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Our Mission is intelligent simplification
of the investment experience for our clients.
At Arthya, this belief is central to our philosophy –

Our Mission is intelligent simplification of the investment experience for our clients.
At Arthya, this belief is central to our philosophy –

‘The Wealth Philosophy’.

Upward arrow representing financial growth

In the world of investing, not everything is ‘black and white’.
There are shades of ‘grey’ too. That is why the Arthya logo consists of these three colours.
The ‘negative space’ created in the letter ‘Y’ highlights our constant endeavour to bring more clarity and simplicity to investing for our clients.

The meaning of ‘Arthya’ – a Sanskrit word, according to the Wisdom Library, includes Fit, Proper, Suitable; Appropriate, not deviating from the sense, Wise, Intelligent, True, Real. We believe the above meaning suitably represents our ‘Value System.’

Wealth management for a discerning audience.

At Arthya Wealth and Investments Pvt. Ltd., we have built a comprehensive, high-quality, open-architecture-based wealth management and investment advisory platform to cater to investors across the board: Family Offices, Individuals, Businesses, Corporate Treasuries, Trusts and more.

Businessman reaching higher investment goals

‘Being different’ is not the same as ‘making a difference’.

We focus on finding products that are suitable for our clients, rather than the other way around. We aim to help our clients establish their investment and risk profiles in a way that truly reflects their individual needs. We endeavor to avoid the mistakes and constraints that may arise from organizational imperatives.

We actively collaborate and network to remain true to our commitment to being ‘unbiased’ and to offer the best ideas from ‘across’ the industry.

We resist the urge to constantly offer clients ‘something new’ merely to stay ahead of the competition, because this usually complicates client portfolios in the long run. And what’s more, ‘something new’ need not necessarily be ‘something good’.

Businessman reaching higher investment goals

Our Strengths

Highly
experienced
team

Financial advisor providing expert investment guidance

Strong domain
expertise and
knowledge

Investment professionals discussing financial strategy

Deep
industry
connects

Seasoned
advisory
capability

Unique and
comprehensive
deal access

Agile and
quick decision
making skills

Our Values

Simplicity

Integrity

Intelligence

Passion

Empathy

Collaboration

What We Offer

Wealth Management
(Onshore & Offshore)

Person standing on stacked coins representing wealth management growth
Person nurturing a growing plant representing long-term investment advisory

Investment Advisory
(Multi-Family Office – MFO)

Unlisted Equities
(Mature companies)
Person stacking blocks representing early-stage angel investments

Angel Investments
(Early stage)

Full Stack Service Provider

AMFI- registered MF Distributor

SEBI-Registered Investment Advisor (RIA)

SEBI-Registered Portfolio Management Services (PMS) Provider

Debt Market Participant

SEBI-Registered Category 1 Angel Fund

People Behind

₹3,000 Cr+

ASSETS UNDER
MANAGEMENT/Advice

100+

CLIENT
Families

20+

YEARS OF
EXPERTISE

8

Successful Startup
Investments

Testimonials - Our Real Achievement

Large Avatar

Contact Us

ARTHYA WEALTH AND INVESTMENTS PVT. LTD.

Address: 712, The Summit Business Bay, 7th Floor, Near Western Express Highway, Off. Andheri-Kurla Road, Andheri (E), Mumbai-400069, Maharashtra | P: +91 85913 14441 | E: reachus@arthyawealth.com

CIN No.-U67100MH2020PTC340648

Registered as Portfolio Manager (Reg. No. INP000007225) under The SEBI (Portfolio Managers) Regulations, 2020

Registered as Non-individual Investment Adviser (Reg. No. INA000015279) under the SEBI (Investment Advisers) Regulations, 2013 Validity - Perpetual.

SEBI HO Address: Plot no. C-7, 'G' Block, Bandra Kurla Complex, Bandra(E), Mumbai-400051, Maharashtra.

Principal Officer Details - RIA Mr. Gaurav Arora
gaurav@arthyawealth.com | +91-85913 14441

Principal Officer Details - PMS Mr. Prateek Dhoot
prateek@arthyawealth.com | +91-98190 83540

Compliance Officer – Nasreen Qureshi
nasreen@arthyawealth.com | +91 9819793096

AMFI registered Mutual Fund Distributor (ARN 171272)

Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of intermediary or provide any assurance of returns to investors.

Investor Grievance Email id - nasreen@arthyawealth.com

Arthya Wealth and Investments © 2020. All Rights Reserved.

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