An Average Indian makes 1500
financial decisions every year…

OUR CUSTOMERS GET MOST OF THEM RIGHT

An Average Indian makes 1500
financial decisions every year…

OUR CUSTOMERS GET MOST OF THEM RIGHT

ENABLING 4,25,000 GOALS
FOR 1,30,000+ USERS
We Make Sure You Reach Your Financial Goals

We Help You Meet your Financial Goals

An average Indian family needs in excess of Rs 6 Crores to meet all their future aspirations! We help you to identify, prioritize and quantify your Future Goals and then we work with you to reach there!

Check How Much Money You will need to meet Your Goals!

Built in INDIA,
Recognized Globally

NASSCOM EMERGING 50

GLOBAL TOP 100 STARTUPS
RED HERRING – 2016

COOL VENDOR GARTNER – 2016

FINOVATE ASIA REGION
FINOVATE – 2013

Holistic Advice That Covers All Aspects of Personal Finance

Our Certified Financial planner first increases the money you can invest by analysing your existing expenses, Insurances, Assets and Liabilities by using our Machine learning based technology.

We Then build a custom portfolio that is tailored for you and your Goals by running over 15 millions simulation, so that you can meet your financial Goals.

Expense Management

The first step of financial management. In this section you will know how to optimise expenses and increase your surplus

Tax Advice

We analyse your income and savings information, to create a tax assessment, with advice on ways to save tax

Emergency and Insurance Advice

We look at your current expenses and Goals in life, and then advise you on your life and medical insurance. This would also include potential instruments you can buy

Financial Goal Advice

We look at your current financial state and investment assets, to prescribe detailed recommendations on meeting each goal, in terms of savings

Investment Advice

We look at your current financial state, future goals and risk appetite, to arrive at your customised portfolio recommendation for you to make investments, and also provide the platform for making investments

Loan Advice

We take a look at your loans, and advise you on retiring your loans, or refinancing your loans

Holistic Advice That Covers All Aspects of Personal Finance

Our Certified Financial planner first increases the money you can invest by analysing your existing expenses, Insurances, Assets and Liabilities by using our Machine learning based technology.

We Then build a custom portfolio that is tailored for you and your Goals by running over 15 millions simulation, so that you can meet your financial Goals.

Expense Management

The first step of financial management. In this section you will know how to optimise expenses and increase your surplus

Tax Advice

We analyse your income and savings information, to create a tax assessment, with advice on ways to save tax

Emergency and Insurance Advice

We look at your current expenses and Goals in life, and then advise you on your life and medical insurance. This would also include potential instruments you can buy

Financial Goal Advice

We look at your current financial state and investment assets, to prescribe detailed recommendations on meeting each goal, in terms of savings

Investment Advice

We look at your current financial state, future goals and risk appetite, to arrive at your customised portfolio recommendation for you to make investments, and also provide the platform for making investments

Loan Advice

We take a look at your loans, and advise you on retiring your loans, or refinancing your loans

Get Custom Built Mutual Fund Portfolio That Outperforms Market

We run 90 million simulations before suggesting the right asset allocation

website-graph

Source: Publicly available data on Nifty and MF NAVs.

Method
Graph is growth of `1,00,000 of one time purchase in AY’s LTMA portfolio tracking the growth of individual funds in the portfolio over a period of 7 years.
Nifty’s graph is the Nifty50 rescaled to 1,00,000 over a period of 7 years.
The graph does not account for the rebalancing services offered by AY.
The graph does not account for taxes and as such should not be interpreted as the actual realized money for an investment. The graph is only an indicator of the AY LTMA portfolio’s performance vis-a-vis that of nifty.
KEY METRICSAYNIFTY
1 Yr Return21.41%29.10%
3 Yr Return21.44%16.95%
5 Yr Return19.18%16.46%
Riskiness8.76%15.72%
Sharpe1.661.42
Sortino2.351.86
Alpha5.570
Beta0.761

Returns that consistently outperform the market

Media Coverage

Our Biggest Treasure Is Our Satisfied Customers

95% of our customers are extremely satisfied with our services.

64% of our customers refer us to their friends and family.

  • “ArthaYantra is an innovative idea and provides good advisory. Their platform is very easy to use and informative.”

    Animesh Naskar
    Bangalore

  • “Arthayantra has very sincere, intelligent and prudent Certified Financial Planners. I am very happy with the advice given to me. The advice has improved 80% of my financial state thereby having a positive impact on my financial life “

    Ranjan Ghosal
    West Bengal

  • “ArthaYantra’s concept of doing the financial planning showed me a realistic picture of my goals before starting to invest. I liked the whole idea. Website design is very simple and intuitive to use. Service is also very responsive.”

    Digvijay Anand
    Hyderabad

  • “ArthaYantra gives me a platform where my financial thoughts/decisions are more disciplined and I can work towards fulfilling my goals. The product is very good with useful features such as mapping your assets to goals, it provided me with a financial score that helps track progress, importantly advisory services from the team are excellent.”

    Sudheer Sharma Goda
    Hyderabad

  • “The people at ArthaYantra are well experienced specially my financial planner Abhilashini and my manager Sneha. They are very prompt and helped me understand the right way to mitigate risk and secure my family with right investments.”

    Sandeep Pande
    Pune

Questions? Visit the FAQ’s

+91-9100123693

enquiries@arthayantra.com

Live Chat (Offline)