Artham Finserve

Surat, India Founded: 2002 • Age: 24 yrs
Offers wealth management, investment advisory, insurance, and mutual fund services.

About Artham Finserve

Artham Finserve is a Financial Services company based in Surat (India) founded in 2002 by Dharmesh Mehta. It offers wealth management, investment advisory, insurance, and mutual fund services. It operates on a B2C and Advisory Services model. Its Indian entity Artham Finserve Private Limited reported revenue of β‚Ή4.60 Cr. Artham Finserve offers products and services including Mutual Funds, Insurance Planning, and Wealth Management. Its focus areas include Finance, Insurance, General Insurance and Health and Personal Accident. Its competitors include The Capital Box, UTI Pension Fund and National Old Pension Restoration United Front.

Company details

Artham Finserve Pvt. Ltd. is a wealth management company based in Surat, India, offering customized financial solutions including mutual funds, insurance planning, and investment advisory. It serves individual investors by providing platforms for decision-making, risk assessment, and asset protection through partnerships with entities like Motilal Oswal. The company focuses on personalized services, estate planning, and alternative investments, adhering to ethical practices and industry standards to help clients achieve their financial goals.

Key Metrics
  • Annual Revenue
    ₹4.60 Cr

    FY 2025 · +32% YoY

  • Net Profit
    ₹51.3 Lakh

    FY 2025 · 11% margin

  • EBITDA
    ₹1.21 Cr

    FY 2025 · 26% margin

Products & Services of Artham Finserve

Artham Finserve offers a comprehensive portfolio of products and services, including Mutual Funds, Insurance Planning, and Wealth Management.

Mutual Funds
Investment Products

Provides services for mutual fund investments and portfolio management.

Insurance Planning
Risk Protection

Offers health, travel, and liability insurance solutions for clients.

Wealth Management
Advisory Services

Delivers personalized financial planning and asset protection strategies.

Board of directors of Artham Finserve Private Limited (Artham Finserve)

Artham Finserve Private Limited is the primary company behind Artham Finserve. The board of Artham Finserve Private Limited currently have 3 directors; the longest-serving is Dharmesh Harilal Mehta, appointed in 2002. 7 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Dharmesh Harilal Mehta
DIN 00868462
Director13 Apr 200224 yrs 6 moArtham Finserve Private Limited
Karan Mali
DIN 10042273
Director13 Feb 20233 yrs 8 moArtham Finserve Private Limited
Jayesh Mehta
DIN 10042345
Director13 Feb 20233 yrs 8 moArtham Finserve Private Limited

People of Artham Finserve

1 people are tracked at Artham Finserve (1 in leadership).

NameRoleGroup
Founder, Managing DirectorLeadership
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Financials of Artham Finserve

Figures of Artham Finserve Private Limited, the primary company behind Artham Finserve, for FY 2025. Revenue was ₹4.60 Cr (+32% year on year). Net profit was ₹51.3 Lakh (11% margin). EBITDA was ₹1.21 Cr (26% margin). Revenue has grown at a compounded annual rate of +21% over three years and +27% over five years.

  • ₹4.60 CrRevenue · FY 2025 · +32% YoY
  • ₹51.3 LakhNet profit · 11% margin
  • ₹1.21 CrEBITDA · 26% margin
  • ₹11 LakhPaid-up capital
  • +21%Revenue CAGR, 3 years
  • +27%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Artham Finserve Private Limited are on its company page.

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Detailed financial statements for Artham Finserve

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Competitors of Artham Finserve

Artham Finserve has 3 listed competitors in our database. They include The Capital Box, UTI Pension Fund and National Old Pension Restoration United Front.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
thecapitalbox.com2016Gurugram, India
Provides financial advice on tax solutions, risk management, and retirement planning services.
utipension.com2008Mumbai, India
Provides comprehensive retirement planning services.
nopruf.com2022Delhi, India
Provides comprehensive services for pension restoration and management.
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Detailed competitors of Artham Finserve

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Web traffic of Artham Finserve

The website of Artham Finserve (arthamfinserve.com) receives about 1K visits a month.

  • Monthly visits
    1K

    ▲ 380.4% vs previous month

Top companies in Health Insurance Providers

3 companies that operate in the same segment as Artham Finserve (Health Insurance Providers) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Offers insurance for health, vehicles, travel, life, and commercial needs.
2001Pune, Maharashtra, India8,624
Operates as a health and general insurance provider.
2012Mumbai, Maharashtra, India2,005
Provision of health and travel insurance services in India.
2012Gurugram, Haryana, India14,959
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Frequently Asked Questions about Artham Finserve

Artham Finserve was founded in 2002.

Artham Finserve is headquartered in Surat, India. It is registered at Surat, Gujarat, India.

The primary company behind Artham Finserve, Artham Finserve Private Limited, reported revenue of β‚Ή4.60 Cr for FY 2025, up 32% year on year.

Artham Finserve Pvt. Ltd. is a wealth management company based in Surat, India, offering customized financial solutions including mutual funds, insurance planning, and investment advisory. It serves individual investors by providing platforms for decision-making, risk assessment, and asset protection through partnerships with entities like Motilal Oswal. The company focuses on personalized services, estate planning, and alternative investments, adhering to ethical practices and industry standards to help clients achieve their financial goals.

Artham Finserve offers Mutual Funds, Insurance Planning, and Wealth Management.

Artham Finserve operates through Artham Finserve Private Limited.

The legal entities of Artham Finserve currently have 3 directors, including Dharmesh Harilal Mehta, Karan Mali, Jayesh Mehta.

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