COMPANY PROFILE

AMFI-Registered Mutual Fund Distributor

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Company Profile

ARTHA NIVESH FINSERVE PVT LTD, a Premier Wealth Management Company from Odisha, provides wealth management solutions to retail, HNIs & Ultra-HNIs as well as provides customized financial & investment solutions for Corporates.

Our Company Highlights:


  • Managed by a Team of Experts with a rich experience of more than Two-Decade plus excellence & expertise in Investment Advisory.

  • Among Eastern India’s fastest growing wealth management company in Retail space.
  • Managing more than Rs.80crores worth Asset under Management (AUM) across different asset classes including Mutual Funds, FDs, Bonds, Structured Products, Annuities, Term & Health plans.

  • Providing Customized Financial Planning solutions to more than 500 satisfied families.

  • Numerous Investor Awareness Programs conducted across Eastern India.

  • Comprehensive Investment Portfolio review & research through Online Investment Platform & Online Portfolio Tracking.

Our Mission

Our mission is to utilize optimum technology & transparency for providing our customers with customized wealth management solutions according to their needs & various life goals planning.

Our Vision

Our vision is to be the pre-eminent wealth management brand, driven by professional expertise, robust technology & knowledge inputs.