We believe that wealth creation is a long journey spanning over multiple decades and demands
immense effort discipline integrity & commitment
from the investment manager.
We believe that wealth creation is a long journey spanning over multiple decades and demands
immense effort discipline integrity & commitment
from the investment manager.
At Arth PMS, the key personnel have invested almost all of their liquid financial networth in the fund alongside our clients to demonstrate their integrity and commitment towards the fund.
We believe
That wealth creation is a long journey spanning over multiple decades and demands
immense effort discipline integrity & commitment
from the investment manager.
At Arth PMS, the key personnel have invested almost all of their liquid financial networth in the fund alongside our clients to demonstrate their integrity and commitment towards the fund.
Smart solutions.
Bookkeeping Tax preparation Financial audit
services.
At Arth PMS, the key personnel have invested almost all of their liquid financial networth in the fund alongside our clients to demonstrate their integrity and commitment towards the fund.
- Expert help
- Proven results
- Ongoing support
Arth PMS at a glance
Long-Term Owner’s Approach
Making use of market volatility to invest in strong businesses at reasonable prices
Single PMS Scheme
Open to invest across large, mid & small cap categories across different sectors like FMCG, Banks, Healthcare & others
Alignment of Interest
Performance-based fees: We earn when you earn.
We eat our own cooking
Founder has invested almost all of his personal financial assets in the fund alongside our clients.
Transparent & Simple Structure
Stocks are held in client’s own name in his own demat.
Reliable Ecosystem
Reputed custodian, banker, broker & fund accounting system.
Our difference
Innovation redefined: a modern approach to accounting
Experience our tech-driven solutions, personalized attention, and client-centered philosophy.

We capitalize on our biggest strengths
Delivering high-quality products or services consistently builds trust and establishes a reputation.
Read moreWe take a proactive approach to tech
A great business plan serves as a roadmap for the company's growth, helping to secure funding.
Read more
We capitalize on our biggest strengths
Delivering high-quality products or services consistently builds trust and establishes a reputation.
Read moreOur Investment Philosophy

We view buying shares as buying part-ownership in a business:
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We approach buying shares of company as though we were buying the whole business outright and retaining the management
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Helps us tune out distracting noise, allowing us to focus on the long-term fundamentals of the business as opposed to daily swings in the stock price

Let volatility work to our advantage
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On average, individual stock prices fluctuate more than 75% in a 52-week period
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Volatility in daily market price does not equate with risks involved in long-term ownership of a business
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We welcome volatility as it occasionally offers extraordinary opportunities

Arth strives to be conservative, and invest with ‘margin of safety’
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When analysing a business, we strive to be conservative and realistic in our assumptions.
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We are disciplined investors, and purchase stocks only when favourably priced.

