About

ArthaYantra was founded to redefine the landscape of wealth management industry. With the mission to make high quality financial advice available to everyone irrespective of their wealth status. By using technology in three ways, viz: provide comprehensive financial planning advice, interconnect various aspects of financial life and make customers goals the center of the advice, thus removing the jargon laced conversations. Our advice puts customer at the center and optimizes his resources to work towards his goals. ARTHOS, our award winning platform uses artificial intelligence based system and complex neural networks to generate advice across Investments, expense management, Insurance, Loans, estate planning, and taxes. The advice is explained by a certified personal advisor who breaks it down in a language that our customers understand.We are the only fintech startup globally to have been recognized by Gartner for digital innovation. Winner of Red Herring Global Top 100 startup award; Among the top 35 Fintech company in Asia as per Finovate, NASSCOM emerge 50 Award. One of the top 100 most innovative wealth management companies in the world by Fintech Global, 2019. Fintech of the year 2018 by AAA, The Asset Asian Awards, Top 5 in Asia and only company from India in the list.Since our launch, we have helped more than 200000 customers across 700+ cities and 30+ countries. 64% of our customers have referred us to friends and 98% of our customer are satisfied with our services, a huge testimony to our core value of Doing the right thing for the customer.Visit www.corporate.arthayantra.com to see how ArthaYantra can help employers with financial wellness program as employee benefit.

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