You Don't have to be a millionaire to have your own financial advisor.
Customized, Personalised and Unbiased Advise driven by Technology keeping your interests First, Not Financial Products.
We look at your entire financial life.
1
Get Your Customized Financial Health Check
Peek Into Your Past Financial Decisions
2
Sign Up Now
By clicking on Sign Up Now, I agree to the terms and conditions and I authorize Arthayantra and its representatives to call or contact me on services relating to financial planning.
The Past, Present and the Future.
Analyse Your Present Financial Situation
3
Plan For The Future Of Your Family
4
Sign Up Now
By clicking on Sign Up Now, I agree to the terms and conditions and I authorize Arthayantra and its representatives to call or contact me on services relating to financial planning.
We look at your entire financial life.
The Past, Present and the Future.
1
Get Your Customized Financial Health Check
Peek Into Your Past Financial Decisions
2
Analyse Your Present Financial Situation
3
Plan For The Future Of Your Family
4
How it Works
Plan
Analyse your information to create customised and personalised recommendations for your family across all aspects of personal finance including: Financial Health, Goals, Investments, Tax, and more.
Execute
Put Your Financial Advice to Work By executing the financial plan through single platform to enable buying of not just the recommended mutual funds, but other financial products!
Manage
Manage your journey with us by tracking your investments and goals real time, and watch yourself make your way towards a healthy financial life.
Review
Review/Update Your Financial Plan as per Changing Life Situations. Go through 6-monthly reviews of your financial plan to ensure your recommendations accommodate the changes in your life.
Why Choose us
You do not get this quality of advice any where else. Even if you a multi millionaire.
Unbiased Advice
The platform has been built to remove any biases that exist in human advisors. The platform does not differentiate Between customers based on the money they have. Just Provides suggestions that are best for the customer.
Open Architecture - No Product bias
Across the product categories of Investments, Loans, Insurance, we are not tied to one provider but have a Curated and selected list of products that suit your needs.
Personalised Recommendations
The platform is created to dispense customised & personalised advice to the customer using best in class Methodologies and by desig inhibits Any misselling of financial products.
Testimonials
What Our Clients Say?
Since doctors like me are very busy in their practice, we need expert financial planners like ArthYantra. I was totally satisfied with their analysis and portfolio allocation based on my personal needs.
Haridayal Singh
I work for an MNC and due to my hectic schedule, I was not able to manage my money and was leaking heavy chunk of money in traditional insurances and ULIP. After availing ArthYantra service I am able to invest in the right avenues with their advice.
Mohammed Feroz
ArthaYantra helped me in understanding which avenues would suit better to invest in order to achieve my goals. All I did to achieve this was sign up with ArthaYantra and avail their service. Worth to have your own Financial Advisor.
Sudip Chandra Ajit
ArthaYantra on Media
Sign Up Now
By clicking on Sign Up Now, I agree to the terms and conditions and I authorize Arthayantra and its representatives to call or contact me on services relating to financial planning.