“ArthaYantra is an innovative idea and provides good advisory. Their platform is very easy to use and informative.”
Animesh Naskar
Bangalore
Bangalore
Finding The Best Mutual Fund Is Not Easy
The science behind our mutual fund selection:
We use 64 parameters to select the best performing mutual fund for your portfolio
We do qualitative and quantitative analysis.
We run 72 million simulations before suggesting the right asset allocation
5 Most Common Mistakes Committed During Mutual Fund Selection
Funds selection based purely on rating, while ignoring individual risk profile
Simply investing in top 5 mutual funds to create a portfolio
Only using past performance as a selection criteria
Not using proper asset allocation techniques while making portfolio
Asking friends and relatives on how to invest in mutual funds
Get Custom Built Mutual Fund Portfolio That Outperforms Market
We run 72 million simulations before suggesting the right asset allocation
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.
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 METRICS | ArthaYantra | NIFTY |
|---|---|---|
| 1 Yr Return | 21.41% | 29.10% |
| 3 Yr Return | 21.44% | 16.95% |
| 5 Yr Return | 19.18% | 16.46% |
| Riskiness | 8.76% | 15.72% |
| Sharpe | 1.66 | 1.42 |
| Sortino | 2.35 | 1.86 |
| Alpha | 5.57 | 0 |
| Beta | 0.76 | 1 |
Our Portfolios have delivered 35-50% more returns than market
Built in INDIA,
Recognized Globally
NASSCOM EMERGING 50
GLOBAL TOP 100 STARTUPS
RED HERRING – 2016
COOL VENDOR GARTNER – 2016
FINOVATE ASIA REGION
FINOVATE – 2013
Built in INDIA,
Recognized Globally
NASSCOM EMERGING 50
GLOBAL TOP 100 STARTUPS
RED HERRING – 2016
COOL VENDOR GARTNER – 2016
FINOVATE ASIA REGION
FINOVATE – 2013
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 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
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