Artham Finserve celebrated 20 years of untimely customer service
On August 28, 2022, Artham celebrated 20 years since its inauguration. It is not only a celebration, but also a vision for the next five years.
SURAT, GUJARAT, INDIA, Sept. 14, 2022 /EINPresswire.com/ — Launched in 2002, Surat-based Artham Finserve Pvt. is a renowned wealth management company. The company benefits from an experience of 20 years accompanied by the satisfaction of more than 2000 customers. The financial advisory company has been associated with the leading stock brokerage firm – Motilal Oswal as the first franchisee in a surah and also registered with top mutual funds, top PMS fund managers and others for provide its customers with rich financial management decisions.
This year, on August 28, 2022, Artham celebrated 20 years since its inauguration. It is not only a celebration, but also a vision for the next five years.
The event was kicked off by Mr. Dharmesh Mehta (Founder and Managing Director, Artham Finserve) who obviously explained the successful 20 years of the business. He also gave a rough stance on the growth plans and propaganda that will be followed by Artham until 2025.
According to Gatu Mali, Co-Managing Director, “Client requirements are limitless and we felt that simple equity or mutual funds would not suffice. We also felt that managing investments will require the best of knowledge and processes. Wealth must be created, managed and also ensured. that it is transmitted by right to the next generation. We had to reinvent our identity and our business model”.
The company has organized an extravagant session to commemorate its glory years based on the financial norms and trends that dominate today’s market. The session was moderated by several notable personalities who have impacted the Indian economy through their knowledge of financial investment.
The event was accelerated by Mr. Navin Agrawal- Motilal Oswal AMC. He focused his session on “Viewing India’s Growth Story”. His session was based on educating investors on India’s growth for another 25 years.
This was followed by a wholesome and informative panel discussion by Dr. V. Aditya Srinivas (BSE Brokers Forum). The discussion was a mix of truths and myths about portfolio management services and how to leverage them for optimal investment opportunities. The panelists were Mr. Jigar Mistry (Buoyant Capital), Mr. Navin ChandraMohan (ITUS Capital Advisor) and Mr. Parag Jariwala (White Oak Capital).
The following discussion was led by Mr. Atul Suri (Marathon Trends), with his enlightening session “5 Lessons from Rakesh Jhunjhunwala”. Provide lessons on how to invest, where to invest and emphasize the importance of who you invest in and ethical fund manager practices.
It was moderated by another panel discussion led by the best in the industry on the theme “Understanding Alternative Investments”. Panelists included Mr. Shailesh Vickram Singh (Climate Angels), Mr. Ashish Khandelia (Certus Capital), Mr. Sandip Santdasani (ICICI AMC), and moderated by Mr. Apoorva Vora (Finolutions). The objective of this round table was different. The roundtable focused on private equity, fixed income instruments through real estate and income through long-short strategies.
Then, a session led by Mr. Gautam Adukia (CEO, Liquiloans) talked about “P2P Lending (Fixed Income Scheme)”. It is a new avenue of investment managed by the NBFC and promoted and guided under the guidelines of the RBI.
The session ended with an informative panel discussion on “Opportunities in Seed Investments” moderated by Mr. Ashish Bhatia (India Accelerator) and Mr. Apoorva Vora (Finolutions).
The event ended in a successful way, followed by a vote of thanks and gratitude. Artham Finserve has come a long way in giving its clients a sense of security and confidence in all of its services. The company has grown into an exceptionally well-run organization, ready to give its customers and stakeholders a similar sense of growth and development.
“Every step of our growth is geared towards serving our customers better and more holistically. Your encouragement keeps this spirit alive and we promise to continue our journey with your blessings in the same way.” – Team Artham.