ABOUT US
At ARJUNA WEALTH we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Our Services
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Read MoreTax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing
Read MoreA mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small
Read MoreInsurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events.
Read MoreWealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s
Read MoreMaking holistic investment choice is always preferred than making random investments. This can be achieved if every investment
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment
KNOWLEDGE AND LEARNING
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OUR HAPPY CLIENTS
Chandrashekhar Kozhipurath
ED & CEO - Maithon Power Ltd.Me and my family trusts Sanjay Ojha like anything. We always value his advice. His skill of managing money is effortless. With him at the driver's seat, we know that we will achieve all our financial goals in time. Thanks Sanjay.
Alok Sharma
CO Founder - IndusverseI have never had an experience in the past regarding financial planning. Arjuna Wealth made me aware of all the options of investments and helped me take informed decisions. Their knowledge and a genuine interest in achieving the best for their clients is what makes them a truly professional Financial Advisor.
Santosh Upadhyay
AGM - DS GroupSanjay has been handling my family’s MF related investments for last couple of years. He has a good knowledge of MF industry and suggest investment plans keeping in mind the requirement of the client. He is very efficient and any grievance or clarification gets resolved very promptly. My experience with him has been very good and my best wishes for him future endeavors.
Parvathy Ramalingam
Former Banker/ Self employed - State Bank of indiaI know sanjay from a long time. I found him always by my side whenever I need him. He is helpful and understands his clients' need very well. His understanding and experience in finance industry helped us a lot.
Kanubhai Patel
Sr. General Manager - Tecnimont Pvt Ltd.I got immense help from Sanjay Ojha. He is so committed and passionate in his profession. He took full responsibility and managed my finance with utmost transparency and integrity. I wish him and his company all the best.
Venkat Ramamurthy
Former Head Analyst - Qatar PetroleumWhen it comes to financial advisors there are loads of options that talk a good game, but Arjuna Wealth helped me to make a balanced investment. They have been engaging with the customers, directing and supporting their financial requirements and bringing our financial investment great results.
Indu Shekhar Upadhyay
Former DRM - Indian RailwayFinancial stress is one of the most common types of stress in people’s lives and it can be damaging to our overall wellbeing. On the fundamental of trust, Arjuna Wealth is supporting me to determine my long & short-term financial goals and create balanced plan to meet those goals and to live my present life to the fullest!