Mr. Rohit Bornarkar is Founder and Chief Financial Planner of ArthaPurna Solutions®. A SEBI RIA License holder, qualified as CFP and QPFP, CA Inter has went through an Executive course at renowned institute of IIM, Ahmedabad. With more than 14 years of experience in Equity Market he has got a good command over subjects like Derivatives. A Board of Studies member and visiting faculty at MIT WPU University. A founder member of India level Association of RIAs (ARIA). More
CFP, QPFP, Chartered Accountancy PE-II
English, Hindi, Marathi
Registered Investment Advisor (RIA)
Chartered Financial Planner,SEBI Registered Investment, Investment Adviser (Level 1) - NISM-Series-X-A,NISM Series-X-B: Investment Adviser (Level 2).
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.
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