MOST TRUSTED FINANCIAL ADVISOR

We Help Our Clients Succeed

We Help People Create, Protect & Grow Their Wealth.

At Athena Fin Corp Pvt. Ltd. We offer personalized services with regards to goal based investment planning, insurance planning & risk management and borrowing needs (loans) of clients.

 

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How we can help you?

Athena fin Corp pvt. Ltd. was incorporated in 2012 with a purpose of helping people create, protect & grow their wealth. At Athena Fin Corp Pvt. Ltd. We offer personalized services with regards to goal based investment planning, insurance planning & risk management and borrowing needs (loans) of clients.

Wealth Creation

Who does not want to create wealth? Everyone wants it but many struggles. Every one can create wealth, whatever your income level or risk be. Having the right investment approach is all that is required.

Wealth Protection

This is the first and most important Pillar of Wealth. Wealth protection incorporates a variety of insurance products and the wealth you’ve generated. Our planning helps to reduce the negative impact.

Wealth Management

The goal of wealth management is to sustain and grow long-term wealth. Wealth management combines both financial planning and specialized financial services. We can help with our experties.

Services

Investments

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Insurance

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Loans

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What clients say

One of the most genuine and unbiased solutions. They do not think about their own profit but profit of the customers. Started with one SIP and now all my finance is being handled by them. I strongly recommend them for all your financial plannings.
Pankaj Sura
Gautam Electronics

Our 6 Step process

01

Determine

Preparing a list of current asset and debt balances and amounts spent for various items gives you a foundation for financial planning activities.

02

Goal

Specific financial goals are vital to financial planning. Others can suggest financial goals for you; however, you must decide which goals to pursue.

03

Alternative

Developing alternatives is crucial for making good decisions. Although many factors will influence the available alternatives

04

Evaluate

You need to evaluate possible courses of action, taking into consideration your life situation, personal values, and current economic conditions.

05

Execution

In this step of the financial planning process, you develop an action plan. This requires choosing ways to achieve your goals.

06

Re-Evaluate

Financial planning is a dynamic process that does not end when you take a particular action. You need to regularly assess your financial decisions.

Would you like to start a project with us?

Still have a doubt, lets get started with a free consultation. Let us know your requirements and we will send you the shortlisted services for queries.

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