(Arth Kundli—Your Simple, Detailed & Actionable Goal-Based Financial Planning Guide.
(Specially designed for every Indian family)
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The Problem: Why Most Indians Struggle with Money
The Problem: Why Most Indians Struggle with Money
In India, people buy insurance, mutual funds, or investments randomly—on advice from relatives, banks, or social media. But here's the harsh truth:
Policies are bought without knowing the real life insurance gap.
Investments are made without matching them to education, marriage, or retirement goals.
Families remain financially unprepared for emergencies or health risks.
Most breadwinners leave behind unorganized records that cause stress for loved ones.
The result? Even after years of paying premiums and SIPs, most families face shortfalls in achieving their true life goals.
The Solution: Arth Kundli
The Solution: Arth Kundli
Arth Kundli is India's most practical, goal-based financial planning guide—created to simplify financial literacy and empower every Indian family.
In just 30 minutes, it creates a comprehensive financial roadmap with a professional PDF report that covers:
360° View of Your Finances
360° View of Your Finances
Get a complete picture of your income, expenses, assets, liabilities, insurance, and investments in one place.
Clarity on Financial Goals
Clarity on Financial Goals
Know where you stand today and what needs to be done to achieve your life goals (child education, marriage, retirement, wealth creation, etc.).
Identify Gaps & Risks
Identify Gaps & Risks
Spot shortfalls in life cover, health cover, and investments before they become problems.
Personalized Roadmap
Personalized Roadmap
Receive a detailed, customized financial plan tailored to your needs and risk profile.
Peace of Mind
Peace of Mind
Be confident that your family’s future and your goals are well planned.
Professional Report in PDF
Professional Report in PDF
Easy-to-read, actionable report you can refer back to anytime.
Choose What Fits You
Choose What Fits You
Basic Version
Basic Version
For a simple, quick overview of your finances.
Advanced Version
Advanced Version
For in-depth analysis and a comprehensive plan covering every aspect of financial well-being.
Topics Covered
Topics Covered
Income Protection
Income Protection
Debt Protection
Debt Protection
Health Insurance Gap
Health Insurance Gap
Emergency fund gap
Emergency fund gap
Child Education Goal Planning
Child Education Goal Planning
Child Marriage Goal Planning
Child Marriage Goal Planning
Mid-Term & Long-Term Goals
Mid-Term & Long-Term Goals
Risk Profile Analysis
Risk Profile Analysis
Retirement Planning
Retirement Planning
Retirement Planning
Retirement Planning
Net Worth Snapshot
Financial Goals Summary
Next Steps for Action
Clear and Defined
Arth Kundli Report Demo Video
Arth Kundli Report Demo Video
Join the Movement – Paiso Ki Pathshala
Join the Movement – Paiso Ki Pathshala
We believe financial literacy is the right of every Indian. That's why we are running FREE Awareness Programs under the banner of Paiso Ki Pathshala.
👉 Attend a free session or book a 1:1 consultation to understand how to secure your family's financial future.
And here's the best part: Every participant gets their Arth Kundli Report absolutely FREE! 🎁
Why families love Arth Kundli
Why families love Arth Kundli
Short & Easy
Just 30 minutes offline or online
Scientifically Accurate
Based on proven financial planning methods
Instant Report
Get your detailed Arth Kubdli Report right away.
Completely Free
No hidden charges
How It Works in 3 Simple Steps:
How It Works in 3 Simple Steps:
Book 30-minute discovery meeting for discussion & data inputs.
Book 30-minute discovery meeting for discussion & data inputs.
Quick, easy, and engaging.
Get a Personalized Goal Alignment Report.
Get a Personalized Goal Alignment Report.
Know where you agree, differ, and need more clarity
Plan Your Future Together.
Plan Your Future Together.
With professional insights & recommendations.
Who Should Take Arth Kundli?
Who Should Take Arth Kundli?
✅ Parents Worried About Children’s Future
Struggling to figure out how much to save for education or marriage? Arth Kundli shows you the exact roadmap.
✅ Families Living with Financial Uncertainty
Unsure if your insurance, savings, or emergency fund are enough to protect your loved ones? Arth Kundli identifies the gaps before it’s too late.
✅ Individuals with Multiple Investments but No Clarity
Bought policies, SIPs, or FDs randomly? Arth Kundli organizes everything into a clear financial snapshot so you know what’s working and what’s not.
✅ Professionals Worried About Retirement
Wondering if you’ll have enough money to live stress-free after 60? Arth Kundli helps you plan for both accumulation and distribution of retirement funds.
✅ Anyone Who Feels Financially “Lost”
If you’re earning well but don’t know where your money is going or how close you are to your goals, Arth Kundli gives you a detailed, step-by-step action plan.
Why FREE?
Why FREE?
We believe that financial literacy is a basic right for every Indian. Unfortunately, most people buy financial products randomly—without understanding whether they truly match their goals or protect their family’s future.
Arth Kundli was created to educate and empower families with a simple, actionable roadmap. That’s why the first consultation and Arth Kundli Report are offered absolutely FREE.
Meet your Coach
Meet your Coach
Vikas Kumbhar
Distinguished Financial Architect | Visionary Wealth Strategist | Global Finance Expert
Step into the world of Mr. Vikas Kumbhar, a trailblazing authority in Banking, Insurance & strategic financial management, with a legacy of over 20 years empowering individuals, enterprises, and institutions to scale unprecedented financial heights.
With deep-rooted expertise across project & export finance, leveraged acquisitions, taxation, wealth structuring, estate & retirement planning, Mr. Kumbhar has architected transformative solutions for clients navigating the complex terrain of global finance. From high-stakes capital arranging to elite portfolio management, his work is a masterclass in precision, vision, and unmatched execution.
He is not merely a financial professional — he is a master coach, a financial transformation partner & a trusted architect of legacy wealth.
His bespoke approach combines strategic foresight with personalized financial engineering.
Empowering Clients to:
• Build bulletproof wealth plans
• Eliminate financial blind spots
• Maximize asset performance
• Achieve holistic financial freedom
Our Vision
To build a financially aware society where every family has a secure future through smart planning, disciplined saving, and the right protection
Our Mission
To empower individuals with financial knowledge and help them make confident, informed decisions that lead to financial freedom and lifelong security.
Our Values
✅ Integrity & Transparency ✅Client-Centric Approach ✅Continuous Learning ✅Long-Term Relationship Building ✅Professional Excellence
Take the First Step Today
Take the First Step Today
Stop buying random products. Start building a goal-based financial plan. Fill the form below to register for your free consultation/awareness session and receive your Arth Kundli report.
Our Expertise
Testimonials
Testimonials
Rohit Patel, Pune
⭐⭐⭐⭐⭐
I was new to investing, but the team guided me at every step. Their advice helped me create a diversified portfolio that’s already showing great results. Highly recommended!
Sneha Mujumdar, Mumbai
⭐⭐⭐⭐⭐
Thanks to their expert guidance, I finally understood how to plan my finances for long-term goals. The SIP recommendations were perfect for my risk profile.
Avinash Deshmukh, Nashik
⭐⭐⭐⭐⭐
Professional, transparent, and always approachable. I trust them completely with my financial planning. My family’s future feels more secure now.
Dr. Mahesh Patil, Kolhapur
⭐⭐⭐⭐⭐
I’ve been associated with them for 5 years. Their regular portfolio reviews and updates make me feel confident about my investments.
Ready to Transform Your Financial Future?
Ready to Transform Your Financial Future?
Don't let another day pass without securing your family's financial well-being. Join thousands of Indian families who have already taken control of their finances with Arth Kundli.
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