Evolution of financial artists

Apart from our growth in numbers, 550 cr in a decade, we truly believe, our growth lies in our listening, understanding you. And above all, how we have evolved as people and as professionals because we are not just planning your portfolio, we are guiding you as an Investment Behavioral Coach

2016

INVESTMENT BEHAVIORAL COACH

We realize managing emotions is more important than managing money as we take lot of financial decisions on impulse. We mentor you, educate you and share our expertise so that you don't take impulsive decisions with your hard earned money.
2014

TRAINING AND EDUCATION

Financial Artists completes its 200th Amfi training batch. 4000 mutual fund advisors were tutored in 9 years. Approx 2000 entrepreneurs started their advisory business in Mumbai, Pune, Nashik, Sangli, Ahmednagar, Kolhapur, Surat, Valsad and Goa
2012

FINANCIAL PLANNER

We understand that everything is connected and we need to plan the entire portfolio so that we can preserve wealth for bad times and create wealth in good times
2009

WEALTH ALLOCATOR

After the Lehman fiasco, we decided to be dedicated to Asset Allocation and Re balancing the portfolio from time to time
2008

BROKER NETWORK AGENCY MANAGER

Started a Broker Network Agency
2006

PRODUCT SELLER , EDUCATION AND TRAINING

Started as product sellers of mutual funds
e-wealth-reg
e-wealth-reg