Arthya Wealth and Investments Pvt Ltd
AUM (Cr.)
137.38
No. of Clients
61
No. of Investment Approach
2
As On
31 October 2024
Arthya Wealth founded by Mr. Gaurav Arora in June’2020 as an integrated Wealth Management and Advisory platform offering wide range of investment solutions. At Arthya, their mission is intelligent simplification of the investment experience for clients; and thus they endeavor to offer uncomplicated, high-quality advice enabled by unique products and ideas across the investment ecosystem.The NBA All-Star Game is a basketball exhibition game hosted every February by the National Basketball Association and showcases 24 of the league’s Star players. At Arthya Investments, they take motivation from the ALL-STAR teams for our portfolios.As Creating a Winning Team is not Just about selecting the Best Performing Players at their Prime; It is also about creating the right Balance; and having a well-defined Strategy and ensuring flawless Execution. Thus, their All-Star portfolios are driven by three golden goals – Balance, Performance, Adherence. Arthya Investments currently offers four All-Star strategies – All-Star Multi-Cap, All-Star Core, All-Star Shariah, and All-Star Opportunities
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
All-Star Multicap |
FLEXICAP | 38.54% | 24.83% | 16.19% | NA | 15.73% |
All Star Opportunities |
MULTI CAP | 40.17% | 26.88% | NA | NA | 25.71% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Bhaskar Bukrediwala
Head - Portfolio Management Services
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News
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AMC Registered Address
712 THE SUMMIT BUSINESS BAY, 7th Floor, Near Western Express Highway,Off Andheri Kurla Road, Andheri East,MUMBAI,,MAHARASHTRA,INDIA,400069
SEBI Reg No : INP000007225
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.