Know Artham FinoMetry
Founded by Experts, Trusted by Many
Artham FinoMetry, founded in 2015 by Tejas Shukla and Mumukshu Desai, is built on the strong foundation of ‘Shree Udgam,’ established in 1986. With over 40 years of combined experience, our founders bring unmatched expertise in market analysis and wealth management. Recognized by leading financial media like CNBC and The Economic Times, we are trusted by a diverse clientele, including individual investors, families, trusts, NGOs, educational institutions, and corporations. Our tailored investment solutions align with each client’s unique financial milestones.
Choose Your Ideal Investment Path
At Artham FinoMetry, we understand that your financial journey evolves over time. Our investment philosophy is designed to guide you through each stage of life, ensuring that your investment portfolio aligns with your milestones and aspirations.
Start with a strong foundation by building a long-term growth-oriented portfolio that fuels your ambitions. Whether you’re entering the workforce or pursuing higher education, this stage is about laying the groundwork for long-term success
Focus- Corpus Building and Growth Investing
- Start a SIP to harness the power of compounding for future wealth creation.
As your career progresses and your responsibilities grow, it’s time to optimize your investments. This stage is about balancing growth with stability to ensure you’re on track to achieve your long-term goals.
Focus- Diversification & Risk Management through Life & Health Insurance
- Add a mix of mutual funds, insurance, and alternative funds to your portfolio for a well-rounded financial strategy.
With children and other responsibilities, your focus shifts to your family’s future. This stage emphasizes long term as well as medium term milestones, ensuring financial security while planning for future needs.
Focus- Increase corpus and meet major family milestones
- Diversify into bonds and hybrid funds to safeguard your medium-term financial goals.
As you approach retirement, preserving your wealth and generating regular tax efficient income becomes the major focus. This stage ensures your investments are preserved, gives income and outlives you, providing peace of mind for you and your loved ones.
Focus- Asset Protection and Legacy Planning
- Establish estate planning through a will & invest in a combination of debt, hybrid, and equity alternatives to secure your legacy.
Your Next Step
Ready to tailor your investment strategy to your current stage in life? Discover how we can help you achieve your financial milestones with precision and confidence. Schedule a ConsultationSpecialized Services
At Artham FinoMetry, we recognize that wealth management is no longer just about following traditional paths—it's about anticipating and adapting to a rapidly changing investment landscape. As an investor, staying ahead means embracing these changes and seizing new opportunities that align with your milestones. Here’s how we make that happen. Explore Our Innovative Products
Startup Investment Opportunities
Unique PMS and AIF Options
GIFT City Solutions for NRIs and Foreigners
Core Offerings
We understand that your investment journey is as unique as you are. That’s why we complement our essential services with robust quantitative as well as forward-looking analysis, creating personalised, need-based investment portfolios tailored just for you. Explore Our Core Offerings
Mutual Funds
Fixed Deposits
Insurance
How We Work
At Artham FinoMetry, our process is designed to ensure that every step of your investment journey is meticulously planned and executed. Our dedicated team works closely with you to:-
Assess Your Needs
We start by understanding your financial milestones and volatility tolerance. -
Create a Custom Plan
Based on our assessment, we present a personalized investment strategy with detailed insights. -
Implement and Monitor
We help you execute your plan and continuously monitor your investments to ensure they remain aligned with your milestones.
Stay Informed, Stay Ahead
We believe in keeping our clients well-informed and engaged with the latest insights, trends, and news in the world of investments. We provide valuable resources that empower your investment decisions and keep you connected to the pulse of the market.
Indian Economy & Equity Market Outlook with Mr. Dinesh Balachandran, Fund Manager, SBI Mutual Fund.
Join us for an insightful 15-minute interaction between Mr. Tejas Shukla (Director, Artham FinoMetry) and Mr. Dinesh Balanchandran (Fund Manager, SBI Mutual Fund) about the outlook for the Indian equity market. We delve into medium-to-long-term trends, compare consumption vs. cyclical sectors, and explore the potential of green energy and electric vehicles. Gain valuable perspectives to help you navigate your investment decisions.
Market Outlook, Mid & Small Cap Strategy, and Business Cycle Funds | Mumukshu Desai & Vishal Biraia
In this insightful conversation, Mumukshu Desai, Director of Artham FinoMetry Pvt. Ltd., speaks with Vishal Biraia, Senior Fund Manager at Bandhan Mutual Fund. They discuss three crucial topics for investors: Stock Market Outlook, Navigating Mid & Small Cap Funds, and Understanding Business Cycle Funds. Whether you're an experienced investor or just starting out, this discussion offers valuable perspectives on how to optimize your investment strategy in the current market environment.