ARVO Wealth Advisors

Pune, India Founded: 2021 • Age: 5 yrs
Provides wealth planning, investment management, and family office services.

About ARVO Wealth Advisors

ARVO Wealth Advisors is a Technology company based in Pune (India) founded in 2021 by Anuj Mehta and Vinay Deshpande. It provides wealth planning, investment management, and family office services. It operates on a B2C and Advisory Services model in Technology and Financial Services sectors. Its website arvowealth.com draws about 681 thousand monthly visits. Its Indian entity Arvo Wealth Advisors Private Limited reported revenue of β‚Ή4.27 Cr. ARVO Wealth Advisors offers products and services including Wealth Planning, Investment Management, Family Office Services, and Trust and Fiduciary. Its focus areas include FinTech, Investment Tech, Financial Planning and Trust and Fiduciary. Its competitors include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth; 1 of its 3 listed competitors has raised funding.

Company details

ARVO Wealth Advisors is a wealth management firm that combines large-firm expertise with personalized boutique services to understand and meet clients unique financial goals. It offers services like wealth planning, investment management, family office support, and trust and fiduciary assistance. Based in Pune, India, the company focuses on simplifying clients financial lives through collaborative relationships and tailored solutions, ensuring long-term success and legacy planning.

  • Headquarters Pune, India
  • Employees 6
  • Founders Anuj Mehta, Vinay Deshpande
  • Sectors
    Technology
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website arvowealth.com
  • Legal Name Arvo Wealth Advisors Private Limited
  • Date of Incorporation 08 Nov, 2021
  • Jurisdiction Pune, Maharashtra, India
Key Metrics
  • Annual Revenue
    ₹4.27 Cr

    FY 2026 · +37% YoY

  • Net Profit
    ₹55.8 Lakh

    FY 2026 · 13% margin

  • EBITDA
    ₹79.8 Lakh

    FY 2026 · 19% margin

  • Employee Count
    6

Products & Services of ARVO Wealth Advisors

ARVO Wealth Advisors offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Family Office Services, and Trust and Fiduciary.

Wealth Planning
Financial Service

Helps clients build and achieve financial visions through personalized planning.

Investment Management
Financial Service

Tailors portfolios to meet clients' investment objectives and guidelines.

Family Office Services
Financial Service

Provides personalized support for wealthy families' financial needs.

Trust and Fiduciary
Financial Service

Assists with estate planning and safeguarding financial legacies.

Board of directors of Arvo Wealth Advisors Private Limited (ARVO Wealth Advisors)

Arvo Wealth Advisors Private Limited is the primary company behind ARVO Wealth Advisors. The board of Arvo Wealth Advisors Private Limited currently have 2 directors; the longest-serving is Vinay Deshpande, appointed in 2022. 4 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Vinay Deshpande
DIN 09439161
Director03 Jan 20224 yrs 10 moArvo Wealth Advisors Private Limited
Anuj Mehta
DIN 09439236
Director03 Jan 20224 yrs 10 moArvo Wealth Advisors Private Limited

People of ARVO Wealth Advisors

2 people are tracked at ARVO Wealth Advisors (2 in leadership); the tracked headcount is 6.

NameRoleGroup
Co-Founder, DirectorLeadership
Co-Founder, DirectorLeadership
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Financials of ARVO Wealth Advisors

Figures of Arvo Wealth Advisors Private Limited, the primary company behind ARVO Wealth Advisors, for FY 2026. Revenue was ₹4.27 Cr (+37% year on year). Net profit was ₹55.8 Lakh (13% margin). EBITDA was ₹79.8 Lakh (19% margin). Revenue has grown at a compounded annual rate of +91% over three years and 0% over five years.

  • ₹4.27 CrRevenue · FY 2026 · +37% YoY
  • ₹55.8 LakhNet profit · 13% margin
  • ₹79.8 LakhEBITDA · 19% margin
  • ₹80 LakhPaid-up capital
  • 6Employees (provident fund records)
  • +91%Revenue CAGR, 3 years
  • 0%Revenue CAGR, 5 years

Balance sheet, profit and loss, cash flow and ratios of Arvo Wealth Advisors Private Limited are on its company page.

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Competitors of ARVO Wealth Advisors

ARVO Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Muthoot Fincorp, Stratzy and Motilal Oswal Private Wealth.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
muthootfincorp.com1887Thiruvananthapuram, India40,991
Non-banking financial company specializes in providing a range of financial products & services
stratzy.in2021Mumbai, India$800,000
Provider of wealth management services
motilaloswalpwm.com2007Mumbai, India7,917
Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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Detailed competitors of ARVO Wealth Advisors

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Web traffic of ARVO Wealth Advisors

The website of ARVO Wealth Advisors (arvowealth.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with ARVO Wealth Advisors. Affinity shows how closely the audiences match.

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indiafilings.com
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2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for ARVO Wealth Advisors

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  • 40 similar websites
  • Audience overlap
  • Engagement analytics
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Verified entity values are shown only after access is granted.

Top companies in Investment & Financial Technology

2 companies that operate in the same segment as ARVO Wealth Advisors (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 549.14 M3,823
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
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Frequently Asked Questions about ARVO Wealth Advisors

ARVO Wealth Advisors was founded in 2021.

ARVO Wealth Advisors is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.

ARVO Wealth Advisors has 6 employees.

The primary company behind ARVO Wealth Advisors, Arvo Wealth Advisors Private Limited, reported revenue of β‚Ή4.27 Cr for FY 2026, up 37% year on year.

ARVO Wealth Advisors is a wealth management firm that combines large-firm expertise with personalized boutique services to understand and meet clients unique financial goals. It offers services like wealth planning, investment management, family office support, and trust and fiduciary assistance. Based in Pune, India, the company focuses on simplifying clients financial lives through collaborative relationships and tailored solutions, ensuring long-term success and legacy planning.

ARVO Wealth Advisors's top competitors include Stratzy, Muthoot Fincorp and Motilal Oswal Private Wealth.

ARVO Wealth Advisors offers Wealth Planning, Investment Management, Family Office Services, and Trust and Fiduciary.

ARVO Wealth Advisors operates through Arvo Wealth Advisors Private Limited.

The legal entities of ARVO Wealth Advisors currently have 2 directors, including Vinay Deshpande, Anuj Mehta.

The website of ARVO Wealth Advisors receives about 681 thousand visits a month.

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