ArthaYantra
wealthtech-retail . personal finance management
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About
ArthaYantra is an online financial planning platform providing unbiased, holistic and personal financial advice.
ArthaYantra is an online financial planning platform providing unbiased, holistic and personal financial advice.
Focus
PRODUCTS & SERVICES
Risk Planning, Investment Planning, Tax Planning. It curtails unnecessary spending on financial advice by offering low cost tech-based innovative solutions.
REVENUE MODEL
Subscription based revenue model. Commission charged on products purchased
MAIN CLIENTS
Retail investors
EXISTING PARTNERSHIPS
Faujnet - To offer financial advice to their customer base.
PRIMARY PROBLEM SOLVED
Ability to interconnect various aspects of financial decision making to generate advice across investments, insurance, goal planning, tax planning, estate planning, expense managemenbt Access to high quality financial advice to middle Income households
INTELLECTUAL PROPERTY
Patent(s) FILED
COMMENT
It replaces the traditional human advisor and generates customized personal finance advice instantly
Traction
REVENUE
$100k - $499
REVENUE COMMENT:
For majority of the active customers, they execute more than 2 transactions through our platform
NUMBER OF TRANSACTIONS:
50 M
TRANSACTIONS VALUE:
8 M
ACTIVE USERS:
0.0600
ACTIVE USERS COMMENT:
Growing user base by 20% month on month
People
FOUNDERS
Nitin B. Vyakaranam
BOARD MEMBERS AND ADVISORS
Michael Meyer
Vikram Kuriyan
Vivek Mansingh
Ramana Sonti
NUMBER OF EMPLOYEES
51-200
INVESTORS:
Momentum
FUNDED
NO
DATE OF LAST FUNDING
Jan 2019
SEED CLOSED ON
Nov 2012
LISTED
NO
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ArthaYantra
About
ArthaYantra is an online financial planning platform providing unbiased, holistic and personal financial advice.
Focus
PRODUCTS & SERVICES
Risk Planning, Investment Planning, Tax Planning. It curtails unnecessary spending on financial advice by offering low cost tech-based innovative solutions.
REVENUE MODEL
Subscription based revenue model. Commission charged on products purchased
TOP PROBLEM SOLVED
Ability to interconnect various aspects of financial decision making to generate advice across investments, insurance, goal planning, tax planning, estate planning, expense managemenbt Access to high quality financial advice to middle Income households
PRODUCT DEVELOPMENT STAGE
V2.0 or BEYOND
PRODUCT DEVELOPMENT COMMENT
Arthos in a box to support deployment across multiple geographies and multiple regulatory environment
KEY DIFFERENTIATORS
Full Service Advisory Advice Driven Sales Proprietary Technology Exclusive Product Access
PRIMARY CUSTOMER TYPE
Enterprise - Others
Small And Medium Business - Other
Consumer
PRODUCT ATTRIBUTES
SaaS
Customer facing
Other
STRATEGIC CLIENTS AND PARTNERSHIP
SEBI : Registered with SEBI as investment advisor
Traction
ANNUAL REVENUE:
$100k - $499
REVENUE COMMENT:
For majority of the active customers, they execute more than 2 transactions through our platform
NUMBER OF TRANSACTIONS:
50 M
TRANSACTIONS VALUE:
8 M
ACTIVE USERS/ACCOUNTS:
130000 Million
ACTIVE USERS COMMENT:
Growing user base by 20% month on month
LIVE USERS/TRANSACTIONS:
Yes, in live production
How will you grow the number of users/accounts/transactions?
Digital Marketin and B2C sales
CHANNEL STATUS
MULTIPLE CHANNELS
NUMBER OF CLIENTS OR PAYING CUSTOMERS
3091
People
NUMBER OF EMPLOYEES
51-200
TEAM COMMENT:
Top management has deep domain expertise,a passion to redefine how wealth management works globally. We have a team of dedicated financial advisors,certified financial planners who work towards providing unbiased, holistic advice to customers
INVESTORS:
Momentum
FUNDED
YES
FUNDING COMPLETED
NO
LISTED
NO