+91 99350 53717, +91 98185 19793 Phone
Contact@arthmantraa.com, Arthmantraa@gmail.com Email

About Us

Arth Mantraa

Who We Are?

Arth Mantraa is an investment advisory firm where we truly care about your financial present and future. Gaining your trust is an important part of our mission, so we take the time to get to know you and your situation and to formulate customized financial plans that helps you reach your goals. Enjoy the convenience of knowing that everything you need for financial health is available under one roof.

Arth Mantraa was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

We offer a vast array of funds (Regular & Dividend Plans) that spread across major asset classes to provide complete flexibility of choosing funds on the basis of their financial goals whether they are searching for a conservative, moderate or aggressive investment option to meet their preferences.

We also advise on a range of insurance policies for individuals, families, & businesses and vehicles.

Our Vision

To grow as the leading wealth management advisory in India by helping investors to achieve their financial goals.

Our Mission

Our mission is to make investing in financial market simple and accessible to everyone by educating them about wise investments.

Our Values

Investor first: 

Every decision at any level in this company shall be based on how it benefits and delights our investors.

Advising simple and beneficial products: 

If investing needs to be made simple, our suggested products need to be simple for investors.


Our business stands on the trust of our stakeholders including our investors and we achieve it by being completely transparent.

What We Do?

At Arth Mantra, we promote hassle free investing by aiming to do away with puzzling jargon, confusing paperwork and the physical effort. We believe in allowing our clients to make their investments from the space and time of their convenience – we’re always a phone call or email away of course!

Wealth Creation

Everyone has different financial goals and we offer personalized investment solutions according to your goals. We help you invest confidently. Explore well researched solutions best suited to your profile and needs. Create and manage your investment portfolio for life.

Investment Planning

Navigating the investment market can be tricky, but with our financial advisors on your side, you are in a great position to make wise and beneficial decisions. With our knowledge of the market, we will guide you in creating a strategy that works with your unique financial situation and aligns with your goals.

Retirement Planning

Retirement life is termed as second innings of one’s life after years of hard work. One gets time to fulfil long cherished dreams like travelling and pursuing a hobby like music or sports. A comfortable retirement life requires regular income which needs to be planned during working years only. Start early and invest in best mutual funds for retirement to ensure a regular flow of income for whole life.

College Planning

Education/College is a huge investment. If you are interested in creating a college fund for your child, it is important to have guidance on how much you should be putting away and how the education-loan system works. Our team can help you in saving for your child’s education, so they are in the best possible position to be able to afford the dream career.

Estate Planning

Creating an estate plan ensures that your family will be protected financially in the event of your death. That is why it is never too early or too late to begin planning your estate. Our team can help you with planning the future distribution of your assets so you know your wishes will be fulfilled.

Life Insurance

By investing in life insurance, you can help protect your loved ones in the case of your death by ensuring your income will be replaced. Our team can help you navigate different life insurance policies and choose the one that is best for your unique situation.


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Family Account

Access your family member's Portfolio
with one single login


Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.


Save Tax

Check out Tax Savings
and Invest into ELSS Funds



View your current market value,
your profits & losses.



Calculate the amount of wealth
required for your goal



Explore Mutual Fund schemes
and their performance


Focused Funds

Check out our recommended funds
and invest into them


Market Views

Get monthly market outlook
from the experts


Upload and save
your important documents.



Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

What are Mutual Funds?

A mutual fund is a professionally managed fund that pools the savings from many investors (individuals, companies, trusts, etc.) who wish to save and grow their money. However, they want to invest in such a way that there money works harder for them. So, their money is pooled together and managed professionally. Now, this requires specialised skill’s.  To do this, some organisations create mutual fund schemes which are managed by professional fund managers. Fund Manager decides which stock or bond to buy and how much. A mutual fund then distributes the entire investment amount in small units (called units). Investors can buy these units instead of buying stocks directly.

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Market Views

Key Market Events:


  • The Gross Domestic Product continued its downward spiral for the seventh consecutive quarter, falling to 4.5 per cent in the second quarter (July-September) of the year 2019-20
  • CPI inflation jumps to 4.62% in October 2019. Core CPI inflation dips to 3.44% in October 2019
  • Wholesale prices in India rose by 0.16 percent year-on-year in October of 2019, slowing from a 0.33 percent gain in the previous month and compared with market expectations of a flat reading.
  • The fiscal deficit for the period April-October was recorded at 102.4% crossing the full year target underlining the fiscal concerns for the government
  • India’s trade deficit narrowed to $11.01 billion in October from $18.0 billion a year ago, the trade ministry said on Friday, helped by lower oil imports.
  • Industrial growth shrunk for the second straight month in September, contracting by 4.3%, the most in nearly 8 years. The slide was mainly due to poor performance in the manufacturing sector, according to official data released on Monday.
  • India’s Manufacturing PMI rose to 51.2 in November from 50.6 in October, indicating little improvement in health of the sector.
  • The Union Cabinet approved the sale of the government's stake in BPCL, SCI, and Concor, as well as decided to cut shareholding in select public sector firms below 51%.

