ArthaTaruu Fin

ArthaTaruu Fin I am Soorashree, a focused, dedicated and passionate financial services professional helping individuals make informed financial decisions.

đź“ŤAMFI-registered Mutual Fund Distributor (ARN-99989)
🌱 Goal-focused | Jargon-free | Client-first
At ArthTaruu Fin, we offer personalised, goal-based guidance to help you move from financial confusion to financial clarity. I help clients do the Goal-Based Investment process under the aegis of HappynessFactory as their partner. Many times we make haphazard investment decisions, without proper guidan

ce and taking into consideration the wholistic view of their personal financial situation. By asking questions that help the clients understand the importance of money or finance in their life, we co-create a goal base for their investments. With the specialized practices and state of art platform support provided by HappynessFactory, the client gets in-depth facts about his current situation, and a tailor made / customized Goal Based Investment solution. With a client first approach, I ensure that the investments recommended are always in the client’s best interests. I currently cater to a wide range of clientele across diverse demographics spread across India, Europe, US and Middle East working in different segments vide Business Owners, Salaried Professionals, Retiree Individuals etc. By making a meaningful difference in the client’s life and helping them lead a HappyRich Life makes the work more fulfilling and gives contentment.

13/08/2026

Some of the most meaningful things in life take time.

A tree.
A relationship.
A meaningful financial journey.

Growth isn’t always visible every day; but consistency has a way of showing up when it matters most.

Plant today. Nurture consistently. Enjoy tomorrow.



[goal based investing, long term investing, financial well-being, financial awareness, consistency, money mindset, financial habits, purposeful investing, wealth creation, patient investing]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

The biggest shift in investing today isn’t in the markets. It’s in our mindset.I was delighted to share my thoughts with...
10/07/2026

The biggest shift in investing today isn’t in the markets. It’s in our mindset.

I was delighted to share my thoughts with Femina India on why clarity is the new calm.

When you know what you’re working towards, every financial decision becomes more intentional and less reactive.

Because long-term progress isn’t built by constantly chasing what’s next.

It’s built through purpose, patience, and consistency.
Thank you, Femina , for featuring this perspective.



[financial clarity, financial awareness, goal-based investing, financial well-being, disciplined investing, long-term investing, money mindset, financial confidence, purposeful investing, informed financial decisions]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

Most people think investing is the first financial goal. It isn’t.Before building wealth, build your safety net.An emerg...
29/06/2026

Most people think investing is the first financial goal. It isn’t.

Before building wealth, build your safety net.

An emergency fund isn’t meant to earn the highest returns. It’s meant to give you something even more valuable: peace of mind when life takes an unexpected turn.

A lay-off.
A career break.
A health concern.
An unforeseen expense.

Being prepared today helps protect the goals you’re working towards tomorrow.

One of the strongest financial habits you can build is simply being ready for the unexpected.

đź’¬ Have you started building your emergency fund yet?



[emergency fund, financial preparedness, money habits, financial foundation, goal based investing, emergency savings, financial confidence, long term financial journey, mindful investing, financial well-being]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

Half the year has passed.But before rushing ahead, pause and check:Are your goals, habits, and priorities still moving t...
23/06/2026

Half the year has passed.

But before rushing ahead, pause and check:

Are your goals, habits, and priorities still moving together?

A simple review can help you reconnect with what matters and continue with more confidence.



[mid year review, financial habits, goal review, money mindset, sip review, mindful investing, financial awareness, life goals, financial journey, consistent investing]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

11/06/2026

You don’t carry an umbrella because you expect rain every day.

You carry it because being prepared brings confidence.

Your financial journey works the same way.

An emergency fund, thoughtful protection, and consistent habits may not feel urgent during calm days. But they become important when life brings unexpected changes.

🌱 Build your foundation before you need it.

đź’¬ DM us to begin your goal-based journey.



[emergency fund, financial preparedness, money habits, goal based investing, family finances, financial confidence, long term stability, mindful investing, financial journey, investment habits]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

03/06/2026

Most people don’t delay investing because they lack goals.

They delay because they think: “The amount is too small to matter.”

But small beginnings do something powerful: they build the habit, the mindset, and the confidence to keep going.

And over time, consistency often matters more than the “perfect” start.

Sometimes the first small step changes far more than you expect.

💬 What’s one goal you’ve been postponing because you thought you needed “more” to begin?



[start small investing, child education goals, consistent investing, sip mindset, investing myths, financial habits, goal based investing, long term investing, mindful investing, financial confidence]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

21/05/2026

Financial confidence rarely begins with big decisions.
More often, it begins with small habits repeated consistently:

🌱 Saving regularly
🌱 Reviewing mindfully
🌱 Preparing for uncertainties

Strong foundations create calmer financial journeys.



[financial foundation, emergency fund, tax awareness, consistent investing, financial habits, mindful money management, financial confidence, goal-based investing, long-term discipline, money mindset]

Soorashree Chaphekar | AMFI Registered Mutual Fund Distributor | ARN-99989

Most people don’t delay because they lack goals.They delay because they think their amount is “too small.”But meaningful...
12/05/2026

Most people don’t delay because they lack goals.

They delay because they think their amount is “too small.”

But meaningful financial habits rarely begin with huge numbers.

They begin with consistency.

🌱 Small steps still count.



[start small investing, sip habit, consistent investing, money mindset, investing myths, financial habits, goal-based investing, long-term investing, mindful investing, financial confidence]

28/04/2026

April has a way of making people panic about money. And I keep hearing the same 3 things.

Truth? Progress isn’t about getting everything right.
It’s about starting and staying consistent.

Which one is you?



[financial year conversations, tax saving questions, market uncertainty, where to start investing, goal based investing, financial consistency, investor mindset, financial habits, money conversations, mindful investing]

Soorashree Bhat | AMFI Registered Mutual Fund Distributor | ARN-99989

Address

Soorashree Bhat, 1st Floor, Devashish Bunglow, Near Post Office, Plot 7, Next To Nav Sahayadri, Navasahyadri Society, Karve Nagar
Pune
411052

Opening Hours

Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 6pm
Saturday 9:30am - 6pm
Sunday 9:30am - 6pm

Telephone

+919881758183

Website

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