PORTFOLIO MANAGEMENT SERVICES

Keep your feet on the ground and
Keep reaching for the stars.
- Casey Kasem

The Concept of

The NBA All-Star Game is a basketball exhibition game hosted every February by the National Basketball Association
and showcases 24 of the league’s Star players.

At Arthya Investments, we take motivation from the ALL-STAR teams for our portfolios.

As Creating a Winning Team is not Just about selecting the Best Performing Players at their Prime;
It is also about creating the right Balance; and having a well-defined Strategy and ensuring flawless Execution!

CORE PRINCIPLES OF OUR INVESTMENT PHILOSOPHY

We believe companies with superior investment characteristics, backed by macro trends tend to grow faster than their industry, and if bought at appropriate valuations, they generate outsized returns over long-term. Our core expertise lies in identifying businesses with these traits early in the growth cycle, enabled by deep quantitative & scuttlebutt research capabilities. The core principles of our investment philosophy are as outlined below:
blocks

Creating Winning
Combinations!

Invest With US

Portfolio Management Strategies to choose from

A relatively concentrated portfolio with higher weightage to large-cap and quality mid-cap companies with established business models, with an aim to generate long-term alpha above the nominal GDP growth rate of the economy for investors, while entailing lower risk.

A carefully curated multi-cap portfolio of companies which are compliant with the Islamic Canonical law of Shariah – designed to achieve optimal risk-adjusted returns while adhering to the Shariah investing guidelines.

 

A medium-term trading portfolio targeted at generating returns from short to mid-term price movements of stocks of fundamentally sound companies, either due to market momentum, mispricing and/or other variables.

Multi-Asset, Model portfolio driven strategy for various categories of clients, classified by risk profiles. Investments across asset classes (Equity/Debt/Gold/Alternatives) and instruments (Stocks/ ETFs/ Funds/ Bonds/ REITs/ InvITs).

Disclosure Document
Investor Charter
Write to Us
SEBI SCORES

Direct Onboarding for Clients

Online Dispute Resolution Portal (ODR)

SEBI  has issued  circular  no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131  dated  July  31, 2023 providing  the  guidelines  for  online  resolution  of  disputes in  the  Indian  securities market. Accordingly, Investors can login in the above link to raise any dispute / query / complaint against the company for resolution.