ARTHVIDHI

You can schedule a consultation by calling our office, filling out the contact form on this page, or using the "Request Call Back" feature on our homepage. We offer both in-person and virtual consultation options.

For your first meeting, please bring any existing investment statements, insurance policies, tax returns from the past two years, details of any debts or liabilities, and information about your income and expenses. This will help us get a complete picture of your financial situation.

Our fee structure varies depending on the services required. We offer both fixed-fee planning packages and asset-based fees for ongoing portfolio management. All fees are disclosed upfront with complete transparency before you engage our services.

Yes, we serve clients across India through virtual meetings and consultations. While our physical office is in Mumbai, we regularly work with clients in other cities using video conferencing, phone, and email communication.

We typically review financial plans quarterly, with more frequent check-ins as needed during market volatility or major life changes. All clients receive at least one comprehensive review annually, with interim updates as their situation evolves.