Wealth, planned with intent.
Arthaay FinServe helps families, professionals and business owners build and protect long-term wealth through goal-based financial planning, disciplined product distribution and estate planning that keeps your legacy intact.
A partner for your entire wealth journey, not a product counter.
Arthaay FinServe was built on a simple belief: real wealth is created by process, patience and the right structure, not by chasing the next hot product. We combine goal-based planning with disciplined distribution across mutual funds, specialised investment funds, insurance and fixed income, so every decision maps back to your life goals.
- Goals first, products second. We map your milestones (retirement, education, home, legacy) and your risk profile before any product is discussed.
- What you own counts. Your existing investments are added to each goal, so we work only on the gap that remains.
- Full transparency. Clear disclosure of how we are compensated, and how every product fits your plan.
Six pillars of a complete wealth structure
Each solution is delivered as a distributor and facilitator, with clear disclosures and your goals at the centre. We do not provide investment advisory services.
Financial & Goal Planning
A structured roadmap that connects your income, milestones and timelines (retirement, children's education, home and lifestyle) into one clear, reviewable goal charter.
Mutual Fund Distribution
Access to a curated set of mutual fund schemes across asset classes, executed and serviced with discipline. As an AMFI-registered distributor, we help you invest, review and rebalance.
Specialised Investment Funds (SIF)
Facilitation of SEBI's Specialised Investment Fund category for eligible investors seeking higher-ticket strategies beyond traditional mutual funds.
Insurance & Protection
Right-sizing life, health and general cover so your family and wealth are protected against the unexpected, matched to your actual need under our IRDAI licence.
Estate & Legacy Planning
Wills, nomination hygiene and succession structuring so your assets transfer smoothly and your intent is honoured, coordinated with empanelled legal professionals.
Fixed Income & Other Products
Bonds, fixed deposits, NPS, and access to PMS & AIF for eligible investors, completing your portfolio's stability and diversification layer.
A clear, four-step engagement
No jargon, no pressure. A repeatable process that keeps your plan on track, year after year.
Discover
A no-obligation conversation about your goals, cash flows, family responsibilities and existing investments.
Design
We assess the risk profile of you and your family members, then build a goal charter showing the gap for each goal.
Deploy
We help you act on the agreed next steps across funds, insurance and fixed income, with paperwork handled end to end.
Review
Periodic reviews and a written report after each one, so the plan adapts as your life, markets and goals change.
See how time and discipline compound
Model SIPs, lumpsums, step-ups, retirement, withdrawals and loans. Adjust the sliders for instant projections, for illustration only and not a promise of returns.
*All calculators use assumed rates of return and are for illustration only. SIP returns are compounded monthly; lumpsum returns yearly; figures are before tax. Mutual fund investments are subject to market risks and actual returns may be higher or lower. These tools are not investment advice or a guarantee of any outcome.
Why families choose us for the long run
Process-driven, not product-pushed
Every product discussion traces back to a goal in your plan. If it doesn't fit, we don't suggest it.
Long-term partnership
We're here for reviews, rebalancing and life's changes, not just the first transaction.
Transparent economics
Clear disclosure of how we're compensated by fund houses and insurers, with no hidden fees to you.
Protection built in
Insurance and estate planning are part of the plan from day one, not an afterthought.
One point of contact
A single relationship for funds, insurance, fixed income and estate, coordinated rather than scattered.
Structured reviews
Scheduled check-ins, a goal charter and a written report, so you always know where your plan stands.
Built for people with real decisions to make
HNIs & Families
Large-ticket portfolios, structured across generations with continuity in mind.
Professionals
Doctors, consultants and executives who want their money working as hard as they do.
Business Owners
Separating personal and business wealth, and planning for a clean succession.
Retirees & NRIs
Income stability, capital protection and tax-efficient structures for the years ahead.
Frequently asked questions
No. Arthaay FinServe is an AMFI-registered Mutual Fund Distributor and an IRDAI-licensed insurance distributor. We do not provide investment advisory services and do not charge advisory fees. We help you plan, choose and transact across products, and are compensated by the product manufacturers (fund houses and insurers) whose products we distribute.
We first assess the risk profile of you and each adult family member. We then list every goal with its target year and cost, add what you have already invested for it, and show the gap that remains on one goal charter. At each review we update the charter, agree the next steps with you, and send you a written report.
We earn commission or distribution fees from the fund houses and insurers whose products you invest in, disclosed transparently. You do not pay us a separate advisory or planning fee unless explicitly agreed in writing for a specific service.
SIF is an investment category introduced by SEBI that sits between mutual funds and portfolio management or AIFs, designed for investors who meet the minimum eligibility thresholds and want more sophisticated strategies. We facilitate access as a distributor; suitability and minimum investment norms apply.
Yes. We coordinate estate and legacy planning, including will structuring, nomination hygiene and succession, with empanelled legal professionals. Arthaay FinServe facilitates the process; legal drafting and advice are provided by qualified professionals.
You'll get an acknowledgement, and a member of our team will call you within one business day at the time you chose. The first conversation is free and carries no obligation.
Yes. Information you share is sent over an encrypted connection, stored in India with access controls, and used only to respond to your enquiry and provide the services you request. We never sell your data, and you can ask us to update or delete it at any time.
Your financial future deserves a plan built around you
Financial planning starts with your goals, responsibilities and life stage, not with a product. Tell us where you are today and where you want to go, and we'll help you build a structured path towards Financial Freedom.
Take the first step
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You have taken the first step. Now let's build the roadmap.
Thank you for sharing your financial aspirations with us, . Our team will review your responses and connect with you to understand your goals in greater detail.
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Because Financial Freedom doesn't happen by accident. It happens by design.