FOUNDER & ADVISOR
Aditya Agrawal
Welcome to ArthaNivesh. I am Aditya Agrawal — an AMFI-registered Mutual Fund Distributor (ARN-319248) and certified financial planner with over a decade of experience in helping individuals and families navigate their wealth creation journeys.
My journey into financial services began with a simple belief: every Indian deserves access to honest, transparent, and personalised financial guidance — regardless of whether they are just starting their career or planning a comfortable retirement. Over the years, I have had the privilege of serving 500+ families across India, managing assets worth over ₹50 Crore and guiding clients through some of the most significant financial decisions of their lives.
At ArthaNivesh, we do not believe in one-size-fits-all solutions. Whether you are a young professional setting up your first SIP, a business owner looking for tax-efficient investment strategies through ELSS, a high-net-worth individual seeking Portfolio Management Services, or a retiree planning to pass on wealth to the next generation — our approach is deeply personalised and goal-driven.
I hold an AMFI certification and am registered to distribute mutual funds across all leading Asset Management Companies (AMCs) in India. My expertise spans equity, debt, and hybrid mutual funds, Specialised Investment Funds (SIF), Portfolio Management Services (PMS), health and term insurance, and will preparation with estate planning.
What sets ArthaNivesh apart is our commitment to fiduciary principles. We recommend products and strategies based on what is genuinely best for our clients — not what generates the highest commission. Every recommendation is backed by thorough research, regulatory compliance, and a deep understanding of each client's unique financial situation.
I am based in [CITY] and serve clients across India through digital channels. I would love to be your financial partner on the journey to financial freedom and legacy creation. Please feel free to reach out for a free, no-obligation consultation.
Our Foundation
Our Mission
To democratise access to high-quality financial advice and make wealth creation, protection, and legacy planning accessible to every Indian family — with integrity, transparency, and personalised care.
Our Vision
To be the most trusted financial partner for 10,000 Indian families by 2030 — empowering them to achieve financial freedom through disciplined, goal-based investing and comprehensive financial planning.
Our Values
Integrity over commissions. Transparency over complexity. Long-term partnership over transactional advice. Client outcomes over product sales. Regulatory compliance without exception.
Our Journey
📋 Regulatory Information
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Aditya Agrawal is an AMFI-registered Mutual Fund Distributor. Insurance products are subject to terms and conditions of the respective insurers.