It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning..
Read MoreInsurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective risk management program..
Read MoreBasically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.Management is the art..
Read MorePlanning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Our consultants make it is our priority..
Read MoreWith the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to Manage the expenses. During such times..
Read MoreCreate a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and vision across future generations. Our experienced Estate and Trust professionals provide advice on tax-efficient..
Read MoreAt ARJUNA WEALTH we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Myself, Mr. Sanjay Ojha, is an MBA(Investments) and founder of the company. I worked in BFSI (Banking & Financial Services Industry) for more than 15 years.I had earlier worked with Tata Mutual Fund, L&T Mutual Fund and Aditya Biral Sun Life Insurance as a Wealth Planner. Currently we are handling more than 700 customers in and outside India.
Me and my family trusts Sanjay Ojha like anything. We always value his advice. His skill of managing money is effortless. With him at the driver's seat, we know that we will achieve all our financial goals in time. Thanks Sanjay.
I have never had an experience in the past regarding financial planning. Arjuna Wealth made me aware of all the options of investments and helped me take informed decisions. Their knowledge and a genuine interest in achieving the best for their clients is what makes them a truly professional Financial Advisor.
Sanjay has been handling my family’s MF related investments for last couple of years. He has a good knowledge of MF industry and suggest investment plans keeping in mind the requirement of the client. He is very efficient and any grievance or clarification gets resolved very promptly. My experience with him has been very good and my best wishes for him future endeavors.
I know sanjay from a long time. I found him always by my side whenever I need him. He is helpful and understands his clients' need very well. His understanding and experience in finance industry helped us a lot.
I got immense help from Sanjay Ojha. He is so committed and passionate in his profession. He took full responsibility and managed my finance with utmost transparency and integrity. I wish him and his company all the best.
When it comes to financial advisors there are loads of options that talk a good game, but Arjuna Wealth helped me to make a balanced investment. They have been engaging with the customers, directing and supporting their financial requirements and bringing our financial investment great results.
Financial stress is one of the most common types of stress in people’s lives and it can be damaging to our overall wellbeing. On the fundamental of trust, Arjuna Wealth is supporting me to determine my long & short-term financial goals and create balanced plan to meet those goals and to live my present life to the fullest!
