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AMFI-registered · ARN-1272981

Goal Base Tailor Made Investment.Keep your wealth in sound Health and Grow with us.

For Healthy Wealth

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0Families advised
0Assets under distribution
0Active SIPs
Bluechip GrowthLarge Cap
Focused 30Flexi Cap
Prime EquityLarge Cap
Top 100Large Cap
OpportunitiesMulti Cap
Emerging BluechipLarge & Mid
Core EquityFlexi Cap
What you bought
0
schemes
What you actually hold
0
distinct stocks
Shared across 4+ funds
34% overlapUnique holdingsCash & debt
Illustrative. Your report is built from your own statement.
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AMFI Registered · ₹ 27 CrBSE StAR MF Member · 300+� · 5Direct-to-AMC settlement · 2008SEBI-registered AMCs onlyZero platform fee for investorsAMFI Registered · ₹ 27 CrBSE StAR MF Member · 300+� · 5Direct-to-AMC settlement · 2008SEBI-registered AMCs onlyZero platform fee for investors
Begin anywhere

Six places to start your journey.

No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.

Discover your investor personality

A short reflection to understand your risk appetite and ideal allocation.

Find your profile

Plan your financial goals

Retirement, your child's future or a new home. See what it really takes.

Map your goals

Analyse your existing portfolio

Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.

Upload your CAS

Explore curated investment baskets

Hand-built portfolios for every life stage, risk profile and ambition.

See the baskets

Compare fixed deposit rates

Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.

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Book a free consultation

Sit down with a Your company partner to map your goals, risk and next steps. No obligation.

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Curated baskets

Ready-made combinations, built around a purpose.

Each basket is a small set of schemes chosen for a specific job.

Wealth · 7+ years

Wealth Safe

Four equity schemes across large, flexi and mid cap.

Schemes4
RiskVery High
Min SIP500
Start SIP
Balance · 3-5 years

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Hybrid-led mix for medium-term goals.

Schemes3
RiskModerately High
Min SIP�
Start SIP
Tax · 3-year lock-in

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ELSS combination for old-regime tax planning.

Schemes2
RiskVery High
Min SIP�
Start SIP

Baskets are suggested groupings, not guaranteed outcomes.

Goal planning

A SIP without a reason is just a standing instruction.

Goal planning turns a vague intention into a dated target with a monthly number.

01

Name the goal and the year. Dates matter more than amounts at the start.

02

Inflate it forward. Future cost is modeled, not guessed.

03

Get a monthly figure. Allocation is matched to risk profile and timeline.

04

Review every year. We recalibrate as life and markets change.

Plan your goals

Illustrative example

An emergency fundSix months of expenses, kept liquid. The goal nobody wants but everybody needs first.
NOW
Down payment on a homeFive to seven years out. Equity exposure tapers down as the date approaches.
2031
Your child's educationTwelve to eighteen years. The one goal where the deadline genuinely cannot move.
2036
Retirement corpusTwenty years-plus. The longest runway you'll ever have, and the easiest to keep postponing.
2048
Whatever else matters to youA sabbatical, a wedding, a parent's medical corpus. If you can date it, we can plan for it.
YOURS
We only make money when you stay invested.
4,200+families across 60 cities
About us

We only make money when you stay invested.

Arthveda began in 2015 with one advisor and forty families.

We earn AMC trail commissions disclosed in your statements.

Money moves directYour investment goes from your bank to the AMC. It never passes through us.
Commission disclosedEvery rupee we earn on your folio appears in your CAS. Ask us anything about it.
No product targetsNobody here has an NFO quota or a monthly sales number to hit.
We answer on SaturdaysRedemption panic doesn't keep office hours. Neither do we.
AMFI ARN-198472BSE StAR MF 51204NISM-V-A CertifiedEUIN-E284519
Client voices

What people say after a few years with us.

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Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.

NAVKAR FINANCIAL on mobile

Your folios, without the eleven passwords.

Track goals, SIPs and statements in one place.

  • All folios and goals on one screen
  • Pause, step-up or start SIP in a few taps
  • Capital gains statement ready for filing
  • Chat with your distributor

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Consultation
NAVKAR A short reflection to understand your risk appetite and ideal allocation.