ArthaYantra

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2012
LOCATION: India
Last Update: 08/09/2020

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About

ArthaYantra is an online financial planning platform providing unbiased, holistic and personal financial advice.

MEDICI Analysis

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

company provided insights

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:

Jupiter Capital

WFA Global Investments

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:

WFA Global Investments

Momentum

FUNDED

YES

FUNDING COMPLETED

NO

LISTED

NO

FUNDING SERIES
Series A
Apr 2017
USD3 M
Comment on Series A
Single Institutional investor