Artha Investment Services โ€“ Your Trusted Wealth Partner
โœฆ Our Story

Two Generations of Trusted Wealth Guidance

Since 1989, the Khandelwal family has been helping Indian families grow, protect, and pass on their wealth with integrity, expertise, and a deeply personal touch.

โ‚น100 Cr+
Total AUM
2200+
Client Families
35+ Yrs
Market Legacy
248+
SIP Investors
Our Legacy

A Family Built on Financial Trust

Artha Investment Services was born out of a singular conviction โ€” 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 โ‚น100 Crore in assets under management.

35+

Years of Market Legacy

Navigating every bull run, crash, and recovery โ€” together with our clients.

Our strength is not just knowledge โ€” 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.

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Om Prakash Khandelwal
Founder & Senior Advisor
๐Ÿ† 35+ Years in Capital Markets

A pioneer of mutual fund distribution in India, Mr. Om Prakash Khandelwal has built an unshakeable reputation over three and a half decades. His deep understanding of investor psychology, market cycles, and long-term wealth creation has made him one of the most trusted advisors in the region.

B.Com & M.Com โ€” Commerce Graduate with Post-Graduate Degree
35+ years in Mutual Fund Distribution & Financial Advisory
Veteran of every market cycle since the early 1990s
Pioneer of SIP culture โ€” helping families invest systematically
AK
Abhishek Khandelwal
Director & Investment Advisor
โšก Second Generation ยท IIT + XLRI

Bringing the analytical rigor of IIT Bombay and the financial expertise of XLRI, Abhishek represents the future of Artha Investment Services. As a SEBI Registered Mutual Fund Distributor (ARN 336285), he combines quantitative thinking with deep capital markets knowledge to deliver superior outcomes for clients.

B.Tech โ€” Indian Institute of Technology (IIT), Bombay
MBA Finance โ€” XLRI Jamshedpur (India's Premier B-School)
SEBI Registered Mutual Fund Distributor ยท ARN 336285
Expertise in SIF, derivatives, portfolio analytics & bonds
What Drives Us

Our Core Values

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Trust First

Every recommendation is made in your best interest. Always. Our reputation is built on relationships, not transactions.

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Transparency

Complete clarity on products, charges, risks, and expected outcomes. No hidden fees, no ambiguous advice.

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Education

We believe an informed investor is a confident investor. We invest time in helping clients understand their portfolios.

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Family Legacy

Multi-generational relationships are our greatest achievement. Many of our clients today were introduced by their parents.

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Discipline

We guide clients to stay invested through market volatility and rebalance regularly โ€” the discipline that creates wealth.

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Innovation

Classic values, modern tools. We bring new products like SIF and online portfolio tracking to traditional advisory.

โœฆ SEBI Registered ยท ARN 336285

Grow Your Wealth with Trusted Expertise

Two generations of financial wisdom. Over 35 years of market experience. Guiding Indian families toward lasting prosperity โ€” one investment at a time.

โ‚น100 Crore+

Assets Under Management
2200+
Client Families
35+
Years Legacy
248+
SIP Clients
ARN
336285
SEBI Reg.
What We Offer

Comprehensive Wealth Solutions

๐Ÿ“ˆ

Mutual Funds

SIP and lumpsum investments across equity, debt, hybrid and ELSS categories managed by India's top AMCs.

SIPEquityELSS
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SIF

SEBI's latest high-net-worth investment product offering sophisticated, actively managed strategies.

HNIโ‚น10L min
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Corporate Bonds

Earn predictable, superior returns through bonds from AAA-rated corporates and top-tier NBFCs.

FixedAAA Rated
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Loans

Home, business, personal and loan-against-securities from India's leading banks and NBFCs.

Home LoanLAP
โœฆ Our Offerings

Comprehensive Wealth Solutions

From growth-oriented equity investments to stable fixed-income products โ€” a complete suite of financial services personalised to your life goals.

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Mutual Funds

SIP ยท Lumpsum ยท Equity ยท Debt ยท Hybrid ยท ELSS

โ–ผ

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 โ€” matching your risk profile, time horizon, and financial goals with the right fund categories. Whether you want to save โ‚น500/month via SIP or deploy a large lumpsum, we have a solution.

