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.

Transparency: 

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



Product & Services Offered

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.