Information only. Not advice, not a marketplace.
1 clients · 12 months · INP000007225
As of Jul_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000007225 |
| Date of Registration | 2021-06-09 |
| Registered since | 5 yr 2 mo |
| Principal Officer | Mr.Prateek Dhoot |
| Principal Officer Email | prateek@arthyawealth.com |
| Contact Number | 91-000-9819083540 |
| