About us

About Us

Arthashastra Investments is a team of experienced professionals dedicated to helping families make better decisions with their money. Our core focus is personal finance, with mutual funds at the heart of our approach.

We work closely with families to help them clearly visualize their life goals and turn them into practical financial plans. From designing the right strategy to executing it with discipline, our role is to bring structure, clarity, and confidence to every stage of the journey. The outcome we aim for is simple. Financial peace today, a life of abundance over time, and a meaningful legacy for the next generation.

Our expertise spans capital markets, mutual funds, insurance, goal-based planning, family budgeting, and taxation. What truly sets us apart is our focus on managing the family balance sheet and cash flows as a whole. This integrated approach brings greater efficiency, better control, and long-term effectiveness to personal financial management.

At Arthashastra Investments, personal finance is not just about returns. It is about building a life that feels secure, purposeful, and well planned.

Our Approach at a Glance

Our Focus

At Arthashastra Investments, our focus lies in creating and executing personalised financial strategies for individuals and families. These strategies are designed to support every phase of financial life, from wealth creation and wealth management to wealth distribution. By aligning financial decisions with long-term objectives, we help clients optimise opportunities, manage risks, and improve overall financial efficiency.

Who We Serve

We work with a diverse clientele that includes retail investors, high net-worth individuals, resident and non-resident Indians, as well as corporate clients. Our approach is rooted in understanding each client’s unique circumstances and delivering solutions that are relevant, practical, and sustainable.

Our Commitment

We believe sound financial decisions are built on trust and long-term perspective. Given the opportunity, we are committed to delivering thoughtful advice and dependable service, enabling our clients to navigate financial choices with confidence and clarity.

Our Team

Rajendra Bhatia

Managing Director

Varun Bheda

Sales Head

Mansi Varia

Gujarat Head

Sandesh Satam

Admin

Smita Desai

Client Servicing

Sameer Bothare

Client Servicing

Devam Jain

Marketing

Sudhir Shah

Client Servicing (Stocks)

Payal Karani

Back Office