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Simplifying investing, intelligently.
Arthya Wealth and Investments Pvt. Ltd. is a wealth management firm driven by passion for intelligent investing and long-term wealth compounding. The firm believes wealth flows from energy and ideas, and approaches investing as its core purpose — its ‘Ikigai’. Arthya focuses on delivering high-quality investment solutions, simplifying the wealth experience, and building lasting client relationships grounded in integrity and trust.
{"core_belief": "Simplifying investing, intelligently.", "approach": ["Avoid unnecessary complexity in portfolio construction.", "Offer high-quality advice enabled by unique products and ideas.", "Focus on product suitability for clients, not sales-driven allocation.", "Avoid over-diversification and unnecessary product churn.", "Maintain strong controls on advisory process, execution and monitoring.", "Prefer institutional quality and defined processes over star managers.", "Use past performance as guidance, not as sole decision criteria.", "Actively monitor both entry and exit decisions."], "values": ["Integrity", "Empathy", "Commitment", "Humility", "Collaboration", "Continuous Learning"]}

Gaurav Arora
Founder & Managing Director | Principal Officer
Over 15 years of experience in private wealth management across investment advisory, product strategy, family office, credit structuring and fund management. Former CIO at ASK Wealth Advisors and Religare Private Wealth. PGDBM from IIM Bangalore.

Prateek Dhoot
Partner & Head – Products
14+ years of experience in wealth management across product management and investment advisory. Previously AVP – Products at ASK Wealth Advisors.

Nasreen Qureshi
Partner & Head – Client Services & Operations | Compliance Officer | Head of Customer Care
15+ years in financial services. Responsible for client experience, compliance oversight and operational excellence. Formerly with ASK Wealth Advisors.

Atul Bakshi
Partner – Client Relations (Indore)
16 years of experience in private wealth management. Previously associated with Citibank, Kotak Wealth and HDFC PBG.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.