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ABOUT US

DO YOU HAVE LONG TERM GOALS LIKE BUYING A DREAM HOUSE, SAVING UP FOR RETIREMENT FUND OR FINANCING YOUR CHILD’S HIGHER EDUCATION OR SAVING UP FOR YOUR CHILDREN MARRIAGE?

Pilibhit, India, Uttar Pradesh

REVOLUTIONIZE
THE JOURNEY OF
WEALTH CREATION

FOR SAY,
TOMMOROW MORNING YOU GET A MESSAGE THAT YOUR ACCOUNT HAS BEEN CREDITED WITH THE AMOUNT OF Rs 2 Crores, WHAT WOULD YOU DO?

REVOLUTIONIZE
THE JOURNEY OF
WEALTH CREATION

FOR SAY,
TOMMOROW MORNING ANY HOW YOU LOST YOUR JOB INCOME / BUSINESS INCOME, OR BY ANY MEANS THE INCOME STOPS, OR ANY UNFORTUNATE EVENT HAPPENED THEN WHAT WOULD HAPPEN?

REVOLUTIONIZE
THE JOURNEY OF
WEALTH CREATION

FOR SAY,
TOMMOROW MORNING YOU GET A MESSAGE THAT YOUR ACCOUNT HAS BEEN CREDITED WITH THE AMOUNT OF Rs 2 Crores, WHAT WOULD YOU DO?

SO IS YOUR WEALTH READY TO MEET UNEXPECTED FINANCIAL EMERGENCIES OR EXPENSES?
ARE YOU SUCCESSFUL ENOUGH IN SECURING THE FINANCIAL FUTURE OF YOUR FAMILY?
HAVE YOU CREATED SIGNIFICANT ASSETS AND INCOME OPPORTUNITIES TO ENSURE FINANCIAL STABILITY OF YOUR FAMILY?


IF NOT?

WHAT DO YOU HAVE ON YOUR VISION BOARD NOW ?

DO YOU HAVE LONG TERM GOALS LIKE BUYING A DREAM HOUSE?




SAVING UP FOR RETIREMENT FUND?




FINANCING YOUR CHILD’S HIGHER EDUCATION?



SAVING UP FOR YOUR CHILDREN MARRIAGE?




DO YOU HAVE SHORT TERM OR MEDIUM TERM GOALS LIKE BUYING A CAR?


NO MATTER WHAT YOU DESIRE WHETHER AN INDIVIDUAL IS WEALTHY OR NOT DEPENDS ON THE BENCHMARK WE SET FOR OURSELVES BASED ON OUR DREAMS.


SO YOU MAY CALL YOURSELF WEALTHY IF YOU HAVE ENOUGH TO FULFILL ALL YOUR FINANCIAL GOALS WITHOUT ANY LIABLITIES !


THE IMPORTANCE OF WEALTH CREATION CAN BE SUMMED BY A STATEMENT MADE BY A LEGENDARY INVESTOR WARRANT BUFFET “IF YOU DON’T FIND A WAY TO MAKE MONEY WHILE YOU SLEEP, YOU WILL HAVE TO WORK TILL YOU DIE “.



OBJECTIVE


THE KEY OBJECTIVE OF WEALTH CREATION IS THE ABILITY TO GENERATE WEALTH PASSIVELY BY INVESTING MONEY THAT YOU HAVE EARNED BEFORE. THIS WAY SAVING GROWS OVER TIME AND ADD WEALTH TO YOU !



VISION OF AROGYA DHANA SAMPADA


Famous Investor ROBERT G ALLEN once summarizes a statement very well: “How many millionaires (crorepati) do you know who have become wealthy by investing in (BANKS FD) saving account? “I rest my case”..Many of us have understood this and most of us don’t. So! “I REST MY CASE”.

SO THIS PLATFORM IS TO CONSTRUCTS YOUR PERSONALIZED FINANCIAL LONG TERM AND SHORT TERM PLANS THAT AIMS TO ACHIEVE ALL YOUR FINANCIAL GOALS

  • THESE FINANCIAL PLAN INCLUDES NOT ONLY INVESTMENTS BUT ALSO SAVING, BUDGETING, INSURANCE AND TAX STRATEGIES.

  • “SAVE, INVEST AND BUILD WEALTH” A FORMULA WHICH HELPS IN BUILDING FINANCIAL PORTFOLIO AND MANAGES YOUR FINANCES SO THAT AN INDIVIDUAL CAN MEET THEIR FAMILY GOALS…

  • SIMPLIFYING LONG TERM GOALS AND KEEPING FIANANCIAL DREAMS HEALTHY FOR NEW AGE INVESTMENTS


OUR MISSION

PROVIDING END-TO-END SUPPORT TO INVESTORS

TO BUILD LASTING RELATIONSHIPS WITH OUR CLIENTS BY PROVIDING THEM WEALTH MANAGEMENT SOLUTIONS THAT SUITS THEIR CHANGING NEEDS




AROGYA DHANA SAMPADA BUILD WITH 3 CORE
VALUES


INTEGRITY | INITIATIVE | INVOLVEMENT


INTEGRITY

☉ WE CLOSE THE FAIR DEAL AS THE BASIS OF OUR BUSINESS TO SAFEGUARD CUSTOMER INTEREST
☉ WE PROVIDE POCKET FRIENDLY AND QUALITY HOLISTIC FINANCIAL PLANNING

INITIATIVE

☉ ALWAYS MAKING CLIENTS INFLATION FRIENDLY

INVOLVEMENT

☉ WHICHEVER LIFE STAGE YOU ARE - WE ARE THERE
☉ WE PRESERVE YOUR WEALTH BY CARING MORE - DOING MORE - KNOWING MORE
☉ WE DEVELOP CUSTOMIZED/TAX - EFFICIENT/FLEXIBLE FINANCIAL STRATEGIES THAT ADDRESS YOUR SHORT   TERM AND LONG TERM NEEDS

STRATEGIES :

  • WE ENSURES A DIVERSIFIED PORTFOLIO AS IT IS EQUALLY IMPORATNT TO NOT TO PUT ALL EGGS IN SAME BASKET.
  • WE ENSURE CORRELATION OF PERSONAL RISK PARAMETER.
  • WE REVIEW THE PORTFOLIO FROM TIME TO TIME AND REBALANCE IT REGULARY.


CONCLUSION:

ADOPTING ALL STRATEGIES WE ENSURE A HEALTHY FINANCIAL PLANNING AND ENSURES YOUR MONEY MULTIPLIES AND INCREASE OVER TIME.