Your wealth deserves more than management. It deserves a strategy.

True wealth is not measured by the size of your portfolio, but by the clarity of every financial decision behind it.

At Arthya Wealth, we combine our deep domain expertise with our ability to identify investment-worthy products and solutions to build our clients’ investment portfolios efficiently.

We are very agile and don’t hesitate in making quick investment decisions to capitalise on good investment opportunities. We don’t measure all clients with one lens, and approach portfolios with an active approach and prudent investment ticket sizing for risk/return management.

Build. Preserve. Grow.
Pass it on with confidence.

Solutions

Listed Equity

  • Mutual Funds / ETFs / SIFs
  • Managed Accounts (PMS/AIF)
  • Direct Equities
  • Index Funds

Unlisted Equity

  • Unlisted equity of mature, growing companies
  • Pre-IPO / Private placements

Fixed Income

  • Mutual Funds / SIFs
  • Bonds / Debentures
  • Structured credit funds/transactions
  • REITs / InvITs

Global/Offshore Investments (LRS)

  • Global Equities/Bonds through select Funds / ETF Baskets
  • High Conviction Stocks / Bonds Advisory

Angel Investments
(Early stage/ Startups)

  • Select exclusive investment opportunities in promising startups
  • Category 1 Angel Fund investing in startups

Other Alternatives

  • Private Equity/Venture funds
  • Commodities (Onshore/Offshore)
  • Multi-strategy funds
  • Long-Short funds

Value Added Services

Family Office & Investment Advisory

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

Corporate Treasury Mandates

  • Corporate Investments: Administration Mandates
  • Comprehensive Monitoring-Controls-Reporting

Wealth Structuring Solutions

  • Succession and Estate Planning: Family Constitutions
  • Tax Efficiency
  • Asset Protection

Credit & Lending

  • Lending solutions against Securities and Immovable Assets
  • Customized Credit Structuring

Tax Support

  • Audited Income & Capital Gains Statement
  • Tax advice on ongoing basis
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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