Large Cap, Mid Cap & Small Cap Equity

ELSS โ€” Tax Savings under Sec 80C

Debt Funds & Liquid Funds

Balanced & Hybrid Funds

International / Global Funds

SIP, SWP & STP Strategies

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SIF โ€” Specialised Investment Fund

SEBI's new high-net-worth product ยท Min โ‚น10 Lakh

โ–ผ

Introduced by SEBI as a new asset class beyond PMS, SIF offers sophisticated investment strategies with enhanced flexibility for high-net-worth investors. Unlike regular mutual funds, SIFs can take long-short positions, invest in complex instruments, and follow concentrated strategies โ€” aiming for risk-adjusted alpha.

Minimum โ‚น10 Lakh investment

Long-short & hedging strategies

Enhanced portfolio flexibility

SEBI regulated & compliant

Suitable for experienced investors

Transparent fee structure

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Corporate Bonds

Fixed returns ยท AAA-rated issuers ยท Capital safety

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Corporate bonds offer the predictability of fixed deposits with significantly higher yields. We source bonds from top-rated companies and NBFCs โ€” giving you scheduled coupon payouts and capital protection at maturity. Ideal for conservative investors seeking better-than-FD returns.

AAA / AA+ rated instruments

Fixed, regular coupon payments

Higher yield than bank FDs

Secured & unsecured options

1โ€“5 year tenures available

NBFC & Corporate issuers

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Loans

Home ยท Business ยท Personal ยท Loan Against Securities

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We facilitate end-to-end loan processing through our network of leading banks and NBFCs โ€” ensuring you get the most competitive rates with minimal documentation hassle. From first home buyers to business expansion, we match you with the right lender.

Home Loan at competitive rates

Business & SME Loans

Loan Against Mutual Funds (LAMF)

Personal Loans โ€” quick disbursal

Balance Transfer facility

Top banks & NBFC tie-ups

Not sure which product is right for you? Talk to our advisors โ€” it's free.

โœฆ The Artha Advantage

Why 2,200+ Families Choose Artha

We don't just manage money โ€” we build long-term financial partnerships rooted in trust, expertise, and genuine care for your future.

01

IIT + XLRI + 35 Years

Unmatched combination of elite academic credentials (IIT Bombay, XLRI) and deep market experience under one roof โ€” for every client, big or small.

02

SEBI Registered & Compliant

Fully regulated by SEBI (ARN 336285). Your investments are managed under strict compliance norms with complete fee transparency and no hidden charges.

03

โ‚น100 Crore+ AUM

A proven track record of managing substantial wealth across multiple market cycles โ€” bull runs, crashes, and recoveries. Trust built over decades, not days.

04

Family-First Philosophy

Many of our clients today were referred by their parents. Multi-generational relationships are our greatest achievement and our greatest responsibility.

05

Full Product Suite

Mutual Funds, SIF, Corporate Bonds, and Loans โ€” a complete one-stop platform so you never need to go elsewhere for your financial needs.

06

Personalised Advisory

No cookie-cutter plans. Every portfolio is built around your specific life goals, risk tolerance, tax situation, and investment horizon.

How It Works

Your Journey With Artha

1

Free Consultation

A no-obligation discovery call to understand your goals, risk profile, and investment horizon.

2

Custom Strategy

A personalised investment plan across the right products aligned to your life goals and tax situation.

3

Seamless Onboarding

Paperless, digital KYC and investment setup. Start your SIP or investment within 24 hours.

4

Ongoing Review

Quarterly reviews, rebalancing, and proactive advisory to keep your portfolio on track.

โœฆ Get In Touch

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.

Let's Talk About Your Financial Goals

Whether you're just starting your investment journey or optimising a large portfolio, we bring the right expertise and genuine personal attention.

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Phone

+91-7257998321

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Email

arthainvestmentservices@gmail.com

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Website

www.arthainvestmentservices.com

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Working Hours

Monday โ€“ Saturday, 9:00 AM โ€“ 7:00 PM

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SEBI Registered Mutual Fund Distributor ยท ARN 336285

Book a Free Consultation

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