Arthveda Fund Management Private Limited is an adviser based in Mumbai. It manages $22.46 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015.
Arthveda Fund Management Private Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arthveda Fund Management Private Limited is $22.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arthveda Fund Management Private Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Arthveda Fund Management Private Limited performs its advisory services is located at Ground Floor, Hdil Towers, Mumbai, 400051, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +91-22-67748500 or by fax 91 22 67748585. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at arthveda.co.in.