Pune · Wealth consultancy · Serving clients across India
Mutual funds, SIPs, equity support, IPOs, insurance and portfolio reviews, for families, professionals and business owners across India. Every recommendation is matched to your goals, horizon and risk profile, and documented before you invest.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
About us
Most people in India do not have an investing problem. They have a noise problem: a neighbour who doubled his money in a small cap, a policy nobody understands, and an app that pings every time the Nifty sneezes.
ArthZen sits between you and that noise. We give your savings a structure with a purpose, a time frame and a review date, then revisit it when life changes. Unglamorous by design, and over a decade usually worth more than any single clever call.
If a product cannot be explained in two minutes, you should not be buying it.
Recommendations follow your goals and risk appetite, not what is selling this month.
Costs, commissions and risks are disclosed in writing before you commit.
Goal · Horizon · Instrument
Liquid and ultra short duration debt
Debt oriented and conservative hybrid
Balanced hybrid, shifted to debt as the date nears
Diversified equity, rebalanced periodically
What we do
Seven services covering the full journey, from a first demat account to a portfolio built over decades.
The core engine of most portfolios. We select schemes that fit your goal and horizon, set up the SIP, and keep you invested through the years that feel dull and the months that feel alarming.
Account opening, KYC, nomination and guidance on your first trades.
The offer document in plain terms, the ASBA and UPI mandate handled, and a clear view on whether to apply at all.
Term and health cover sized to your liabilities and dependants, through IRDAI licensed partners. Protection first, investment separately.
A structured look at everything you own: overlaps, costs, dormant policies, nominations and allocation drift.
Home, education, retirement or business runway. Each goal gets its own target, timeline and instrument.
Execution help for experienced traders. Derivatives carry a high risk of loss and most individual traders lose money.
That is what the first conversation is for. Bring your statements, policies and questions.
Book a consultationHow we work
The sequence matters. Jumping straight to product selection is how portfolios turn into a pile of unrelated decisions.
Income, commitments, existing investments, loans, dependants and the deadlines that matter. Nothing is recommended in this meeting.
A written plan: allocation, product choices, costs, risks and what a bad year looks like. Take it away and think it over.
Accounts, KYC, nominations, mandates and the first transactions, done with you rather than around you.
Periodic reviews for drift, performance in context, and changes such as a new job, a home loan or a new family member.
Why ArthZen
The same person handles onboarding, reviews and the call you make on a sharp market fall.
If a fixed deposit or repaying a loan suits you better, that is what you will hear.
Commissions, expense ratios, exit loads and lock-ins, explained before you invest.
We work within SEBI, AMFI and IRDAI norms. No assured returns, no tips, no unregistered advice.
Disclosures
ArthZen Solutions distributes and facilitates financial products. Mutual fund distribution is carried out under AMFI registration ARN: [add ARN]. Securities execution support is provided as an Authorised Person of [Broker name], SEBI Registration No. [add number]. Insurance is solicited through IRDAI licensed partners. We do not provide portfolio management or investment advisory services unless separately registered and disclosed to you in writing. Nothing on this website is an offer, solicitation or recommendation to buy or sell any security.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns. Derivatives trading carries a high risk of loss. Insurance is the subject matter of solicitation.
Questions
A SIP can start from ₹500 a month. Consistency and suitability matter far more than the opening amount, so we would rather begin small and correct than large and unsuitable.
The first consultation is free. For distributed products such as mutual funds and insurance, we are paid a commission by the product manufacturer, disclosed to you before you invest. Any fee based engagement is agreed in writing in advance.
No, and anyone who does deserves your suspicion rather than your money. Market linked investments carry risk, and past performance says nothing certain about the future. What we commit to is structure, disclosure and regular reviews.
No. Onboarding, documentation and reviews are handled digitally, so we work with clients across India. If you are in Pune, you are welcome at the office in Pimple Gurav.
Usually PAN, an Aadhaar linked mobile number, bank proof, a signature specimen and a photograph. Requirements vary by product, so we send a precise checklist rather than making you guess.
Usually, yes. Portfolios built over a decade collect overlapping funds, dormant policies, missing nominations and an allocation nobody chose on purpose. A review takes about an hour and tends to surface at least two things worth fixing.
We support experienced traders with execution and education. To be direct: derivatives carry a high risk of loss, SEBI studies have found that a large majority of individual F&O traders lose money, and the segment is unsuitable for most long term investors.
Book a consultation
You will hear from us within one working day. No call centre, no drip of sales emails, no obligation to invest.
