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Profile for Artham Finserve

Artham Finserve is a privately owned boutique wealth management outfit based out of Surat. Artham Finserve was founded in 2002 with a vision to manage the needs of all kinds of investors. Today, recognised as one of the most trusted wealth management entities in Surat.
Over the years we have been able to provide.

1.Personal and Hands-On approach: All the clients of the firm interact directly with the founders. Founders have ensured efficient communication within the organisation that even in the absence of one founder, the investor/client will have access to all his requirements.

2.Wide Range of Products: We do not believe in one size fits all. Right from simple and traditional products like Mutual Funds, Insurance, etc. to complex products like Global Alternative Investment Funds, Venture Capital Funds, Real Estate Investment Options and many more. We have been a one-stop solution for Retail Investors, HNI and UHNIs and even Corporates.

3.Adequate Insights: We have been able to provide regular insights to our investors at regular junctures of the economy that allow their portfolios to be robust and be ready to capture emerging opportunities and the next big thing.

 

Vision

Company’s vision is to provide the comprehensive benefits of globally acclaimed investment practices to local investors by providing them the finest products & services.

Mission

 Our Mission is to work as our Investor clients Consultant by providing them the finest products & services, as per their individual financial goals while undertaking proper risk assessment.  

Our Values

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Quality

Assured quality services through ongoing Value Based Research, Compliance of latest business practices & Adherence to Industry Norms

Reliability

Reliability gained through continuously refining & revolutionizing as a basis of excellence. Artham Solutions Pvt. Ltd. is a Chartered Financial Goal Planner, which continuously works on ‘Knowledge Upgradation’ to make its offerings (i.e. products & services) reliable.

Transparency

Transparent & Ethical practices are ensured along with the optimum use of advanced, quick & secure Technological platforms (like Mobile, Tablet, Laptop and Desktop).

Harmony

Emphasis on following Harmonized Business Policies, institutionalized through disciplined practices & professional work environment to offer the most appropriate Wealth Solutions.

Customer Centricity

Customer Centric Approach is adopted to provide customized service as per the needs and risk appetite of each customer.

Vibrancy

Fostering Vibrancy by continually spreading awareness of changing industry trends across the client base, by regularly organizing awareness initiatives (i.e. Financial Training Programs & Workshops).

Artham Journey

2001
Date of Incorporation 100%
2002
Birla Sun Life Securities Ltd 100%
2003
Motilal Oswal Securities 100%
2004
Birla Sunlife Distributors KLUB20 Premium Award 100%
2005
Commodity exchange 100%
2006
IPO Funding 100%
2007
Loan against Shares (LAS) 100%
2009
SLBM (Stock Lending & Borrowing) 100%
2012
NCDXCX 100%
2008
HDFC MF Upper Crest Award 100%
2010
Birla Sun Life Appreciation award 100%
2012
Pyramid Strategy 100%
2009
SLBM (Stock Lending & Borrowing) 100%
2011
Moving to new Bigger Office Premises 100%
2012
Pyramid Strategy 100%
2013
Currency 100%
2015
US Real Estate Investment Service 100%
2017
AIF [Alternate Investment Fund] 100%
2018
Estate Planning{Will & Trust} 100%
2021
Real Estate Global Investment Product 100%
2014
Private Equity 100%
2016
Structure Products & Unlisted Shares 100%
2018
Buy Out Product 100%
2019
Mutual Fund PMS 100%
2021
Bigger Workplace 100%
2014
PMS 100%
2017
Advisory 100%
2018
Global Product [Dollor SIP] 100%
2020
Global ETF product 100%
2001-2005
👉Date of Incorporation
👉Birla Sun Life Securities Ltd
👉Motilal Oswal Securities
👉Birla Sunlife Distributors KLUB20 Premium Award
👉Commodity exchange
👉Commodity Start & Insurance (Birla Sun Life )
👉Mutual fund & Equity ARN Registered
2006-2010
👉 IPO Funding
👉Loan against Shares (LAS)
👉HDFC MF Upper Crest Award
👉SLBM (Stock Lending & Borrowing)
2011-2015
👉Moving to new Bigger Office Premises
👉Currency
👉Private Equity & PMS
👉US Real Estate Investment Service
2016-2020
👉Structure Products & Unlisted Shares
👉Advisory & AIF [Alternate Investment Fund]
👉Buy-Out Product,Global Product [Dollor SIP] & Estate Planning{Will & Trust}
👉Mutual Fund PMS
👉Global ETF product
2021-2022
👉Real Estate Global Investment Product & Bigger Workplace
👉P2P Platform
👉Long short Investment
👉 Start-Up Investment
👉Global Platform for Equity, Mutual Fund(ETF)
👉Advisory , Foreign Equity Advisory