My Portfolio

Supporting Enterprises,
Nurturing Impact.

Welcome to Your Organization's Investment Journey

At Artham FinoMetry, we recognize the unique investment milestones and challenges faced by business houses and NGOs/Trusts. Whether you’re focused on optimizing cash flow or growing your assets, we provide tailored investment solutions to help you achieve your objectives with confidence.

What Are Your Investment Milestones?

Select Your Milestone

1

Short Term Cashflow Management

  • We want to manage cash surplus ideally lying in our Bank current account
  • Solution: Invest in Liquid, Short Term and Arbitrage Funds.
2

Regular Income Generation

  • We need stable and secure investment options for regular income.
  • Solution: Fixed Deposits, Bonds and Hybrid Mutual Funds
3

Long Term Growth Potential

  • We want to build a long term investment kitty for our future expansion.
  • Solution: Diversified Investment Portfolio
4

Security of our employees & their financial well being

  • We want to ensure our employees are financially taken care of.
  • Solution: Group – Health Care, Term Plan and Investment solutions.
Build Your Investor Persona Volitality Profiler

Our Tailored Financial Solutions

Select Your Solution

Fixed Income

For all your short to medium term milestones
If you prefer stable and secure investments with moderate growth.
  • Benefits: Predictable returns, lower volatility, capital preservation.
Discover Fixed Income Options

Mutual Funds

A core part of any investment portfolio
The right solution for your every need.
  • Benefits: Professional management, diversification,
    liquidity.
Explore Mutual Funds

Alternate Funds

New age PMSs, AIFs and Startup Funds
If you’re looking for new-age solutions with unique opportunities.
  • Benefits: Participation in upcoming new age ideas and
    solutions
Understand Alternate Funds

Insurance (Life/Health)

Protect your family from life’s uncertainties
Because you will need comprehensive protection for our family's financial well-being.
  • Benefits: Financial security, peace of mind, and coverage for medical expenses.
Learn About Insurance Plans

Creating Your Personalized Investment Roadmap

  • Understanding Your Milestones

    We start by listening to your investment milestones and understanding your unique needs.

  • Developing a Investment Portfolio

    We create a customized investment  portfolio based on your inputs.

  • Implementing the Portfolio

    We execute the portfolio and continuously monitor your investments.

  • Review and Adjust

    We regularly review and share our insights on your portfolio to optimize performance.

Ready to Invest in India’s Transformative Future?

Take the first step towards starting your investment journey in Indian Capital Markets, while staying abroad with Artham FinoMetry. Schedule a Meeting