Wealth Management And Financial Services
We provide Wealth Management and Financial Services in Mumbai. Our services include equity advisory, financial planning, mutual fund advisory, Insurance, will writing and estate planning. We have an expert wealth management consultant with dedication, focused research, proficient risk management and honest client engagement. We lay high focus on process to achieve client desired outcome on a sustainable basis. Your search for a trustworthy competent personal wealth manager will come to stop at Intrinsic Compounding. Our promise to you is to keep expanding our knowledge and to keep improving our process to compound your wealth through our wealth management services.
Equity Advisory Services
In the dynamic world of finance, equities have emerged as a compelling avenue for wealth creation. At Atharva Associates, we offer specialized Equity Advisory Services that are designed to help you navigate the complexities of equity investment and make informed decisions.
Financial Planning Services
Just as physical health is the foundation of a fulfilling life, financial health plays a paramount role in an individual’s well-being. It’s not merely about wealth; it’s about the independence and security that comes with it. At Atharva Associates, our primary aim is to guide individuals towards financial independence, empowering them with the means to lead a life of self-respect, security, and peaceful nights.
Mutual Fund Advisory Services
Mutual Funds have revolutionized the landscape of investment, offering individuals a convenient avenue to explore equities, bonds, money market instruments, government securities, gold, and an array of financial assets. Atharva Associates proudly offers independent Mutual Fund advisory services on a fixed fee basis, distinguished by our unwavering commitment to our clients’ best interests. We do not have any commercial affiliations with specific fund houses, ensuring that our guidance is always impartial and based on sound financial principles.
Insurance Advisory Services
Navigating Life’s Uncertainties with Atharva Associates – Your Insurance Advisory Partner.
Life is a journey with its fair share of unforeseen twists and turns. While we can’t predict the future, we can certainly prepare for it. This is where insurance comes into play, transcending being just a policy. It’s a pact of support and security, a guarantee that your loved ones will have the financial assistance they need during critical times, no matter what life throws your way.
Will Writing Services
At Atharva Associates, we recognize the importance of safeguarding your wishes and ensuring that your legacy is managed with care and precision. A will is not just a legal document; it’s a testament to your love and consideration for your loved ones. We understand that, despite its significance, drafting a will can often be postponed, leaving your family facing uncertainties after you’re gone. That’s where we come in, offering professional Will Writing Services that bring you peace of mind and make the process as straightforward as possible.
Estate Planning Services
Your life is an amalgamation of experiences, achievements, and the care you’ve given to your family. Preserving your legacy is not just a matter of documents; it’s a profound commitment to ensuring that your wishes are honored and your family’s well-being is secured. At Atharva Associates, we understand the significance of estate planning, and we are here to guide you through this intricate process with a range of comprehensive services.
Testimonials
Atharva Associates of Ameya Kane is a one stop solution for all kind of investments. Ameya is very systematic and disciplined person. His knowledge about investments is incredible. We are immensely satisfied with his services. We wish huge success to the team of Atharv associates.
Vidyesh Maharao & Anagha Maharao
I am a retired Pediatrician .Mr Kane’s name was suggested by my daughter . whole Atherva team is very sincere. Mr Kane ‘s well-researched recommendation have helped me in building a good Portfolio.
Dr. Vaishali Deexit
I am delighted to share my experience working with Mr. Ameya Kane (Atharva Asso.), since 2016. Mr. Ameya has been a great help in managing a portion of my investments. From the moment I first engaged with Mr. Ameya, I was impressed by their passion and dedication to helping clients. Their approach to managing my investments has not only been professional but also tailored to my specific needs. What sets Mr. Ameya apart is their commitment to client satisfaction. They are highly responsive and always available to answer my questions and provide guidance when needed. Their level of professionalism and knowledge instills confidence, making them a trusted advisor I can rely on. I recommend Mr. Ameya to anyone, particularly new joiners or those with limited finncil planning needs. With them, I have found a financial partner I can trust to guide me toward a brighter financial future.
Mr. Arvind Darekar
अर्थव असोसियट व श्री अमेय काणे यांचे मार्फत मी १० / २०१८ मध्ये Mutual Fund & F D मध्ये गुंतवणुक केली आहे. मी केलेल्या गुंतवणूकी बाबत वेळोवेळी मार्गदर्शन केलेले आहे. त्यामुळे मला बराच आर्थिक फायदा झालेला आहे. ते आता स्वताची वेब साईट करत असून त्यामुळे गुंतवणूक करणाऱ्यांना त्याचा फायदा होणार आहे. तरी सदर उपक्रमास शुभेच्छा.👍👍💐💐
Rajendra Mahajan
Atharva Associates have been pivotal in financial planning of our family. Their advice and service for all our financial needs has been exceptional. They have always provided way more than that is expected.
Mangesh Joshi
My association with Ameya Kane is even before he ventured into his own business. It is now more than 15 yrs or so that I know him and his family. He is like a family member now. The main reason to associate with Ameya was his honesty,integrity,hard work, calmness and above all his approach and attitude towards his clients and ensuring them to earn profits. His professional attitude, high intellectual knowledge and helpful nature surely makes him a Darling personality. Though he doesn’t need any Good Wishes as his Karma is good so he will always get Good, still I wish him from bottom of my heart. All The Best Ameya. May you always prosper and may that prosperity percolate to your clients due to good deeds.
Milind Joshi
सरकारी कार्यालयातून मुख्य लिपिक या पदावरून स्वेच्छा निवृत्ती. अथर्व असोसिएट्स चे श्री अमेय काणे यांनी गुंतवणुकीचे गुंतवणुकीचे विविध पर्याय सुचविले गुंतवणूकदाराचे वय आरोग्य कौटुंबिक पार्श्वभूमी इत्यादी बाबींचा विचार करून करून योग्य पर्याय समोर ठेवले गुंतवणूकदाराच्या वयस्कर वारसाला सुद्धा ते जमेल तेवढी मदत करतील याची खात्री वाटते. दसऱ्याच्या या शुभ दिनी इतरांना चांगल्या मार्गाने लक्ष्मी प्राप्त करून देणारे श्री अमेय यांच्यावर देखील लक्ष्मीचा वरदहस्त राहो अशी सदिच्छा व्यक्त करते.
वीणा श्रीकांत फाटक
It is always a very nice experience investing with Amey. Timely suggestions regarding investments and prompt service. Best wishes 💐👍
Sanjay R Nahate
Trusted firm, taking care of investor’s money
Harshawardhan Jadhav
Blogs
In the ever-evolving world of finance, mutual fund investing stands out as an accessible and effective strategy for wealth accumulation. It’s a journey filled with possibilities, where the right choices can lead to financial success. In this comprehensive guide, we’ll explore the nuances of mutual fund…
When it comes to smart financial planning, combining tax savings with wealth creation is a win-win. One such powerful tool in the Indian investment landscape is the Equity Linked Savings Scheme, or ELSS. In this blog, we’ll unravel the essence of ELSS and why it deserves a prominent place in your investment portfolio…
Investing in Mutual Funds can be an excellent way to enhance your wealth over time. When you pool your money with other investors, you can bifurcate your investment risk and open up a diversified portfolio of stocks, bonds, and other assets. However, like any investment, mutual funds come with their own set of risks and rewards…
associated Companies for selling their financial products
For Mutual Funds / Bonds / Structured Products.
We are associated with 4 National Distributors
