Portfolio Creation


At Arthayantra, one of the important tenants of investment management followed is the need to diversify portfolio of customers. Diversification of portfolio is only the first step towards creating a healthy investment management ecosystem. The diversified portfolio should be rebalanced, at least once every six months or by applying advanced mathematical models to the portfolio.

The typical portfolio of the average Indian Investor is largely skewed to only a couple of asset classes such as Real Estate, Fixed deposits and Equities. Other important asset classes such as Money markets, fixed income, alternative investments are often not part of the portfolio. Often liquidity of the asset class is ignored before investments are made.

It is important to understand the risk appetite of the individual before creating a diversified portfolio that suits the individual’s long term financial goals. The portfolio should be a mix of asset classes including Money Markets, Fixed Income, Equities, Commodities and Alternative investments.

With the help of ARTHOS, our integrated online personal financial platform, our customers go through detailed risk analysis before their asset allocation is created. Remember to ask your wealth or investment advisor about diversifying the portfolio.

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