We exercise patience and discipline to only invest in exceptional opportunities
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Fiercely competitive markets combined with a limited mental aptitude makes it difficult to find attractive investments – where the risk/reward equation is highly favourable.
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As exceptional opportunities are rare, we want to make meaningful investments when such opportunities are identified.
Above all, we think vigilance towards risk is central to generating reasonably high investment returns
Our Track Record
Annual Performance
Shown below are returns delivered across our client portfolios and compares the same against that of our benchmark (BSE-500 TRI).
Fiscal Year Ending: | Arth | BSE-500 | Difference |
---|---|---|---|
31st March, 2019 (inception 29.08.2018) | 10.7% | -2.7% | 13% |
31st March, 2020 | -36.5% | -26.5% | -10% |
31st March, 2021 | 75.2% | 78.6% | -3% |
31st March, 2022 | 20.7% | 22.3% | -2% |
31st March, 2023 | 27.4% | -0.9% | 28% |
31st March, 2024 | 192.5% | 40.2% | 152% |
31st July, 2024 (YTD) | 38.0% | 16.6% | 21.4% |
Annualised Returns (since inception) | 41.0% | 17.0% | +24.0% |
Investment Value Comparison
Assuming Rs 1 crore was invested in Arth as well as in BSE-500 Index on August 29th, 2018 (our inception date)
Invested Value as on: | Arth | BSE-500 | Diff. |
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29th August, 2018 | 1.00 Cr | 1.00 Cr | |
31st March, 2019 | 1.11 Cr | 0.97 Cr | 0 Cr |
31st March, 2020 | 0.70 Cr | 0.72 Cr | -0 Cr |
31st March, 2021 | 1.23 Cr | 1.28 Cr | -0 Cr |
31st March, 2022 | 1.49 Cr | 1.56 Cr | -0 Cr |
31st March, 2023 | 1.89 Cr | 1.55 Cr | 0 Cr |
31st March, 2024 | 5.54 Cr | 2.17 Cr | 3 Cr |
31st July, 2024 (YTD) | 7.65 Cr | 2.53 Cr | 5 Cr |
Annualised Returns (since inception) | 41.0% | 17.0% | +24.0% |
- Returns for the period 29.08.2018 to 31.03.2024 pertains to the period when Arth was been operating as a SEBI-registered investment advisor. These are audited returns and reflects the average returns delivered to our advisory clients after accounting for fees. Audit report is available on request.
- Returns post March 2024: These are computed and reported as required under the SEBI PMS regulations after accounting for fees & charges as applicable.
Our Fee Structure
We charge a nominal fixed fee, and our main source of revenue is the performance fees that we earn when we have increased the size of your portfolio. We have been following this philosophy since inception, and believe it is fair (something we feel comfortable charging our friends and family too!!)
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Fixed Fee: 0.25% p.a. charged once at the end of the financial year.
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In case the portfolio return achieved at the end of the year is above 10% p.a., a Performance Fee would be applicable at 25% on the incremental returns above 10%.
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That is, to earn an industry standard 2% fund management fee, we first need to deliver about 18% in gross returns through performance each year.
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In case the performance of the portfolio is below the hurdle rate of 10% in any year, the Portfolio Manager would have to make up for this hurdle rate and the subsequent year’s hurdle rate (i.e. 10% for year one and another 10% for year two..) before the performance fee would be applicable.
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Client will be billed once at the end of financial year. GST and other taxes will be applicable as per the respective rates.
What our clients have to say about us
I am a full-time entrepreneur and during my free time I used to trade in the stock market based on short-term news. I made some profit and losses without reaching anywhere in terms of my end goal. It was after meeting Niraj from Arth in 2019 that I understood the benefits of making long term investments and staying invested in fundamentally strong companies which are undervalued. I understood the concept of building wealth by adopting a long-term mindset towards the stock market and not panic selling with a loss. Thank you, Niraj & team Arth.
Dhiraj Bangera Founder. DB SolutionsI had stopped investing in the stock market after 2006 except for occasionally participating in popular IPOs. Back in 2021, Niraj from Arth advised me to invest in good quality companies which are available below their fair value and hold them for a longer period. I followed his advice and soon we created a portfolio of stocks based on in-depth equity research carried by him. In three years’ time I have witnessed significant increase in portfolio value following his long-term oriented investment approach. Thanks Arth and Niraj. Keep it up.
Sumati Baid Deputy General Manager, Deepak Nitrite LtdI've known Niraj for over 15 years, and during that time, I've seen him evolve as a person and then as an investment professional. His disciplined and strategic approach not just towards investing but life in general is truly commendable. His deep understanding of the market and disciplined approach has helped me weather market fluctuations while steadily growing my portfolio. I appreciate his ability to balance risk and reward, ensuring my financial future is secure.
CA Shrigopal Sarda Assistant Portfolio Manager, Epicure Investment Management LLCI began investing with Niraj in 2018, with the understanding that my portfolio's performance would be reviewed against the benchmark to ensure value creation. Now, six years later, I am in a strong position to assess Arth Portfolio Management Services (PMS), and I am pleased with the results. One of the aspects I admire most about Arth PMS is their commitment to integrity. When I first entered into the advisory agreement, I inquired about the percentage of their own equity that they invest based on the advice they provide. To my surprise, they answered 100%. This level of personal commitment is rare in the industry, where good investing knowledge is common, but integrity is often in short supply. Having invested with Arth PMS for nearly six years, I can confidently vouch for the integrity with which they manage my portfolio. Their approach has instilled a great deal of trust, and as a result, I continue to allocate 100% of my equity with Arth PMS
Mrs. Jayashree B Retired Professional
I started my journey with Arth back in 2018 when it was an advisory firm as its first client. Over the years it has transitioned into a much bigger entity and the advisory firm got converted into a PMS service provider. I had invested Rs 80 lakhs with Arth six years back and over the years, my investment has grown by almost 40% per annum after fees. The portfolio value today has grown so large that I can say with confidence I’ve achieved financial independence. I salute their dedication & hard work and would like to say thank you for changing my life
Saurabh Bardia Professor at Mahek Institute of Chemistry, Ahmedabad