CFP RIA Rohit Bornarkar

Mr. Rohit Bornarkar is Founder and Chief Financial Planner of ArthaPurna Solutions®. A SEBI RIA More

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Qualification

CFP, QPFP, Chartered Accountancy PE-II

Language Spoken

English, Hindi, Marathi

Profession

Registered Investment Advisor (RIA)

Certificates

Chartered Financial Planner,SEBI Registered Investment, Investment Adviser (Level 1) - NISM-Series-X-A,NISM Series-X-B: Investment Adviser (Level 2).

Services Offered

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ArthaPurna Solutions

A full fledged Comprehensive Financial Planning and Lifestyle Planning firm. Services include (Planning as well as actual Implementation/Execution)- -Budgeting -Emergency Planning -Insurance Planning-Covering almost all insurance services-Life Insurance to House Insurance -Goal Based Planning (Education Planning, Need Based Planning e.g House, Car, Big Ticket Expense, Vacation Planning, need not mention-Retirement Planning!) -Estate Planning/Succession Planning- Will, Power of Attorney, Trust creation -Other Value Added Services[With only intention of providing ONE STOP SHOP solutions for peace of mind of Clients and that too with proper research and study- e.g Tax Planning and returns filing, CIBIL Credit Score Evaluation and Improvement, Debt Restructuring/Planning, Preventive Health Checkup Facilitation] While providing above services, the PPT (People-Process-Technology) support from Ffreedom Financial Planners is being used as a platform.

Email

connect@arthapurnasolutions.com