Businessperson standing beside a rising bar chart representing financial growth and investment performance.

Investment Advisory Approach:
Enabling, Rather Than Restricting

Our Investment Advisory proposition is uniquely designed around the belief that we are not the only ones with valuable expertise, and we want our clients to benefit from the good work being done across the industry.

Thus, we encourage a truly open architecture approach, where we are open to ideas/solutions offered by anyone from the industry, including other wealth advisors. The only criterion is ‘merit’.

Family Office & Investment Advisory

  • Multi-family office services
  • Family Investment Charter and Policy formulation (IPS)
  • Comprehensive Investment Advisory
  • Cross-Advisor Portfolio Aggregation and Reporting
  • Next-Generation Upskilling

Wealth Structuring Solutions

  • Succession and Estate Planning: Family Constitutions
  • Tax Efficiency
  • Asset Protection
Businessperson standing beside a rising bar chart representing financial growth and investment performance.

We enable the above in two ways:

We actively use our own network to identify investment opportunities and solutions from across the industry, suitable as per the investment policy statement put in place for the family.

We motivate our clients to continue to meet other wealth managers and advisors, and we help them choose suitable investment solutions based on merit from across various offerings.

Our ‘competitors’ thus see us as
‘enablers’ and not ‘competitors’!

The key drivers of our advisory approach are:

Deep domain expertise and knowledge

Deep domain
expertise
and knowledge

Seasoned
advisory
capability

Active use of our wide industry network

Active use of
our wide
industry network

Agility and quick decision making

Agility and
quick
decision-making

Unique and
comprehensive
deal access

Write to 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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