Your trust · Our growth
Mutual funds, insurance, tax and retirement planning, shaped around the people and responsibilities behind every goal. For individuals and businesses across India.
AMFI Registered Mutual Fund Distributor · ARN 128020
Investment partners across India
Distributed through 12+ AMCs · AMFI ARN 128020
Our track record
0+
Years of guidance
Since 2009
₹0 Cr+
Assets managed
Across 12 AMCs
0+
Families served
Bengal & beyond
0+
Lives insured
Health · Life · Motor
What we do
Every recommendation starts with a conversation about your goal, risk profile and timeline. Then we review it regularly and explain the trade-offs before you decide.
01
Equity, debt and systematic plans
02
Life, health and motor cover
03
Year-round optimisation
04
Personal, home and education
05
Government and corporate fixed income
06
Pensions, NPS and annuities
Tools
Track every SIP, FD and policy in a single dashboard, then discuss the next step with an advisor who knows your goals. The Financial Health Checkup shows how your portfolio is allocated and how it is performing.
Portfolio Dashboard
₹ 12,84,560
XIRR
14.2%
Mobile app
Download the complete portfolio report including mutual funds and other assets. Get the historical performance of your portfolio easily and track it at your fingertips.
Video guides
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Part of the One Idiot financial literacy series. View full playlist →
Membership program
Prime Membership is built for clients whose financial life is more than a single product or a single decision. From a child's overseas education to the next phase of a family business or a retirement on your own terms, your Prime team brings the planning, paperwork and quarterly follow-through together in one place.
01
Active oversight of every holding, rebalanced as your goals and the markets move.
02
A written roadmap that links income, savings and spending to what you want next.
03
Specific plans for retirement, education and the milestones in between, reviewed yearly.
04
Every policy, investment and document in one secure, searchable place for your family.
05
An independent second opinion on every product pitched to you, before you commit.
06
Curated equity ideas with risk profile, time-frame and assumptions stated up front.
07
Open a direct-equity Demat account through our partners at no opening fee.
08
One named advisor who knows your family, your portfolio and your plan by heart.
*Demat account opening is subject to partner KYC and regulatory conditions. Speak with your advisor for the current terms.
P2P Lending
Invest in P2P lending and improve your portfolio returns. An RBI Registered NBFC-P2P platform — designed to be safer than equity, better than FD.
P2P Portfolio
₹ 2,40,000
Returns
12% p.a.
Tenure
12 months
Payout
Monthly
Safer than equity, better than FD
Unlock high returns with safeguarded investments
Invest and withdraw without any charges
Stay in control with real-time portfolio tracking
Freedom to withdraw your investments anytime
A professional for your P2P investment journey
A note from the founder
" Every client who walks in carries a goal that matters: a child's education, a parent's care, the quiet wish to retire on their own terms, or a business that needs steady stewardship. We listen first, recommend second, and stay alongside you as life, markets and priorities change. Fifteen years on, the principle is the same: we earn your trust before any business follows.
Samriddhi
Founder · arthsaathi
ARN-128020 · AMFI Registered MFD · 15+ years in practice
From Medinipur
Serving across India since 2009
Client stories
"Every recommendation comes with a clear rationale. No upselling and no unnecessary jargon — only the numbers I need before deciding."
Preeti Iyer
SIP Investor · Kolkata
Client since 2019
"We moved our family insurance through their team in under a week. Responsive, organised and consistently easy to reach."
Kiran Chandra
Long-term Client · Kharagpur
Client since 2016
"Patient, transparent and consistently punctual with portfolio reports. My retirement plan now feels well in hand."
Dev Kohli
Retirement Planner · Medinipur
Client since 2014
Get in touch
Share your details and we'll get in touch within one business day. Or call directly: +91 95637 20942.
