Welcome To Arthik Moksh
A reputed name for comprehensive financial advisory and product distribution services
We as Arthik Moksh started in the year 2010 and at present having 300+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance Broker recognized by the N.S.E. ( National Stock Exchange), A.M.F.I. (Association of Mutual Fund of India) & I.R.D.A. (Insurance regulatory and Development Authority). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured Financial life.
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Why Us?
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Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
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Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
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Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
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Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
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Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
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Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Mr. Rajesh AggarwalChief Advisor
Mr. Rajesh Aggarwal is the Chief Advisor for Arthik Moksh. One of the oldest in the team, he has over 12 years of rich experience in the financial services industry. An AFP by education, he is known for his deep knowledge of the distribution practices and its challenges.
Mrs. Monika AggarwalRisk & Insurance Manager
Mrs. Monika Aggarwal is the Risk & Insurance Manager, having an experience over 7 years in the Insurance & Health services industry. She is responsible for Insurance & Health advisory along with back-hand Client Relationship Management.
