Discover Our Vision,
Trust Our Expertise.
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
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.
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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.
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 aspirationsGIFT 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