Welcome to AarthShastra, where financial expertise meets a passion for simplifying wealth creation. Founded and managed by seasoned professionals, Amit Modi and Yashik Garg, AarthShastra brings over 27 years of combined experience in the financial industry to empower investors on their journey towards financial success.
Amit Modi, a Certified Financial Planner (CFP) and a veteran banker with more than 22 years of experience, leads the charge at AarthShastra. With a deep understanding of financial markets and a commitment to making wealth creation accessible, Amit aims to simplify the investment process for investors of all backgrounds. His vision is to enable the growing middle class to actively participate in India's remarkable growth story by providing them with the tools and knowledge they need to build and preserve wealth.
Complementing Amit's wealth of experience is Yashik Garg, a dynamic young professional who holds an MBA from Symbiosis, Pune, and has cleared the Chartered Financial Analyst (CFA) Level 2 exam. Currently preparing for Level 3, Yashik brings a fresh perspective and a keen analytical mind to the table. With a focus on staying abreast of the latest market trends and investment strategies, Yashik is dedicated to helping clients navigate the complexities of the financial landscape and make informed decisions that align with their goals.
At AarthShastra , we understand that each investor is unique, with distinct financial goals, risk tolerance, and aspirations. That's why we take a personalized approach to wealth management, tailoring our services to meet the individual needs and preferences of our clients. Whether you're a seasoned investor looking to optimize your portfolio or a first-time investor seeking guidance on where to begin, we're here to help you every step of the way.
Our commitment to excellence, integrity, and client satisfaction sets us apart in the financial advisory industry. With AarthShastra, you can trust that your financial well-being is in capable hands. Join us on the journey towards financial success and let us help you craft a brighter future.
Welcome to AarthShastra – where your financial goals become our mission.