ARCHANA SHANKAR
CERTIFIED FIANANCIAL PLANNER
MDRT COT (USA), CFP
RAVI SHANKAR GUPTA
Ravi Shankar is a motivational speakers wirh 34 years of experiance in bank n GOV services as IAS officer.
RUDRA SHANKAR
Rudra Shankar is budding interprenure in fiance field. He started his career with marketing our business .
ABOUT US
ARCHANA and RAVI founded LIFE SIGNIFY (before known as ARCHANA ADVISORIES) way back in OCT 2019. Our company is now responsibly managing100 families’ investment portfolio and reviewing their financial plan at regular intervals. Our clients include senior professionals, executives and businessman. ARCHANA is an experienced and qualified financial planner. He is also an AMFI certified Mutual Fund Advisor and IRDA certified insurance counselor. ARCHANA is ably assisted by a team of experts consists of a Chartered Accountant, Lawyer, Equity Analyst and a senior Certified Financial Planner. Combined experience of the team is more than 4 years. Besides this we have a back office team which takes care of all operation related activities. We strongly believe that we will be judged by our works only and the values that we added in our clients’ life. Our clients are our most valued ambassadors and also partners in growth. Please find below few of our clients’ testimonials which means the world for us:
OUR SERVICES
FINANCIAL PLANNING
Financial Planning is often rightly termed as blueprint or roadmap of your financial journey. This roadmap is essentially lifelong. At Arachana Advisories FinPlan we understand and acknowledge this. Wholelife Financial Planning includes the following: Family Budgeting Networth Analysis Financial Goal Planning Debt Management Risk Management Legacy Planning Tax Help Book Keeping Portfolio Building & Management Review & Monitoring
WEALTH MANAGMENT
Portfolio Design, Management and Asset Allocation When you set out in the journey of creating wealth, managing portfolio of different investment products takes the centre stage. During creation of the portfolio three things that we consider with topmost priority are – • Your risk appetite • Horizon of investments • Knowledge/comfort level that you have with different products like how they work. Except time horizon the other two things are interlinked and can be improved over the time.
Achievements