Debt Outlook:


  • The head line spiked as expected however the core data plunged to 3.44 which is a clear indication of a demand slowdown. As per the RBI outlook this is likely to stay in the range for coming year which is very positive for the rates cycle.
  • Brent crude oil fell back to ~US$60-62 per barrel despite all global news which took higher how ever its has cooled down faster than expected reflecting underlying weak demand i.e. slow world economy
  • The GDP growth was pegged at 4.5% which was marginally lower than consensus despite heavy lifting form the government spending. This will give RBI enough reason to go for the cut again. The only question arises is whether the cut is of 15bps or 25 bps.
  • India is probably preparing for inclusion in JP Morgan EM bond index. This will be a huge positive for long bonds
  • Liquidity is in huge surplus mode but market is yet to price this new phase. Positive liquidity is a more important tool than repo rate cut.
  • Global bond yields of developed economies continue to remain low or in the negative zone. This may lead to a chase for sovereign assets which are still offering high real rates sooner than later probably the index inclusion may act as a trigger
  • We expect at least 50-75 bps cut in the policy rates in FY 20. Market may still be in denial mode which gives a window of opportunity for the long term investors
  • In a nut shell key driver for returns will be corporate spread compression or flattening of the yield curve. It will start with AAA/PSU followed by NBFC/HFC like Bajaj/HDFC and then it may percolate to lower grade NBFC and other corporate bonds.
  • We believe that the investment opportunity in short duration bond funds, banking and PSU funds, credit funds and dynamically managed duration funds is still present and become more attractive. Investors may look to invest in the funds depending on the scale of risk appetite and the investment horizon.

Key Market Events of October 2019


  • India moved from 77th to 63rd position in the World Bank's Ease of Doing Business rankings this year.
  • In line with expectations, RBI MPC delivered a 25bps rate cut (taking cumulative cut to 135bps in 2019) and provided a strong forward guidance for further rate cuts to support growth
  • US Fed cuts policy rate by 25 bps, but signals pause in easing cycle
  • GST collection declined 5.29 per cent to Rs 95,380 crore in October 2019, in comparison to the same month last year.
  • Headline CPI rose to 4% yoy in September primarily led by vegetable price inflation
  • Aug IIP declined 1.1% yoy (capital goods -21%, consumer durables -9.1%), sharpest fall in industrial output growth since Feb’13 reinforcing fears of a structural slowdown and deteriorating consumer sentiment.
  • India Manufacturing PMI came in at 51.4 in September 2019, unchanged from the previous month's 15-month low.
  • Sep Trade Deficit narrowed to $10.9bn as deterioration in import growth outweighed exports. Import growth fell to a 3-yr low on lower oil, gold and capital goods whereas exports weakness was more broad-based.
  • The Union Cabinet raised Dearness Allowance of ~5mn government employees and ~6.5mn pensioners by 5% costing the exchequer approximately ~Rs160bn.
  • The International Monetary Fund (IMF) downgraded growth of the global economy. In the October World Economic Outlook, IMF forecast a 3 % growth in 2019, the slowest pace since the global financial crisis. It also estimated that the U.S.-China trade tensions will cumulatively reduce the level of global GDP by 0.8 % by 2020.
Ms Shibani Kurian - Head Of Research and Equity Fund Manager, Kotak Mutual Fund shares her outlook on the Indian equity market, the month gone by, sector outlook and strategies to focus on going forward.
09/12/2019 12:08:50
Ms. Lakshmi Iyer, CIO (Debt) & Head Products, shares her outlook on the Debt Market. She shares her view on the monetary policy, its impact on the bond market, Liquidity in the banking system, the way forward and strategies to focus on.
09/12/2019 12:08:19
Ms. Lakshmi Iyer, CIO (Debt) & Head Products, shares her outlook on the Debt Market. She shares her view on the month gone by, debt markets, liquidity, the way forward and strategies for investors to focus on.
20/11/2019 07:19:43

Contact Us

Phone +91 99350 53717, +91 98185 19793
Email Contact@arthmantraa.com, Arthmantraa@gmail.com
Address: Cabin Number 664, IV Floor, Padam Tower No. 1, 14/113, Civil Lines, Kanpur – 208001, UP, India
309/1, Shastri Nagar, Kanpur – 208005