Two Generations of Trusted Wealth Guidance
Since 1989, We have been helping Indian families grow, protect, and pass on their wealth with integrity, expertise, and a deeply personal touch.
A Family Built on Financial Trust
Artha Investment Services was born out of a singular conviction — that every Indian family, irrespective of their wealth, deserves honest, knowledgeable financial guidance. What began as a one-man advisory practice in the early 1990s has grown into a trusted wealth management firm serving over 2,200+ client families with more than ₹100 Crore in assets under management.
Years of Market Legacy
Navigating every bull run, crash, and recovery — together with our clients.
Our strength is not just knowledge — it's continuity. The same family. The same values. Now with a powerful new generation amplifying decades of wisdom with modern analytical rigour and elite academic credentials.
A pioneer of mutual fund distribution in India, Mr. Om Prakash Khandelwal has built an unshakeable reputation over three and a half decades.
Bringing the analytical rigor of IIT Bombay and the financial expertise of XLRI, Abhishek represents the future of Artha Investment Services.
Our Core Values
Trust First
Every recommendation is made in your best interest. Always. Our reputation is built on relationships, not transactions.
Transparency
Complete clarity on products, charges, risks, and expected outcomes. No hidden fees, no ambiguous advice.
Education
We believe an informed investor is a confident investor. We invest time in helping clients understand their portfolios.
Family Legacy
Multi-generational relationships are our greatest achievement. Many clients today were introduced by their parents.
Discipline
We guide clients to stay invested through market volatility and rebalance regularly — the discipline that creates wealth.
Innovation
Classic values, modern tools. We bring new products like SIF and online portfolio tracking to traditional advisory.
Grow Your Wealth with Trusted Expertise
Two generations of financial wisdom. Over 35 years of market experience. Guiding Indian families toward lasting prosperity — one investment at a time.
₹100 Crore+
336285
Comprehensive Wealth Solutions
Mutual Funds
SIP and lumpsum investments across equity, debt, hybrid and ELSS categories.
SIF
SEBI's latest high-net-worth investment product offering sophisticated strategies.
Corporate Bonds
Earn predictable, superior returns through AAA-rated corporate bonds.
Loans
Home, business, personal and loan-against-securities from leading banks.
Comprehensive Wealth Solutions
From growth-oriented equity investments to stable fixed-income products — a complete suite of financial services personalised to your life goals.
Mutual Funds
SIP · Lumpsum · Equity · Debt · Hybrid · ELSS
Mutual funds are the most accessible and powerful wealth creation tool for Indian investors. We help you select from 1,000+ schemes across all AMCs — matching your risk profile, time horizon, and financial goals with the right fund categories.
Large Cap, Mid Cap & Small Cap Equity
ELSS — Tax Savings under Sec 80C
Debt Funds & Liquid Funds
Balanced & Hybrid Funds
International / Global Funds
SIP, SWP & STP Strategies
SIF — Specialised Investment Fund
SEBI's new high-net-worth product · Min ₹10 Lakh
Introduced by SEBI as a new asset class beyond PMS, SIF offers sophisticated investment strategies with enhanced flexibility for high-net-worth investors.
Minimum ₹10 Lakh investment
Long-short & hedging strategies
Enhanced portfolio flexibility
SEBI regulated & compliant
Suitable for experienced investors
Transparent fee structure
Corporate Bonds
Fixed returns · AAA-rated issuers · Capital safety
Corporate bonds offer the predictability of fixed deposits with significantly higher yields. We source bonds from top-rated companies and NBFCs.
AAA / AA+ rated instruments
Fixed, regular coupon payments
Higher yield than bank FDs
Secured & unsecured options
1–5 year tenures available
NBFC & Corporate issuers
Loans
Home · Business · Personal · Loan Against Securities
We facilitate end-to-end loan processing through our network of leading banks and NBFCs — ensuring you get the most competitive rates.
Home Loan at competitive rates
Business & SME Loans
Loan Against Mutual Funds (LAMF)
Personal Loans — quick disbursal
Balance Transfer facility
Top banks & NBFC tie-ups
Why 2,200+ Families Choose Artha
We don't just manage money — we build long-term financial partnerships rooted in trust, expertise, and genuine care for your future.
IIT + XLRI + 35 Years
Unmatched combination of elite academic credentials and deep market experience under one roof — for every client, big or small.
SEBI Registered & Compliant
Fully regulated by SEBI (ARN 336285). Your investments are managed under strict compliance norms with complete fee transparency.
₹100 Crore+ AUM
A proven track record of managing substantial wealth across multiple market cycles — bull runs, crashes, and recoveries.
Family-First Philosophy
Many of our clients today were referred by their parents. Multi-generational relationships are our greatest achievement.
Full Product Suite
Mutual Funds, SIF, Corporate Bonds, and Loans — a complete one-stop platform so you never need to go elsewhere.
Personalised Advisory
No cookie-cutter plans. Every portfolio is built around your specific life goals, risk tolerance, and investment horizon.
Your Journey With Artha
Free Consultation
A no-obligation discovery call to understand your goals, risk profile, and investment horizon.
Custom Strategy
A personalised investment plan across the right products aligned to your life goals.
Seamless Onboarding
Paperless, digital KYC and investment setup. Start your SIP within 24 hours.
Ongoing Review
Quarterly reviews, rebalancing, and proactive advisory to keep your portfolio on track.
Investment Calculators
See exactly how much is yours — and how much compounding added — at every milestone of your journey.
* All calculations are estimates based on assumed rates of return. Actual returns may vary based on market conditions. Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. LTCG tax calculation is approximate and based on current tax laws.
Start Your Wealth Journey Today
Reach out for a free, no-obligation consultation. Our advisors are available 6 days a week to help you make the right financial decisions.
✅ Request Submitted Successfully!
Thank you! We will reach out to you within 24 hours.