management) understand all the needs of our clients and believe in taking care of their priorities.

SME And Corporates

Arhaum Enterprises(Indian Wealth Management) provides a series of services that are tailored to the needs of SMEs,

What Our Client Say About Us!

Arhaum Enterprises is professional to the core. Deep technical research, superior client service and high ethical standards underpin their success.

-Dilip Singh

Passion, knowledge and a genuine interest in achieving the best for me is what makes a truly professional Financial Adviser. Arhaum Enterprises had this and more. Their dedication to clients, business excellence and education sets them apart and I would highly recommend them to anyone wanting to achieve better financial outcomes

-Pooja Dave.

“Never ever, ever, since we have been with Arhaum Enterprises, have I ever gone to bed worrying about money. You take care of our affairs fully – thank you!”

-Arjun Shah

"Thank you for looking after my mom's financial matters. She feels safe and comfortable dealing with you and that is very important. The attention and great service is not taken for granted and I DO APPRECIATE the extra work. Take care and thank you."

-Paresh Desai

"I recommend Arhaum Enterprises to my family and friends. They were excellent at communication through the whole procedure. Their service was professional and very helpful in every way."

- Rajan Dalal

"With Arhaum Enterprises guidance we are nothing but confident for the future. We felt like we were getting educated not just pushed in a direction. We also put in place a special education investment plan for our daughter which really makes us feel better."

-Taruna Patel

"Our retirement is looking great and the team were always available to answer any questions. Looking forward to continuing to grow our wealth."

-Shivam Raval

"Arhaum Enterprises always explained it in our language and we always get a prompt reply to questions and they give us the confidence that we need. Superb service."

-Anandbhai Patel