“Stand Out from the Competition—Impress Clients with Arth Kundli.”
(Specially designed for every Indian family) Powered by MDRT School
To Know More, watch 12 Min Video Presentation
“Stand Out from the Competition—Impress Clients with Arth Kundli.”
(Specially designed for every Indian family) Powered by MDRT School
In India, people buy insurance, mutual funds, or investments randomly—on advice from relatives, banks, or social media. But here's the harsh truth:
Policies are bought without knowing the real life insurance gap.
Investments are made without matching them to education, marriage, or retirement goals.
Families remain financially unprepared for emergencies or health risks.
Most breadwinners leave behind unorganized records that cause stress for loved ones.
The result? Even after years of paying premiums and SIPs, most families face shortfalls in achieving their true life goals.
Arth Kundli is India's most practical, goal-based financial planning guide—created to simplify financial literacy and empower every Indian family.
In just 30 minutes, it creates a comprehensive financial roadmap with a professional PDF report that covers:
Get a complete picture of your income, expenses, assets, liabilities, insurance, and investments in one place.
Know where you stand today and what needs to be done to achieve your life goals (child education, marriage, retirement, wealth creation, etc.).
Spot shortfalls in life cover, health cover, and investments before they become problems.
Receive a detailed, customized financial plan tailored to your needs and risk profile.
Be confident that your family’s future and your goals are well planned.
Easy-to-read, actionable report you can refer back to anytime.
For a simple, quick overview of your finances.
For in-depth analysis and a comprehensive plan covering every aspect of financial well-being.
Accumulation Method
Distribution Method
Net Worth Snapshot
Financial Goals Summary
Next Steps for Action
Clear and Defined
We believe financial literacy is the right of every Indian. That's why we are running FREE Awareness Programs under the banner of Paiso Ki Pathshala.
👉 Attend a free session or book a 1:1 consultation to understand how to secure your family's financial future.
And here's the best part: Every participant gets their Arth Kundli Report absolutely FREE! 🎁
Short & Easy
Just 30 minutes offline or online
Scientifically Accurate
Based on proven financial planning methods
Instant Report
Get your detailed Arth Kubdli Report right away.
Completely Free
No hidden charges
Quick, easy, and engaging.
Know where you agree, differ, and need more clarity.
With professional insights & recommendations.
✅ Parents Worried About Children’s Future
Struggling to figure out how much to save for education or marriage? Arth Kundli shows you the exact roadmap.
✅ Families Living with Financial Uncertainty
Unsure if your insurance, savings, or emergency fund are enough to protect your loved ones? Arth Kundli identifies the gaps before it’s too late.
✅ Individuals with Multiple Investments but No Clarity
Bought policies, SIPs, or FDs randomly? Arth Kundli organizes everything into a clear financial snapshot so you know what’s working and what’s not.
✅ Professionals Worried About Retirement
Wondering if you’ll have enough money to live stress-free after 60? Arth Kundli helps you plan for both accumulation and distribution of retirement funds.
✅ Anyone Who Feels Financially “Lost”
If you’re earning well but don’t know where your money is going or how close you are to your goals, Arth Kundli gives you a detailed, step-by-step action plan.
We believe that financial literacy is a basic right for every Indian. Unfortunately, most people buy financial products randomly—without understanding whether they truly match their goals or protect their family’s future.
Arth Kundli was created to educate and empower families with a simple, actionable roadmap. That’s why the first consultation and Arth Kundli Report are offered absolutely FREE.
About Us
Leading Sales & Career Coach
MBA, MSc, MDP - IIM, LOMA, LUTCF, ICCC,
EX. AVP Tata AIA, worked with India's Top Brands like Tata, Birla & Bajaj in financial services for 24+ years.
I’m On A MISSION To Help One Lakh+ Financial Sales Professionals & Business Owners to Achieve Profit & Growth.
Who am I?
India's leading sales coach of insurance & financial sales professionals, who has trained, coached, and mentored more than 45000 financial advisors, team leaders, managers, business associates, direct team sales employees, bankers, relationship managers, and wealth managers and helped them achieve MDRT, COT, TOT, or seven-digit income in revenue.
Agent गिरी छोड़ो, Financial Doctor बनो
Training, marketing, and sales solutions that will help you build a scalable and profitable personal finance, insurance, and mutual fund consultation business or career as a top-class financial sales professional.
Our Vision
To create a financially empowered society where individuals and financial professionals make informed decisions, achieve financial success, and build lasting wealth.
Our Mission
To transform financial education through expert-led training, innovative programs, and actionable insights, equipping people with the knowledge and confidence to navigate their financial journey successfully. We are committed to fostering growth, security, and financial well-being for all.
What do we do?
MDRT School from Financial Nirvana Academy is a leading financial education and capability development platform. Our unique value-added services and marketing & sales solutions in personal finance, insurance, and education help financial professionals build a strong personal brand with exceptional products & services, resulting in multi-fold business growth.
Stop buying random products. Start building a goal-based financial plan. Fill the form below to register for your free consultation/awareness session and receive your Arth Kundli report.
Rajesh Verma, Life Insurance Advisor, Mumbai ⭐⭐⭐⭐⭐
"Earlier, I struggled to explain the importance of adequate life cover to my prospects. Most clients thought one or two policies were enough. With Arth Kundli, I can now show them the exact income protection gap in a clear report. Clients immediately see the urgency, and my conversions have doubled. It has turned me from a policy seller into a trusted financial planner."
Neha Shah, Certified Financial Advisor, Ahmedabad
⭐⭐⭐⭐⭐
"As a financial advisor, my biggest challenge was engaging clients beyond just product discussions. Arth Kundli has completely transformed my meetings. In just 30 minutes, I can create a comprehensive financial picture for my clients and give them a professional PDF report. This makes my services stand out, builds trust, and helps me retain clients for the long term."
Amit Kulkarni, Mutual Fund Distributor, Pune
⭐⭐⭐⭐⭐
"Most parents came to me asking about SIPs without knowing their actual education or retirement needs. Arth Kundli has given me a structured way to align mutual fund investments with specific life goals. When clients see their child’s education or retirement gaps highlighted in the report, they themselves ask me for solutions. It has become the most effective tool for attracting and converting quality clients."
Sunita Iyer, Insurance & Investment Consultant, Bengaluru
⭐⭐⭐⭐⭐
"In today’s competitive market, standing out as an advisor is tough. Arth Kundli solved my biggest problem—it helps me attract prospects through financial literacy sessions, engage them with a clear financial planning report, and convert them by offering customized solutions. It’s simple, practical, and works beautifully for Indian clients. I now close deals faster and with greater confidence."
Don't let another day pass without securing your family's financial well-being. Join thousands of Indian families who have already taken control of their finances with Arth Kundli.
Financial Nirvana Academy, Heritage Palace, WANAWADI, Road: KEDARI NAGAR, Pune.
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