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 Identify Financial Goals Classify Short and Long Term Create Plans to Achieve Them! |

I’m Atharva Karnik, an AMFI Registered mutual fund distributor and licensed insurance agent in Mumbai. I help working professionals, families and NRIs organise their insurance and investments, and review them with you every year.

We Identify Financial Goals Classify Short & Long Term Create Plan to Achieve Them |

I’m Atharva Karnik, an AMFI Registered mutual fund distributor and licensed insurance agent in Mumbai. I help working professionals, families and NRIs organise their insurance and investments, and review them with you every year.

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List five influential individuals in your personal journal who you believe would be willing to generously support your family financially over the next ten years.

If you ever find it challenging to identify even one name, don’t hesitate to seek expert guidance in creating a solid financial plan to secure your family’s future.

Our Services

Financial Planning
Life Insurance
Health Insurance
Mutual Funds
Retirement Planning
Child Education Planning
General Insurance
Employer Employee Insurance
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Years of Experience
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Clients Served
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Awards Received
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Our Core Values

TRUST
FOCUS
INTEGRITY
EXCELLENCE
CONSISTENCY
EMPATHY
NAVIGATING YOUR INVESTMENT LANDSCAPE

Optimize your financial future

Introduction

Making smart investment decisions is a key element in securing your financial future. Although saving money is important, it tends to generate minimal returns in a bank account. Investing, however, provides the potential for accelerated growth. This article delves into the significance of investing, various investment options, evaluating risks, crafting a financial plan, and making well-informed investment choices.

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Why Choose Us?

Choose us for unmatched quality, exceptional service, and an experience that exceeds expectations.

01
Options That Fit You
I start with your goals, what you already hold and how much risk you can take, then explain suitable options.
02
Paperwork Done Online
KYC, applications and changes are completed digitally wherever the fund house or insurer allows.
03
A Yearly Review
We look at your holdings, cover, nominations and documents once a year.
04
For NRIs Too
I work with NRIs over WhatsApp and video, where the fund house or insurer accepts investors from your country.
05
Anywhere in India, Online
Based in Mumbai; most work can be done remotely.
06
Help with Claims
I help you file claims and follow up with the insurer. Claim decisions are made by the insurer under the policy terms.
Client Testimonial

About Customer Stories

Over the years, I’ve bought several insurance products and diversified my portfolio through various mutual funds under Atharva’s guidance. Throughout this journey, I have felt assured that my investments were aligned with my financial goals.

SMITAL VADHAVKAR
Architect

Atharva consistently offers suggestions backed by thorough research. He treats me not as a client but as family, and I trust his guidance, especially when it comes to my family’s well-being.

SNEHA PARANJPE
Assistant Manager at Disney India

Atharva crafted an investment strategy tailored to my needs, with well-defined milestones. The attention to detail in managing our financial matters is commendable.

ARVIND NAIK
Efficient Postal Operation Officer

Atharva has helped me with financial planning over the past five years. He is trustworthy and consistently delivers good service. Financial planning, usually a daunting task, became stress-free under his guidance. I recommend his services to friends and family.

MOHANLAL SIRVI
Pharmaceutical Proprietor

When I was comparing insurance options, Atharva patiently explained every detail and answered all my questions. Thanks to his guidance, I made a well-informed decision and chose the right product for myself and my family.

AKASH BANSODE
Business

I sought Atharva’s help to plan our family’s finances. The advice was tailored to our situation and future goals, and his professionalism gave us confidence to go ahead. I gladly recommend his services.

YASH MIRGAL
Sr. VFX Artist