INVESTMENT
Individual Investor
ARTHASURE caters to financial goals based on your needs, objectives, goals, and desires. Our experience lies in locating the best-in-class investment options in both stocks and fixed income that are most appropriate for your objectives. ARTHASURE’s sound financial planning, combined with internal checks and balances, ensures that we generate optimal returns proportional to risk.
On a regular basis, we keep our prestigious clientele updated about new developments, opportunities, and the best investment ideas. ARTHASURE’s preventive steps against impulsive behavior induced by market volatility safeguard and assist investors. Services are delivered on time thanks to a well-equipped support system and competent engagement with clients to maintain safe paperwork. From a tax and performance monitoring aspect, reporting is a critical function and an integral part of the ARTHASURE services.
By providing individualized portfolio suggestions, tax assistance, and succession planning, we attempt to meet all of our clients’ needs. We maintain good portfolio governance by improving performance, avoiding risks, and implementing continual monitoring procedures. We bring our clients up to date on market conditions on a regular basis.
We help a number of well-known families manage their wealth, family corporations, fiduciary, trust, and estate businesses, as well as provide them with innovative and sensible investment options. Our exclusive collaborations with legal, functional, real estate, and lifestyle advisers help us achieve our goal of being a one-stop shop for our clients’ financial and personal objectives.
EQUITY :
- Direct Equity
- Equity Mutual Funds
DEBT :
- Bonds & NCDs
- Fixed Deposits in Banks
- Debt Mutual Funds
Institutional Investor
Institutions are frequently given a “off-the-shelf” investment choice rather than one that is suited to their specific requirements. Because of our extraordinary capacity to successfully handle operational issues and our distinctive investment approach, we can strategically supply a wide range of services within a rigorous and methodological framework. We provide our clients custom-made investment solutions and Institutional Advisory services based on their desired return and risk profile.
Our Corporate Investment Solutions
We work with our corporate and institutional clients to help them achieve long-term goals while ensuring capital. Our experience enables us to create institutional investment solutions that are tailored to our customers’ performance goals and risk tolerance. From setting objectives to designing an investment and risk framework, establishing suitable benchmarks, and reporting performance, risk, and governance, we take a consultative approach to the whole investing process.
INVESTMENT POLICY FORMULATION
The way the treasury or investment function operates is influenced by regulatory, risk management, investment, and organisational goals. Our highly educated team works with you to develop a customised investment strategy based on your objectives and requirements.
We create a mutual fund portfolio that is well-diversified among Asset Management Companies (AMCs) and managed by respected fund managers who are looking for capital appreciation opportunities across market capitalization, sectors, and themes.
We monitor and evaluate broad macroeconomic and market outlook-related features on a regular basis in order to estimate the result of significant imminent events and provide suitable allocation recommendations based on yield curve, interest rate volatility, credit risk, and other factors. We invest in a mix of hold-to-maturity (HTM) and mark-to-market (MTM) assets to maximise overall portfolio income while also reaping the benefits of diversification.
Our in-depth understanding of the equities markets, along with our rigorous in-house assessment processes, allows us to identify the greatest and most attractive investment opportunities.
The equities desk is a service that executes orders from stocks selected by investors who wish to manage their wealth through a direct equity portfolio.
We work with businesses to help them manage their surplus funds wisely. Based on liquidity and duration, we advise and manage treasury assets for a number of corporate treasuries.
EQUITY
- Debt
- Private Equity
- Estate Planning
- Insurance Advisory
- Direct Equity
- Equity Mutual Funds
DIRECT DEBT
- Tax Free Bonds
- Corporate Bonds
- Commercial Paper
DEBT MUTUAL FUNDS
- Liquid Funds
- Ultra Short Term
- Short Term
- Long Term, Long Duration
- Accrual Funds, FMPs
We partner with the best investment bankers who have an exceptional acumen in their chosen sectors to handhold this category of investments for our clients.
- We Work With Private Equity HNI & UHNI
- Corporate Treasuries
- Risk Management & Insurance
Support
Why choose us
Protect your business
We are able to approach the marketplace with the assurance
Valuable ideas
We are able to approach the marketplace with the assurance
Optimize your systems
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Creative design
Finding the right approach is key to successful communication.
Search optimization
Professional management structure will assist you tasks.
Superb support
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