When personal finance is interconnected, why do we take financial decisions in silos?
ArthaYantra was founded to answer questions like this and many others. The silo driven and product centric approach to personal finance has left most of the world’s middle class & upper middle class households without access to quality advice. Jargon filled conversations have alienated millions of families from the capital markets. We will change that.
ArthaYantra is on a mission to change the wealth management ecosystem by using technology in three ways, viz: provide comprehensive financial planning advice, interconnect various aspects of financial life and make customer’s goals the center of the advice, thus removing the jargon laced conversations.
To make high quality financial advice affordable to everyone, irrespective of their wealth status
Our advice puts customer at the center and optimizes his resources to work towards his goals. ARTHOS©, our award winning platform uses artificial intelligence based system and complex neural networks to generate advice across Investments, expense management, Insurance, Loans, estate planning, and taxes. The advice is explained by a certified personal advisor who breaks it down in a language that our customers understand.
Our innovations have been recognized at the global stage. We received Gartner’s Global Cool Vendor award for digital innovation – the only fintech startup in the world. We won Red Herring Global Top 100 startup award, were among the top 35 Fintech company in Asia as per Finovate, and have won NASSCOM emerge 50 Award.
Our top management is made up of a group of extremely passionate people who want to fundamentally shift the financial advisory industry, not only in India but globally. They come from organisations such as Amazon, Google, Deloitte and Bank of America and with experience across disciplines such as financial services, ecommerce, technology, logistics and supply chain. We work together with a mission to create the most customer centric financial services organisation in the world.
Since our launch, we have helped more than 120,000 customers across 650+ cities and 30+ countries. 64% of our customers have referred us to friends and 98% of our customer are satisfied with our services, a huge testimony to our core value of “Doing the right thing for the customer”.