Get Custom Built Mutual Fund Portfolio that Outperforms Market
Using Modern Finance and Technology we build and manage portfolio that provide best Risk - Rewards Outcome
|1 Yr Return||8.29%||0.38%|
|3 Yr Return||19.50%||10.79%|
|5 Yr Return||19.89%||14.52%|
Our Portfolios have delivered 35-50% more returns than market
BEST OF GLOBAL METHODOLOGIES USED TO BUILD YOUR PORTFOLIO
Risk ProfilingRisk Appetite
We identify how you react to Risk using advance behavioral finance technique. Our 20 question Risk Questionaire is rated among Top 5 in India Risk Capacity
We idenfity your Risk Capacity by analysing your financial details like expense, assets, Liabilities and dependant. This Tells us if You should take risk or Not.
GoalsYour Goal's Priority, Criticality, Tenure and Value is analysed and used as critical input to design Your risk- Return Optimized Portfolio.
SurplusYour Investable surplus amount, its frequency and Certainity is analysed and used as input for Portfolio Generation
Asset Diversification And AllocationBasis Your Risk Profile, Goals and Surplus, we use Modern Portfolio Theory developed by Nobel Price Winner Harry Markowitz to identify the right asset Allocation for You This theory ensures that for a given riskiness the maximum possible return is found by identifying the right mix of asset classes that delivers the higest return among all possible outcomes. This particular mix of asset class is called The efficient frontier. We use more than 8 different asset classes and then run more than 15 million simulations to identify just the right asset allocation that will get maximum return for Your Portfolio at your level of Riskiness
Fund SelectionTo Identify the Best Fund for each of Your Identified Asset Class, Our properiatory alogorithm calculates and compares more than 30+ different parameters over different time periods across all available Funds in Market and identfies the Best Fund by using our properiatory weighted Ranking Algorithm.
Regression TestYour Portfolio thus built by asset allocation and fund selection for each asset class is then regression tested against past historical data to ensure that the outcome of returns at the risk level is aligned with expectation. Only then Your Portfolio is allocated to You.
The OutcomePortfolios that delivers Higher Returns at lower Risk
ArthaYantra Long Term Moderate Vs NIFTY
OUR BIGGEST TREASURE IS OUR SATISFIED CUSTOMERS
CREATE YOUR OWN STORY
of our customers are extremely satisfied with our services.
of our customers refer us to their friends and family.
23 years | Bangalore
"I chose ArthaYantra as my financial advisor to save money for my family right from first salary. After taking ArthaYantra’s advice I could save money optimally and could relate where I would stand financially in future. Recommended to all working individuals."
36 years | Hyderabad
"My scope of managing personal finance was broadened with the qualitative suggestions by ArthaYantra. The way I perceived to save money for future has changed with the knowledge shared by ArthaYantra up on investing into multiple asset classes."
42 years | Delhi
"ArthaYantra's online advisory platform is simple, reliable and easy to accss from any place to manage my personal finance. With their hassle free investment process there was remarkable increase in my investable surplus within no time. Regular review and rebalance of my portfolio is an added advantage."
25 years | Chennai
"I signed up to ArthaYantra when i got my first job. Started to save through them from my first salary. ArthaYantra has helped me to set clear financial goals and save for them. My savings will only increase from here."
37 years | Hyderabad
"Based on my current financial state, future goals and risk appetite Arthayantra provided me with an impressive custom portfolio with exposure to multiple asset classes. They also helped me save additional 10% every month. Their prompt & responsive client servicing further increased my admiration for what Arthayantra is doing for the working professional."
SHRIPAD PATIL & MIHIR PATIL
54 Years | Bangalore
"I wanted my 21 year old son to regularly invest through ArthaYantra for his higher education. I was doing this because i believed in their advice and their continuous follow up with the client proved me their commitment and made me to choose this platform for my son Mihir Patil."