Arthum Wealth helps individuals build portfolios that match their risk, goals and time horizon — backed by deep international equity research and a curated list of mutual funds, insurance and fixed-income products.
◉ Based in Nagpur, Maharashtra · Serving investors across India
From your first SIP to retirement income and protection — get one professional managing the full picture, instead of juggling agents, apps and bank RMs.
Hand-picked equity, debt and hybrid schemes mapped to your risk profile and goals. Active reviews and rebalancing.
Explore 02 / PMSConcentrated, high-conviction strategies from SEBI-registered portfolio managers — held in your own demat account.
Explore 03 / AIFPrivate credit, pre-IPO, venture and long-short strategies across Category I, II and III.
Explore 04 / SIFSEBI's new category between mutual funds and PMS — long-short equity, debt and hybrid strategies.
Explore 05 / TERMPure protection at the lowest honest premium, sized to your income, liabilities and dependents.
Explore 06 / NPSBuild a tax-efficient retirement corpus with the right scheme preference and auto/active choice.
Explore 07 / FDBank and corporate FDs for the stable layer of your portfolio — laddered for liquidity.
Explore 08 / LASUnlock liquidity without redeeming — keep compounding, borrow at attractive rates.
ExploreMost distributors push a top-10 list. We study Indian market cycles and global equity trends, sector rotations and fund-house philosophies before recommending what fits your risk and growth target.
Every recommendation is anchored to a goal: retirement, child's education, home, FIRE. Products follow strategy.
We track US, EU and EM equity flows to spot what's leaking into Indian markets — and position you ahead of the curve.
Distributor commissions are paid by AMCs from the scheme's expense ratio. No hidden fees, no advisory invoices.
I wanted to give my granddaughter something that would stay with her for years, rather than just a traditional gift. Utkarsh helped me turn that thought into a meaningful investment for her future. He patiently explained the options, understood what I had in mind, and made the entire process very simple for me. Knowing that this investment can grow alongside her and be there for an important milestone in her life makes me very happy. I am more than happy with his in-depth knowledge and customized solutions provided.
Fill the form, WhatsApp us, or jump straight into onboarding via the Google Form or AssetPlus quick-start link.
Pick a slot below for a free 30-minute discovery call. No commitment — walk away with a clear next step even if we never work together.
Explainers on mutual funds, SIFs, PMS and tax — written the way we'd explain them on a call.
ARTHUM