Artham brings together access and execution across public markets, alternatives and private markets, global and NRI requirements, and succession and continuity. Each category has different eligibility, risks, costs, liquidity and documentation - all of which are explained before proceeding.
Build and compound wealth through a range of public-market opportunities. Artham supports access, documentation and execution through the relevant registered arrangements, with each investment approach explained on its own terms.
Public Markets
Access to mutual funds, direct equity, fixed income and other permitted public-market opportunities through applicable registered arrangements.
Portfolio Management Services
Access to SEBI-registered PMS providers for investors who meet the applicable regulatory minimums and eligibility requirements.
Direct Equity
Broking and platform access through Artham's verified association with Motilal Oswal, with the description of this relationship subject to registration approval.
Fixed Income
Access to available bonds, debentures and other fixed-income categories across different issuers, structures and tenors.
Diversify beyond traditional markets through carefully evaluated alternative and private-market opportunities. These investments may involve higher minimums, longer holding periods, limited liquidity and more complex structures, which are explained before execution.
Alternative Investment Funds
Access to SEBI-registered Alternative Investment Funds across permitted categories and strategies, subject to investor eligibility and the applicable offering documents.
Private Credit
Access to private credit opportunities and lending strategies, with attention to underlying structures, counterparties, security and liquidity considerations.
Private Equity
Access to private-market opportunities and funds investing in established and growth-stage businesses, subject to investor eligibility, liquidity and investment-horizon considerations.
Venture Capital
Access to early-stage investment opportunities through eligible funds, designed for investors with higher risk tolerance and longer investment horizons.
Artham supports NRI clients and Indian residents exploring permitted global routes, with documentation and execution coordinated through applicable platforms and specialist partners.
Global Investments
Platform access to international listed companies, ETFs and other permitted global investment opportunities.
NRI Solutions
Support for KYC, account structures, documentation and execution in India for non-resident clients, subject to applicable regulations.
Cross-border Planning
Coordination of investment routes, documentation and specialist inputs for clients managing financial interests across jurisdictions.
LRS-linked Execution Support
Coordination of platform and documentation for resident Indians using the Liberalised Remittance Scheme, subject to prevailing rules and limits.
Protection and succession sit alongside investment decisions rather than apart from them. Artham coordinates insurance and works with specialist partners so that estate, succession and family governance requirements stay connected to the wider financial picture.
Insurance
Protection cover coordinated across insurers, with the terms, exclusions and claim considerations explained before purchase.
Estate Planning
Coordination with specialist legal and estate partners so that estate documentation stays aligned with the wider financial plan.
Succession
Support in coordinating succession requirements so wealth can transition with greater clarity and continuity across generations.
Family Governance
Coordination of family-level conversations, structures and specialist inputs to help preserve clarity and continuity across generations.
Relationships are ourstrongest proof.
I have been associated with Artham Finserve Pvt. Ltd. for many years, and my experience has been exceptional throughout. Dharmesh Bhai has always guided me with honesty, clarity, and a long-term perspective on wealth creation. What I value most is his ability to understand my financial goals before recommending any investment solution. Every interaction reflects professionalism, transparency, and genuine client commitment.
RAVI SAVANII have been associated with Artham Finserve Pvt. Ltd. for several years, and the journey has been built on trust and consistency. Dharmesh Bhai has always been approachable, knowledgeable, and committed to protecting my long-term financial interests. His practical advice and well-researched investment approach have helped me stay confident through different market cycles.
MAYUR DUNGRANIArtham Finserve has been my trusted investment companion for over two decades. I began working with them without even meeting in person—their professionalism and responsiveness immediately inspired confidence. Founder Dharmeshbhai has built Artham on values of integrity, trust, transparency, thoroughness, and a personal touch. With this foundation, I rely on Artham for well researched, goal-oriented strategies that navigate market uncertainties.
ABHAY SHARAD POTDARI have been with Artham Finserve since 2012 , and it has been a truly rewarding wealth creation journey. Under the guidance of Dharmeshbhai, I have made several investment decisions with confidence and clarity. Their disciplined approach, transparent advice, and deep understanding of financial markets have always stood out. What I value most is the long-term relationship built on trust rather than short-term returns.
RAHUL KUMARTell the Artham team what you are exploring. We will explain the relevant route, Artham's role, the documentation involved and what information you should review before deciding whether to proceed.
