Our Mission
To provide the highest quality financial services to individuals and businesses alike. We are committed to educating our clients on smart investment strategies and effective risk management, enabling them to make informed and confident financial decisions.
Our Vision
To create financially independent individuals who can achieve their personal and professional goals. We aim to provide expert guidance that transforms ambitions into reality — whether it’s buying a dream home, funding education, or retiring comfortably.
Our Approach
We offer personalized financial planning tailored to your unique needs, built on transparency and trust. Our long-term partnership ensures your investments evolve with you over time.
80%
Client Achievement
there Goal
We collaborate with you to bring your vision to life.
Aartha Investments was founded by Mr. Aarya Mahesh Behere, a registered Mutual Fund Distributor with years of experience helping clients grow wealth responsibly. Inspired by the belief that every individual deserves financial independence, Aarya started the company to bring clarity, transparency, and personalized guidance to the world of investments.
Many investors struggle to navigate the complex financial ecosystem. From choosing the right mutual fund to understanding tax implications, mistakes can cost years of growth. At Aartha Investments, we simplify this process and help you invest wisely, plan efficiently, and grow steadily.
Discover more usInnovative strategies for tomorrow
- Goal-Based Investment Planning
- Smart Fund Selection
- SIP & Lump-Sum Strategies
- Portfolio Review & Optimization
- Dynamic Portfolio Rebalancing
- End-to-End Support
We provide end-to-end investment and wealth management services
Mutual Fund Investments
We help you grow and manage your wealth through handpicked mutual funds designed for your goals, time horizon, and risk appetite.
Investment Options We Offer
- SIP: Start small, invest regularly, and let compounding work for you.
- Lumpsum Investment: Ideal for long-term wealth creation with one-time investments.
- STP: Smartly transfer funds between schemes to manage risk.
- SWP: Create a regular income from your investment corpus.
Goal-Oriented Financial Planning
Every financial dream deserves a clear plan. We design customized investment strategies for your life goals such as:
Life goals such as
- Education
- Marriage
- Home Purchase
- Retirement
- Vacation
- Regular Income
- Business Expansion
Financial Consultancy
Expert, unbiased, and personalized advice — designed around you.
Our Consulting Covers:
- Portfolio review & restructuring
- Tax-efficient investment planning
- Risk profiling & asset allocation
- Long-term wealth strategy
- Ongoing monitoring & periodic review
Tax & Investment Planning
Save more while growing smarter. We build tax-efficient portfolios for maximum benefit.
Includes:
- Section 80C / 80D optimization
- ELSS and tax-saving mutual funds
- Capital gains tax management
- Strategic tax-efficient investment structures
Portfolio Review & Optimization
Once your portfolio is reviewed, we help you manage it effectively for maximum growth.
Our Portfolio Management Includes:
- Restructuring underperforming investments
- Regular tracking & quarterly reports
- Goal-based rebalancing
- Profit booking & reinvestment strategy
- Continuous guidance & monitoring
Financial Wellness Programs
Empower your team with financial knowledge. We partner with organizations to promote financial well-being and long-term wealth creation for employees.
Programs Include:
- Employee financial awareness & SIP workshops
- Tax-saving and investment planning sessions
- Exclusive investment solutions for employees
- Leadership-level wealth management support
People we always help
100+
Asset allocation has been done We implement asset allocation and wealth growth strategies for clients throughout India.
Your financial journey deserves a partner who never lets go.
Whether you're beginning your first SIP, planning your dream home, or building wealth for the future, we will walk alongside you.
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100+
Customers are served by our Investment Firm
We are dedicated to delivering exceptional services that inspire client satisfaction and empower them to reach their goals.
The top choices for all your Investments needs
- Personalized mutual fund recommendations aligned with your financial goals and risk profile
- Transparent guidance on asset allocation, diversification, and long-term wealth creation
- Regular portfolio reviews to ensure your investments stay optimized for market conditions
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Empowering Clients achieve success.
Financial Goal Discovery
We begin by clarifying your goals: wealth creation, home planning, retirement, or financial freedom. Your journey starts with clarity, as great investments begin with great understanding.
Personalized Investment Strategy
We create a personalized investment plan tailored to your income, risk tolerance, and investment horizon. Our offerings include mutual funds, SIPs, and stocks, all structured within a clear roadmap. Investing is not about speculation; it’s about strategic planning.
Real-Time Access to Your Investments
With our platform, you have 24/7 access to your portfolio performance. You maintain control, while we provide guidance.
Frequently asked question
At Aartha Investments, we empower success through tailored strategic solutions. From innovative consulting to business
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At Aartha Investments, we don’t just give you investment products — we give you a strategy. Our team helps you choose the right funds, monitors performance regularly, and makes changes based on your life goals and market conditions. With us, you don’t just invest, you grow with clarity.
You can begin investing with as little as ₹500 per month through SIP. What matters most is consistency and a clear plan. Over time, small investments compound into large wealth.
Yes, most mutual fund investments offer high liquidity. You can redeem your funds partially or fully when needed. We guide you on when and how to withdraw smartly without disturbing your long-term goals.
Market volatility is normal. Our investment strategies are built to withstand ups and downs through disciplined investing, asset allocation, and time-tested SIP planning. Staying invested during downturns often leads to stronger growth in the long run.
Our first consultation is completely free. If you choose to invest through us, we earn through distributor commissions — not from your pocket. Transparency is our top priority.
Absolutely ✅ We provide clients access to a digital dashboard through our Mobile Application where you can view real-time performance, portfolio allocation, and reports. You’re always in control of your investments.
