My Portfolio

Your Wealth,
Our Commitment.

Welcome to Your Family's Investment Journey

At Artham FinoMetry, we understand that every family is unique. Whether you’re planning for your children’s education, securing your family’s future, or preparing for a comfortable retirement, we offer tailored investment solutions to help you achieve your objectives with confidence.

What Are Your Investment Milestones?

Select Your Milestone

1

Funding for Children's Education

  • We want our children to have the best education possible.
  • Solution: Invest systematically in a combination of Equity Mutual Funds, Children’s Gift Funds and Unit Linked Insurance Plans.
2

Securing Retirement

  • We’re looking to retire comfortably and maintain our lifestyle.
  • Solution: Invest in a combination of FDs/Bonds, Mutual Funds, Alternate Funds and Startup Funds for long term wealth creation.
3

Wealth Preservation

  • We want to protect our wealth and grow it sustainably.
  • Solution: Invest in a combination of Fixed Deposits, Bonds and Hybrid Funds for regular tax efficient income.
4

Risk Management

  • We need to safeguard our family against unforeseen events.
  • Solution: Buy optimal Life Insurance and Health Insurance coverages for you and your family.
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 Transform Your Family's Investment Journey?

Take the first step towards building a prosperous future for your family with Artham FinoMetry. Schedule a Meeting