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About Artham Finometry

Founded in 2015 by Tejas Shukla and Mumukshu Desai, Artham FinoMetry Private Limited [AFPL] is India’s leading independent financial distribution firm based in Ahmedabad. We carry forward the legacy of ‘Shree Udgam,’ a proprietary financial distribution firm started in 1986. Our journey reflects our dedication to excellence and our commitment to providing personalized investment solutions.

Our Achievements

3000 +
Investors Serving Over 3000 Investors Across India and globe, we manage diverse portfolios and provide customized investment solutions.
600 Cr
Investments Managing ₹600 Crores of Investments.We ensure prudent management and growth of our clients' wealth.
12 +
Industry Experts Our team includes some of the brightest minds in the financial industry, dedicated to your peaceful investment journey.
75 +
Years Experience 75+ Years of Combined Experience. Our team brings a wealth of knowledge and expertise to every client interaction.

Our Philosophy: Investing with Insight and Expertise

We firmly believe that a successful investment journey is rooted in the ability to withstand all forms of external fluctuations-whether driven by market dynamics or personal circumstances. Our commitment lies in empowering investors with a deep understanding of the unique attributes of different asset classes and investment avenues. Equities, while offering the promise of significant long-term growth, are subject to inherent volatility. On the other hand, debt instruments provide stability, though typically yielding lower post-tax returns. The key to achieving your ideal investment outcomes lies in striking a well-balanced allocation between these asset classes.

  • Equity is a Wealth Creator

    Equities possess the potential to generate considerable long-term wealth.
  • Debt is a Wealth Preserver

    Debt instruments ensure stability and safeguard wealth during periods of market turbulence.
  • Asset Allocation is Crucial

    The optimal distribution of assets is essential for balancing risk and reward effectively.
  • Our approach ensures that your investment strategy is both resilient and aligned with your investment milestones.

Our Approach: Assess, Create, Implement

Our process is designed to provide you with clarity, confidence, and peace of mind throughout your investment journey. We follow a structured, three-step approach to ensure that every decision is meticulously planned and executed, reflecting your unique investment needs and milestones.
  • Assess Your Needs

    We begin by having an in-depth conversation to understand your investment milestones, volatility tolerance, and investment preferences. This comprehensive assessment allows us to gain deep insights into your aspirations and the financial landscape you wish to navigate.
  • Create a Custom Roadmap

    With a clear understanding of your needs, we craft a personalized investment strategy. This strategy includes optimum asset allocation, careful selection of suitable investment products, and a detailed investment roadmap. Every aspect of the strategy is tailored to meet your specific objectives, ensuring a focused and individualized approach.
  • Implement and Monitor

    Once your custom plan is mutually agreed, we handle the implementation of your investments. Our team diligently reviews your portfolio. We provide you with regular updates and feedback, so you can rest easy knowing your financial future is in expert hands.
This structured approach not only simplifies the complexities of the investment journey but also empowers you to achieve your investment milestones with confidence and ease.

Comprehensive Investment Solutions

Artham FinoMetry offers a wide array of investment products to meet diverse investment needs. Our range includes a combination of core and new-age investment products, ensuring a comprehensive solution for every investor.

Core Expertise

Mutual Funds

Diversified investment options for wealth optimization.

Fixed Deposits

Guaranteed returns, low risk, and capital preservation.

Health Insurance

Comprehensive healthcare coverage for medical expenses.

Bonds

Stable income generation with fixed interest rates.

Life Insurance

Protection and peace of mind for you and your family.

New Age Products

Startup Funds

Investment opportunities in emerging startups.

Alternative Funds

Distinct fund management strategies to cater to all your volatility appetite and investment aspirations

GIFT City Solutions

Unique investment solutions for NRIs and foreigners through GIFT City.

Ready to Begin Your Investment Journey?

Take the first step towards transforming your tomorrow with Artham FinoMetry. Schedule a meeting with our experts to discuss how we can help you achieve your financial milestones.

Schedule a Meeting