Aapki Virasat Hamari Amanat.

Aapki Virasat Hamari Amanat.

Asset Management

Information & Cyber Secuirity

Estate Planning

Insurance

Business Transition Planning

Family Office

About Us

Who We Are

We are finance professionals are often responsible for analyzing financial data, such as income statements, balance sheets, and cash flow statements, to assess the financial health and performance of an organization.

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What We Do

We help our customers with retirement planning, investment planning, wealth accumulation and preservation, insurance, as well as legacy planning.

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Why We Do It

It makes us joyous to see our clients reach their financial goals. Our clients become our friends, and we succeed only when they succeed.

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WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?

Just about everyone has an opinion and a different one on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At AARVIA Fintech, we strive to create a personalized financial roadmap that may guide you toward your desired destination. Seeking to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

What we do

Our Services

Leadership Team

Our Team

AARTI RATHI

Financial consultant, Investment planner

A certified financial products distributor and solutions professional, taking pride in helping many a people structure their financial affairs successfully.

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CA VISHAL RATHI

Chartered Accountant, MBA

Vishal has years of experience in risk based internal Audit of all critical industry process raising issues with sensible suggestions.

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AASHISH NAVANDAR

MBA Finance

With a business acumen family background, he has diverse experience in multiple business models including the Mutual Fund industries' franchise structure.

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Testimonials

happy clients

Partners

We’re Working with