Investment Advisory firm has raised $1 Million in pre-series A funding led by Family Offices of industrialist Rishi Kumar Bagla (Bagla Group) and technocrat Krishen Lal Khanna (Trenton Investments).
The funds will be used for strengthening operations, growing the team, and in market expansion. Arthya Wealth & Investments was founded in 2020 by Gaurav Arora, an industry-leading investment expert with over 15 years of experience, having earlier helped marquee wealth management firms build comprehensive investment platforms as their CIO. Arthya Wealth offers high-quality, open-architecture driven Wealth Management and Investment Advisory services spanning domestic and global investments and will soon also launch its PMS offerings.
Commenting on the fundraise, Gaurav Arora, Founder & MD, Arthya Wealth & Investments, said “We are extremely pleased with the firm validation of our platform and approach towards wealth management from marquee investors and clients across the board. Our organization functions with the motto of Simplifying investing, Intelligently. Our endeavor is to plug the quality gap in the last-mile delivery of judicious advice. Thus, we are highly focused on our approach and fully dedicated to ‘Advising with Cause’. At Arthya, we call it ‘The Wealth Philosophy’!”
Elaborating on the investment, Mr. Rishi Kumar Bagla, said, “Within a very short period, Arthya Wealth has created tremendous value for their clients. Gaurav and his team have demonstrated a winning combination of sharp intellect, knowledge, and business acumen. With a very strong understanding of their clients’ needs and their in-depth expertise, Arthya has the potential to make a significant positive impact in this space.”
Mr. Krishen Lal Khanna added, “Arthya team’s commitment towards transparently helping clients make prudent investment decisions, their focus on avoiding the pitfalls of sales pressure and the discernible high quality of investment advice they offer are a few things that struck me about the company. We are excited to be a part of their next phase of growth.”
Arthya already has offices in Mumbai, Indore, and Nagpur, and will soon expand to other cities like NCR, Bangalore, Pune, and Ahmedabad.
Categories: HNI & Family Offices