About Artham Finserve
Artham Finserve is a company based in Surat (India) founded in 2002 by Dharmesh Mehta. It operates as a B2C, and Advisory Services. Artham Finserve offers products and services including Mutual Funds, Insurance Planning, and Wealth Management. Artham Finserve operates in a competitive market with competitors including MetLife, CPP Investments, IVCM, The Capital Box and UTI Pension Fund, among others.
- Headquarter Surat, India
- Founders Dharmesh Mehta
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Artham Finserve Private Limited
- Date of Incorporation 20 Mar, 2001
- Jurisdiction Surat City, Gujarat, India
-
Annual Revenue
$275.96 K (USD)-11.13as on Mar 31, 2023
-
Net Profit
$14.6 K (USD)-82.66as on Mar 31, 2023
-
EBITDA
$54.31 K (USD)-59.24as on Mar 31, 2023
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Artham Finserve
Artham Finserve offers a comprehensive portfolio of products and services, including Mutual Funds, Insurance Planning, and Wealth Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides services for mutual fund investments and portfolio management.
Offers health, travel, and liability insurance solutions for clients.
Delivers personalized financial planning and asset protection strategies.
Funding Insights of Artham Finserve
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Artham Finserve
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Artham Finserve
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Artham Finserve Comparisons
Competitors of Artham Finserve
Artham Finserve operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, CPP Investments, IVCM, The Capital Box and UTI Pension Fund, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Internet-based life, health, auto, home, and pet insurance is offered.
|
|
| domain | founded_year | HQ Location |
Pension fund assets are managed for sustainable long-term growth.
|
|
| domain | founded_year | HQ Location |
Offers retirement funds and pension transfers across multiple jurisdictions.
|
|
| domain | founded_year | HQ Location |
Provides financial advice on tax solutions, risk management, and retirement planning services.
|
|
| domain | founded_year | HQ Location |
Provides comprehensive retirement planning services.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Artham Finserve
When was Artham Finserve founded?
Artham Finserve was founded in 2002.
Where is Artham Finserve located?
Artham Finserve is headquartered in Surat, India. It is registered at Surat, Gujarat, India.
What is the annual revenue of Artham Finserve?
Annual revenue of Artham Finserve is $275.96K as on Mar 31, 2023.
What does Artham Finserve do?
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.
Who are the top competitors of Artham Finserve?
Artham Finserve's top competitors include MetLife, CPP Investments and National Old Pension Restoration United Front.
What products or services does Artham Finserve offer?
Artham Finserve offers Mutual Funds, Insurance Planning, and Wealth Management.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.