Arthum Wealth Services helps individuals build portfolios that match their risk, goals and time horizon — backed by deep international equity research and a curated list of mutual funds, insurance and fixed-income products.
◉ Based in Nagpur, Maharashtra · Serving investors across India
From your first SIP to retirement income and protection — get one professional managing the full picture, instead of juggling agents, apps and bank RMs.
Hand-picked equity, debt and hybrid schemes mapped to your risk profile and goals. Active reviews and rebalancing.
Explore 02 / HEALTHFamily floater and individual plans that actually pay claims — chosen on coverage, not commission.
Explore 03 / TERMPure protection at the lowest honest premium, sized to your income, liabilities and dependents.
Explore 04 / NPSBuild a tax-efficient retirement corpus with the right scheme preference and auto/active choice.
Explore 05 / FDBank and corporate FDs for the stable layer of your portfolio — laddered for liquidity.
Explore 06 / LASUnlock liquidity without redeeming — keep compounding, borrow at attractive rates.
ExploreMost distributors push a top-10 list. We study global equity trends, sector rotations and fund-house philosophies before recommending what fits your risk and growth target.
Every recommendation is anchored to a goal: retirement, child's education, home, FIRE. Products follow strategy.
We track US, EU and EM equity flows to spot what's leaking into Indian markets — and position you ahead of the curve.
Distributor commissions are paid by AMCs from the scheme's expense ratio. No hidden fees, no advisory invoices.
"Utkarsh restructured a portfolio of 18 random funds into 6 that actually map to my goals. My SIP discipline has never been better."
"He explained term insurance and NPS in 30 minutes flat — no jargon, no pressure. We bought the cover that fit, not the one with highest commission."
"The international research perspective is what hooked me. I finally understand why my portfolio holds what it holds."
Fill the form, WhatsApp us, or jump straight into onboarding via the Google Form or AssetPlus quick-start link.
30-minute discovery call. No commitment. Walk away with a clear next step even if we never work together.
ARTHUM