Investment Solutions
The right investment begins with understanding what your money needs to achieve.
Our investment solutions in India are built around your goals, existing investments, time horizon, liquidity needs and risk considerations before looking at individual solutions.
Mutual Fund Distribution
Deven Jaiprakash Shah — AMFI-registered Mutual Fund Distributor, ARN: 196174.
Mutual fund distribution services are provided in the capacity permitted by the applicable registration and regulatory framework. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Registration as a Mutual Fund Distributor should not be construed as registration with SEBI as an Investment Adviser. Any product-related communication and activity will be subject to applicable regulatory requirements.
Portfolio Management Services (PMS) Distribution
APMI-registered PMS Distributor — APRN: APRN00862.
Arthnirman facilitates access to Portfolio Management Services offered by the relevant portfolio management service providers, within the scope permitted by applicable requirements. The portfolio manager’s mandate, investment approach, eligibility criteria, fees, risks and other terms are governed by the relevant provider’s documentation.
PMS involves investment risk, including the possible loss of capital. Registration as a PMS Distributor does not make the distributor the portfolio manager and does not guarantee investment performance.
Alternative Investment Funds (AIFs)
Arthnirman facilitates access to Alternative Investment Funds within the scope of the applicable regulatory framework and the relevant engagement.
AIFs may involve substantial investment risk, limited liquidity, long investment horizons, complex structures and restrictions on transfers or withdrawals. Eligibility, minimum investment requirements, fees, strategy, risk factors and other terms vary by fund and are governed by the applicable fund documents.
Prospective investors should review the relevant private placement memorandum and other applicable documents and consider the risks and restrictions before making a commitment.
Bonds and Debentures
Bonds and debentures differ in their terms, credit quality, security, tenure, liquidity and repayment structure. Returns and repayment are subject to the terms of the instrument and the issuer’s ability to meet its obligations. The presence of a security, rating or stated coupon does not eliminate investment risk.
The role undertaken by Arthnirman in relation to a particular instrument or transaction will depend on the engagement and the applicable requirements. Prospective investors should review the relevant offer documents, terms and risk factors before proceeding.
Unlisted Shares
Unlisted shares may involve limited liquidity, restricted transferability, limited public information, uncertain valuation and difficulty in identifying a buyer or exit opportunity. There may be no readily available market price, and the value realised on a sale may differ materially from an indicative or estimated value.
The role undertaken by Arthnirman in relation to a particular transaction will be determined by the specific engagement and applicable requirements. Prospective participants should independently review the available information, transaction terms and associated risks.
Who We Serve
Different Financial Lives Require Different Conversations.
We work with individuals, families and business owners across life stages, helping them make informed, confident decisions about what comes next.
Business Owners & Entrepreneurs
From raising business capital and investing surplus funds to personal wealth, retirement and succession.
Professionals & Self-Employed Individuals
For people building wealth while balancing investments, family responsibilities and long-term goals.
HNIs & Affluent Families
For families looking to organise, manage and eventually transfer accumulated wealth across generations.
Individuals Planning for Retirement
From building the required corpus to planning income, liquidity and the role accumulated wealth will play after retirement.
Families Planning for the Next Generation
For families considering ownership, succession, estate structures and the eventual transfer of wealth and responsibilities.
FAQs
Frequently Asked Questions
Our Services
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Protect
Retirement Solutions
Plan for the transition from earning an active income to depending increasingly on accumulated wealth. We consider corpus, future income, inflation, liquidity, longevity and preservation. If you haven't started planning for retirement yet, now is a good time to begin.
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Fund
Loan Syndication & Business Finance
Finance should fit the business requirement. We help businesses assess funding needs, structure proposals and connect with appropriate lenders and funding sources.
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Estate & Succession Planning
Organise what you have built and plan how it should eventually pass on. From assets and ownership to wills, trusts and business succession, we help evaluate appropriate approaches and coordinate specialist expertise where required.
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