Thinking And Planning For Your Future

Empowering You

Personalized investments, powered by insight. Strategies that align, outcomes that deliver. Driven by research, guided by your goals.

Strategic Solutions

We assist you in investing in solutions aligned with your goals, ensuring proper asset allocation and maximizing the tax efficiency of all investments.

Active Monitoring

We regularly review your investments, continuously monitor factors affecting the market, and rebalance your portfolio when necessary.

About US

Led by professionals from premier institutions like IIM Lucknow and IIM Calcutta, bringing top-tier expertise and strategic insight.
AMFI-registered Mutual Fund Distributor and boutique investment firm.
APMI-registered PMS and AIF Distributor.
Built on a foundation of trust, transparency, and client-centric values.
Tailored financial solutions aligned with individual goals and risk profiles.
Unbiased, research-backed investment advice.
Focused on long-term wealth creation and financial freedom.
Experienced team with multi-market cycle expertise.
Comprehensive approach combining consultation and market insights.
Committed to building lasting relationships through consistent value delivery.

Arthaorbit is a trusted and leading partner of a wide range of Asset Management Companies.

We work to find the best and most suitable solutions for our clients and provide advice and support in selecting the right funds for their needs. Our services cover asset management, portfolio engineering, financial planning, and wealth management. We also help clients evaluate their risk management strategies, identify investment opportunities, analyze market data and trends, and manage funds from different categories and asset classes.

Our Service

Giving You Financial Power

Arthaorbit is a technology-driven wealth management platform with a mission to give everyone the power of financial freedom. Our goal is to provide simple, efficient and convenient financial solutions to families, businesses and financial professionals.

Mutual Fund

A mutual fund is an investment vehicle that channels collective capital into diversified assets, managed to provide optimal risk adjusted returns, aligned with one's investment objectives.

Portfolio Management Services

A Portfolio Management Service (PMS) is a bespoke investment solution offering personalized asset allocation and active management for high-net-worth individuals to achieve optimized returns.

Fixed Income

Fixed income refers to investments like bonds and debentures offering regular interest payouts and principal repayment, ensuring stability and predictable cash flows.

Loans & Mortgages

Loans provide immediate capital for growth or consumption, but require careful management of interest costs and repayment schedules.

Health & Life Insurance

Insurance is an important form of financial protection for individuals and families to help cover the cost of medical care or untimely eventuality.

Alternative Investment Fund

The Alternative Investment Funds(AIFs) offers sophisticated investors access to unique investment opportunities beyond traditional instruments.

WHY US?

Customized Portfolio

Arthaorbit provides personalized asset allocation, fund selection, and investment strategies.

Wealth Management

Arthaorbit acts as a financial steward, managing investments, taxes, and wealth management.

Continuous Support

Portfolio reviews, market insights, and proactive communication to keep you informed.

Technology Driven

Real-time portfolio tracking and seamless digital services for enhanced client experience.

Our Client Says

Client testimonials

Handing over the reigns of my investment journey to ArthaOrbit was the best financial decision I’ve made till date. My portfolio consistently outperforms the market, allowing me the time and mental peace to focus on my career and family while my corpus grows hands-free

Rajesh Kumar Singh

AGM(Steel Authority of India Limited)

Their approach is data-backed that’s what sets them apart. I’ve gained complete clarity in my financial journey ever since I started investing with them

Dr Swati Paliwal

Senior consultant and Head of Department -Radiology

ArthaOrbit and Ashwin Bhalerao have made investing feel simple, transparent, and truly goal-focused. Their approach is professional, genuine, and easy to understand, even when it comes to complex financial decisions. We really appreciate the honest guidance, personalized attention, and the way every suggestion is explained with clarity and patience. The entire experience has been smooth and reassuring. Highly recommended to anyone looking for trustworthy, knowledgeable, and customer-focused investment guidance

Sunil Kumar

Businessman Delhi

ArthaOrbit and Ashwin Bhalerao have made investing simple, clear, and goal-focused. We truly appreciate the honest guidance and personal attention

Dr. Anil and Dr. Sunita Barkul

Chairperson Indian Medical Association-Beed

Investing with Arthaorbit changed my view of wealth. It’s not just about returns it’s about long-term security and peace of mind.

Mr. Rajendra Kumar Goyal

Senior Vice President - Pelatro

After years of managing patients, I realized managing money needs equal expertise. I entrusted my investments to Mr. Dhananjay Kumar and his venture Arthorbit, and have found complete peace of mind. Their team is knowledgeable, accessible, and truly personalized in their approach. Even my son now trusts them. I strongly recommend Arthorbit to anyone seeking professional wealth management.

Dr Anil Karlekar

MD Pune

My experience with Arthaorbit Financial services is as follows. Arthaorbit is led by tech and market savvy professionals namely Dhananjay Kumar, Anant Ramola and their team. They have done and are doing a fantastic job in financial management of my investment portfolio astutely keeping in pace with the market pulse and getting me returns which are beating the market. I wish them all the best and look forward for many more decades of association with them.

Anjan Roy

DIG (Retd) Indian Coast Guards

Arthaorbit has really given the best of service in the last so many years . Their honest approach and effective dealings , has helped immensely in optimising returns from my investments . Confidence that they inject in all related fields is praiseworthy. Wish them God’s speed and best of luck for all their future endeavours. Thanks to the entire team of Arthaorbit

AMFI Registered Mutual Fund Distributor