Archana
A distinguished Certified Financial Planner (CFP), with 10+ years of expertise in goal-based financial planning and wealth management and a keen eye for tailored financial strategies.
Certified Financial Planner & Wealth Strategist
Archana Thanki, a distinguished Certified Financial Planner (CFP), brings over a decade of expertise in goal-based financial planning and wealth management. With a keen eye for tailored financial strategies, she specializes in crafting customized investment roadmaps that align seamlessly with her clients' unique aspirations.
Her strategic acumen and client-first approach have made her a trusted advisor to both High-Net-Worth Individuals (HNIs) and retail investors, helping them navigate complex financial landscapes with precision, foresight, and unwavering dedication. Archana’s ability to foster long-term relationships, optimize wealth structures, and drive financial success sets her apart as a leading expert in the industry.
Committed to delivering excellence and financial empowerment, Archana continues to shape the future of wealth management, ensuring every client’s journey is marked by clarity, security, and sustained financial growth.
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