Guiding your financial journey with real experience and trusted advice.
Who We Are
Arthank Finserv is founded by six entrepreneurs, each with proven businesses and personal investment journeys. We bring decades of practical insights to financial planning that goes beyond theory to real-world application.
Our foundation is built on experience, ensuring our advice is grounded in what truly works to help you navigate your financial journey with clarity and confidence.
Arth + Ank = Arthank
Our Name Has Meaning
Arth (Wealth) + Ank (Numbers) = Arthank
Finance is not about transactions, it's about relationships. We believe in combining the precision of numbers with the warmth of human connection.
Every financial decision shapes your future. We're here to ensure those decisions are informed, strategic, and aligned with your dreams and aspirations.
Comprehensive Financial Solutions
We offer a full spectrum of financial services designed to secure your future and achieve your aspirations.
1
Mutual Fund Distribution
Carefully curated investment options tailored to your risk profile and financial goals. We help you navigate the complex world of mutual funds with clarity and confidence.
2
Insurance Solutions
Comprehensive protection strategies that safeguard your family's financial future. From life insurance to health coverage, we ensure you're prepared for life's uncertainties.
3
Goal-based Financial Planning
Whether it's your child's education, dream home, or business expansion, we create strategic roadmaps that turn your aspirations into achievable financial milestones.
4
Retirement & Tax Planning
Secure your golden years with smart retirement strategies while optimizing your tax efficiency throughout your earning years.
5
Corporate Financial Solutions
Tailored financial services for businesses, including employee benefit plans, corporate insurance, and business financial planning.
6
NRI Financial Solutions
Specialized support for Non-Resident Indians (NRIs) in managing mutual fund investments, repatriation, and insurance in India.
Why Choose Arthank Finserv?
Six seasoned entrepreneurs as partners bringing real business experience
Personalized wealth journeys designed specifically for your unique situation
Transparent, ethical practices with full SEBI compliance
Relationship-first approach that prioritizes your long-term success
"Finance with a human touch — guided by clarity and discipline."
Our Proven 6-Step Process
We believe in a systematic, transparent approach that transforms financial complexity into clear, actionable strategies. Our process has been refined through years of experience helping clients achieve their financial dreams.
1. Discovery & Goal Setting
Understanding your financial aspirations, current situation, and life priorities through detailed consultation.
2. Risk Profiling & Blueprint
Assessing your risk tolerance and creating a comprehensive financial blueprint tailored to your comfort level.
3. Portfolio Design & Selection
Crafting diversified investment portfolios with carefully selected funds and instruments that align with your goals.
4. Implementation & Monitoring
Executing your financial plan and continuously monitoring performance to ensure you stay on track.
5. Review & Re-align
Regular portfolio reviews and adjustments to adapt to changing market conditions and life circumstances.
6. Education & Transparency
Keeping you informed with regular updates, market insights, and educational resources to enhance your financial literacy.
Simple. Disciplined. Transparent.
Our Founding Partners
Six Entrepreneurs. Six Journeys. One Mission.
Dr. Sapan Doshi
Specialist in Obstetrics and Gynecology, Tulip Maternity and Dental Hospital
More than a decade of experience serving patients and managing clinics
Advocates financial discipline through SIPs and diversified portfolios
Rakesh Gandhi
Founder, Samyak Group (Hardware, Software & AI Solutions)
35+ years of experience in technology & entrepreneurship
Passionate investor with a focus on disciplined wealth creation and long-term growth strategies
C.A. Dixesh Doshi
Proprietor at Dixesh Doshi and Co.
Over 30 years of experience in tax advisory, auditing, and financial compliance
Approaches investments with a sharp eye on risk management and value preservation
Your financial success story starts with a conversation. Connect with us today and discover how personalized financial planning can transform your wealth-building journey.