₹50M+ Assets Managed
500+ Happy Investors
10+ Years of Expertise
95% Success Rate
Your Trust, Our Strategy, Shared Profits

INVEST
WITH US

Earn Up To 10%+ Monthly Returns

Strategic portfolio management powered by market expertise, disciplined risk management, and data-driven investment strategies designed to help grow your wealth.

Professional Portfolio Management
Transparent Reporting
Risk-Focused Approach
Dedicated Investment Support

Investment Calculators

Run your own projections with our institutional-grade calculators. Visualize your wealth journey in real time.

Portfolio Growth Calculator

Initial Investment ₹5,00,000
₹10K₹1Cr
Monthly Contribution ₹25,000
₹0₹5L/mo
Expected Annual Return 12%
5%30%
Duration 10 Years
1 Yr30 Yrs
Projected Outcome
Estimated Portfolio Value
₹0
Total Invested ₹0
Total Profit ₹0
Wealth Multiple 0x
CAGR 0%

Goal-Based Planning

Wealth Goal ₹1,00,00,000
₹5L₹10Cr
Time Horizon 10 Years
1 Yr30 Yrs
Expected Annual Return 12%
5%25%
Current Savings (optional) ₹0
₹0₹50L
Monthly Investment Required
Required Monthly SIP
₹0
Your Goal ₹0
Total You'll Invest ₹0
Estimated Profit ₹0

Investment Requirement Finder

Tell us your desired return amount and we'll calculate the exact investment required and applicable return rate.

Investment Duration 3 Years
1 Yr15 Yrs
Return Rate Structure
Investment < ₹6.5L → 5%
₹6.5L – ₹9.99L → 10%
₹10L+ → 12%
Investment Breakdown
Required Investment
₹0
Applicable Return Rate 0%
Your Target Return ₹0
Total Corpus ₹0

Verified Performance

Institutional-grade reporting with full benchmark comparison. Our numbers speak for themselves.

ARTHA TRADE Growth Portfolio
vs NIFTY 50 Benchmark · FY 2019–2024
247% Total 23.8% CAGR
ARTHA TRADE Portfolio
NIFTY 50
NIFTY 500
5-Year CAGR
23.8%
vs 14.2% NIFTY 50 benchmark
Sharpe Ratio
0.72
Risk-adjusted return metric
Max Drawdown
-11.2%
vs -24.8% NIFTY 50 in same period
Alpha Generated
+9.6%
Annualized outperformance
FY 2020
+18.3%
vs NIFTY +7.1%
FY 2021
+62.4%
vs NIFTY +71% (COVID recovery)
FY 2022
+14.2%
vs NIFTY +19.1%
FY 2023
+22.7%
vs NIFTY +9.3%
FY 2024
+28.4%
vs NIFTY +27.9%
Animated Growth Story

5 Years. 247% Returns.
Watch It Happen.

ARTHA TRADE portfolio performance vs NIFTY 50 benchmark — frame-by-frame cinematic animation.

Portfolio Growth · FY 2019 → FY 2024
Base = ₹100 invested. Normalized for comparison.
ARTHA TRADE
NIFTY 50
NIFTY 500
Total Return
247%
FY2019 → FY2024
5-Year CAGR
23.8%
vs 14.2% NIFTY 50
Alpha Generated
+9.6%
Annualized outperformance
Max Drawdown
-11.2%
vs -24.8% NIFTY 50

Investment Philosophy

Three core principles that have guided every portfolio decision we've made across 15 years of market cycles.

Research-Driven Investing

Every position backed by deep fundamental analysis, sector research, and quantitative screening. We never invest in what we don't understand.

500+
Companies screened
annually before selection

Capital Preservation First

Protecting your wealth is the prerequisite to growing it. Strict position sizing, stop-loss discipline, and sector diversification limit downside at all times.

-11.2%
Max drawdown vs
-24.8% for NIFTY 50

Long-Term Wealth Creation

Compounding is the only free lunch in finance. We build portfolios with 5–10 year conviction, ignoring short-term noise that destroys wealth through overtrading.

23.8%
5-year CAGR through
multiple market cycles

Everything You Need.
Nothing You Don't.

Institutional-grade portfolio management made accessible to serious individual investors and family offices.

Personalized Strategies
Each portfolio is built around your goals, risk tolerance, tax situation, and time horizon. No cookie-cutter allocations.
Transparent Reporting
Real-time portfolio dashboard, monthly reports, and quarterly reviews. You always know exactly what we own and why.
Dedicated Portfolio Manager
Direct access to your manager via call, WhatsApp, and monthly 1:1 reviews. Not a chatbot. Not a call center.
Active Risk Monitoring
Daily portfolio monitoring with automated alerts. We act before problems become losses.
9.4
Client NPS
Segregated Accounts
Monthly Reports
Fiduciary Duty
AMFI Compliant
Direct Access

Market Intelligence

Institutional-grade research and market commentary to keep you informed and ahead of the curve.

Macro

India Rate Cycle: What the RBI's Pivot Means for Your Portfolio

With the RBI signaling a shift, we break down sector allocations that tend to outperform in early easing cycles.

June 2025 · 7 min read Read →
Sector

Manufacturing Renaissance: The India +1 Trade in 2025

Global supply chain diversification is creating a decade-long structural tailwind for Indian manufacturing. Here's how we're positioned.

May 2025 · 9 min read Read →
AI & Tech

Indian AI Plays: Separating Signal from Noise

Not every company adding "AI" to its strategy is worth your capital. We analyse which Indian tech companies have real AI moats.

May 2025 · 6 min read Read →

Market Portal FY 2019–2026

Real-time institutional-grade charts powered by TradingView. Track NIFTY 50, SENSEX, and sector indices across the full 7-year growth cycle.

Viewing: NIFTY 50  ·  Weekly · FY 2019–2026

7-Year CAGR (NIFTY)
+14.2%
FY 2019 → FY 2026
Peak (Oct 2024)
26,277
NIFTY 50 all-time high
SENSEX 7Y Return
+131%
Apr 2019 – Apr 2026
Our Portfolio Alpha
+6.8%
Above benchmark annually

Results That Speak

Hear from investors who have trusted us with their wealth journey.

As a doctor, I had no time to manage investments. My dedicated manager handles everything and calls me before every significant change. Exactly what I needed.

SP
Dr. Sunita Patel
Cardiologist · Bengaluru
₹50L invested, ₹82L corpus in 4 years

The monthly reports are institutional quality. I can see exactly where my money is, what changed, and why. Refreshingly honest about both wins and misses.

AS
Aman Sharma
CTO, Fintech Company · Pune
22.4% CAGR over 5 years

Schedule Your Portfolio Review

A 45-minute call with a senior portfolio manager. No obligation. No pressure. Just clarity on how to grow your wealth.

Current Portfolio Assessment
We'll review your existing investments and identify gaps, overlaps, and missed opportunities.
Personalized Strategy Draft
You'll leave with a draft investment strategy tailored to your goals — completely free.
100% Confidential
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