Investment Management

Investment Management is the logical step if you have already gauged your financial status and are aware of it and determined that you don’t need a detailed financial plan as a first step. In this service, Artha Yantra works with individuals and their families to identify the risk appetite and develop a suitable investment plan.

We professionally manage your various securities and assets in order to meet specified investment goals to your benefit. The investment plan contains the proposed investment portfolio with asset allocation among various asset classes. The various asset classes covered in the allocation include Money Markets, Fixed Income, Equities, Commodities, Alternative Investments and Non-Indian investment opportunities (emerging and developed markets).

Investment management is a paid service that assures you of diligent and appropriate allocation of funds among assets- a matter of utmost importance. As your investment manager, we take into account the changes and differences in market dynamics, in addition to interaction effects of the different asset classes, as all these together have a direct bearing on your portfolio performance. For each asset class, choices are given on the investment instruments that would form the portfolio.

Our investment strategy is defined by two essential features which are driven by appropriate financial models:

    • Passive Investment Management
    • Rebalancing of Portfolios

At Artha Yantra, we are firm believers in passive investment management. We don’t make tall claims of beating the market. We follow the pragmatic course of wanting to meet the market. We adhere to the dictum of not putting all your eggs in one basket, and focus on meaningful diversification We invest in a diversified portfolio with rebalancing as and when required. In simple words, it means that essentially we believe in being patient and waiting to reap the benefits of investments in the long run rather than short term and short lived gains.

Our investment strategy is clear and simple:

    • Passive investment with minimal overheads
    • Minimized cost of owning the instruments
    • Minimized turnover
    • Invest in only the best in class investments
    • Custom asset allocation based on risk appetite
    • Incorporate latest academic research while building financial mathematical models for Indian markets

Portfolio performance is the acid test of investment management. Leave your investment management to us and watch your portfolio fund performance soar!

About Us

ArthaYantra is an online financial planning firm dedicated to make unbiased, holistic and high quality financial advice accessible to everyone in India.

The financial advice offered by ArthaYantra connects all aspects of financial planning and helps individuals take holistic and merit based financial decisions to achieve their life goals.

Arthos is a patented online financial planning platform that replaces traditional human financial advisor and provides holistic advice instantly.

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Contact Details

India Office

Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 40247106

US Office

WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751