Business Description
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 our investment management company.
At AarthShastra, we offer a comprehensive range of services including Portfolio Management Services (PMS & AIF), mutual funds advisory, demat and trading accounts, and the best platform to buy digital gold. Our expertise extends to fixed income investments, fixed deposits, bonds investment, and investing in unlisted companies and unlisted equity. We also provide real estate investment advisory services, enabling clients to make informed decisions in the real estate market.
For those looking to invest in US stocks from India or seeking NRI investment services, AarthShastra is your trusted partner.
