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Financial planning

One-on-One Financial Planning Services at Athworth Wealth

At Athworth Wealth, our one-on-one financial planning services are designed to provide personalized, technology-driven solutions to help clients achieve their financial goals. By leveraging advanced tools and a client-centric approach, we deliver tailored strategies that ensure financial success and peace of mind. Below are the key technology points powering
our one-on-one financial planning services:

Personalized Financial Goal Setting

Customized Goal Planning: Utilize sophisticated goal-setting tools to define and prioritize short-, medium-, and long-term financial objectives, tailored to each client’s unique aspirations.

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Dynamic Goal Tracking: Monitor progress toward goals with real-time updates, ensuring alignment with evolving financial circumstances and market conditions.
Scenario Analysis: Leverage advanced simulation tools to model various financial scenarios, helping clients visualize the impact of their decisions on future outcomes.

Financial Planning

Our 1-2-1 Financial Planning service provides one-on-one consultations to discuss your
financial goals and recommend appropriate mutual fund, PMS, or AIF distributions from our
approved product range. Through personalized sessions, we help map your needs—such as
retirement planning, wealth accumulation, or risk mitigation—to suitable investment vehicles,
facilitating efficient portfolio construction. As a distributor firm, this is limited to product
recommendations and execution support, without constituting comprehensive financial
advice or planning, which requires engagement with a SEBI-registered investment advisor. We
prioritize investor education, clear communication of scheme features and risks, and full
compliance with SEBI regulations to ensure ethical and transparent interactions.