I am an existing customer of Arthayantra.
The initial assessment that they do of your financial standing is excellent. All systematically done going through each element that impacts your financial score.
The report and recommendation is structured. Don’t know how good is the recommendation though as they have a commission in the background I believe. They only charge you Rs. 1000 for the initial year.
The worst part now:
Whenever there is a crisis like DHFL or Franklin Templeton, there is very less and very generic communication from them. If your SIP stops due to some reason(like SBI stopping inflows into GOLD funds), there is no communication.
A financial adviser should be better connected to their customer to walk them through these confusing occurrences.
Arthayantra will send just webinar registration links and when you try to register they will say webinar is full.
The portfolio performance as per the recommendation is not great. could have gotten more in FDs.
They do not inspire enough confidence!