A plan for your money — not just a product.
ArthaInvest Capital builds personalised plans across investments, insurance and loans for clients across India — and NRIs abroad — grounded in your goals, your cash flow and your timeline, reviewed as life changes.
"Your trust is our wealth."
Three pillars, one relationship
Most people end up with a mutual fund agent, an insurance agent and a loan broker who never talk to each other. ArthaInvest Capital is built to be the one advisor who sees all three at once.
Invest
Mutual funds, SIPs and wealth management built around your actual time horizon and risk appetite — not the fund of the month.
Protect
Health, life and motor cover chosen to close real gaps in your finances — reviewed as your income and family change.
Borrow
Home loans, loans against property, business and project finance — structured around what you can actually service.
Loans, structured — not just sanctioned
Loans are one of ArthaInvest Capital's three core pillars, not an afterthought bolted onto an investment site. Every loan conversation starts with what it's actually for.
For purchasing or constructing a home — eligibility assessed upfront and lenders compared on rate, tenure and processing terms.
Unlock capital against property you already own, for expansion, education or a major expense — without selling the asset.
Working capital and growth financing structured around your business's actual cash flow, not a generic fixed EMI.
Structured financing for larger capital projects, built around project cash flows, timelines and lender covenants.
Consultation
We understand what the loan is actually for and what you can comfortably service.
Assessment
Eligibility and lender-fit checked before you commit to an application.
Documentation
Paperwork guided end to end, so nothing stalls the sanction.
Disbursal
Funds released, with the relationship continuing past the sanction letter.
Why clients stay past the first plan
Nimita Arora, MBA Finance, and Yogesh Khatri, MBA Marketing, run ArthaInvest Capital together, giving clients one advisory relationship across investments, insurance and loans — instead of three separate vendors who never coordinate with each other.
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One advisor, every productInvestments, insurance and loans through a single relationship, not three disconnected contacts.
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Advice first, product secondRecommendations start from your goals and cash flow — not from what's easiest to sell this month.
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Direct access, not a queueYou reach your advisor directly — no call-center routing to explain your situation again.
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Transparent about fees and trade-offsYou see the reasoning and the cost before you commit to any plan or product.
Serving India — and Indians abroad
NRI clients get consultations scheduled across time zones and guidance that understands the practical realities of investing, insuring and borrowing from outside India — coordinated through the same single relationship.
Start with a conversation, not a form
Tell us a little about what you need — investments, insurance, a loan, or you're not sure yet — and we'll come back with next steps, not a sales pitch.
Yogesh Khatri, MBA Marketing
Navi Mumbai
Thanks — we'll be in touch shortly.
Nimita, Yogesh or a member of the team will reach out to discuss next steps.
Prefer to talk directly? Call or WhatsApp +91 91368 56396, WhatsApp only at +91 97694 32143, or email advisory@arthainvestcapital.com.