+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

·         The geo-political Risk which was triggered due to Coronavirus in Wuhan has become the 6 sigma event as feared. The slowdown fears are quickly becoming a reality.

·         The falling commodity prices and bond rally globally will help keep Indian rates lower.  This is positive for trade deficit however due to equity selloff INR will remain under pressure, which is manageable as RBI has enough reserves to fight the same.

·         If India continues to remain relatively unaffected from the COVID-19, it could spell positive for the country in attracting capital, tourism and jobs.

·         We believe we have seen peak of inflation in February  2020 with head line CPI at 7.59% . However based on current prices we expect the same to ease off to 7% and gradually trend towards the comfort zone. This will be positive from interest rates point of view given the overall environment inflation is what will be chased globally

·         The RBI announced LTRO worth 1lac cr which was much potent tool than a rate cut and we believe this LTRO will pull down and anchor the short term rates much closer to overnight rates as 1 Lac cr of fresh money will lead to at least 2-3 lac cr worth of demand for assets leading to spread compression.

·         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. 

·         The Budget presented a policy continuum, with focus on fiscal prudence and some steps in capital markets, especially to help India Inc access global financial markets.

·         The last 18 months have seen risks emerge from wholesale funded NBFC, over-leveraged promoters having difficulty to roll-over debt etc. Over the few months, lot of these companies have managed to raise capital which is an encouraging development. With RBI introducing newer measures to help in transmission of interest rates, this fall in borrowing costs to India Inc will be viewed positively by markets.

·         Coronavirus – while initial impact was localised to Chinese economy and therefore the supply shock given large export from China, the spread of virus globally now risks creating a demand shock as well. While global coordination of policy makers and containment of virus and improvement in drugs to counter will reduce the longer term impacts of this shock, near-term will be dominated how the virus stats develops, especially in developed world.

·         While near term uncertainty induces volatility in asset prices, in the long run, wealth creation in equities is a function as how businesses can profitably grow over their cost of capital sustainably. Given the long-range of reforms introduced, we believe longer-term prospects of Indian equities is quite encouraging and we would advise investors to benefit from such induced volatility.

·         Time in the market is more important than timing the market - recently, markets volatility has moved up and investors can benefit from this volatility by focusing on disciplined investing and asset allocation.

Debt Outlook:

  • We believe we have seen peak of inflation in January 2020 with head line CPI at 7.35% . However based on current prices we expect the same to ease of to 7% and gradually trend towards the comfort zone. This will be positive from interest rates point of view
  • The government admitted to a fiscal slippage and pegged the Fiscal Deficit at 3.8% for FY20. But it stuck to the glide path the next year has been pegged the Fiscal deficit at 3.5%. To its credit, the government did not increase the market borrowing for the current year and next year borrowing program was also as per market expectations. We will have to see how soon India will be a part of Global Bond Index for further direction.
  • The geo-political Risk has moved from US-Iran to china WRT to Wuhan – Coronavirus. As of now the risk of a global slowdown is increasing i.e positive for interest rates. • Global risk-off led to bond yields falling sharply in US Treasuries;. The yields of other developed economies also continue to remain low. This may, sooner than later, lead to chase for Indian sovereign assets which are still offering high real rates.
  • As we said earlier, India is probably preparing for inclusion in Global EM bond indices. The union budget has paved the way for the same and hopefully this may see the light of the day by end of the year. 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.
  • We maintain that due to ‘operation twist’ the rate cut cycle has been elongated by at least 6m. We expect at least 25-50 bps cut in the policy rates in CY20. 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 becoming more attractive. Investors may look to invest in the funds depending on the scale of risk appetite and the investment horizon.
Debt Market Outlook:
12/03/2020 09:44:46
Equity Market Outlook:
12/03/2020 09:44:20
18/02/2020 18:22:10

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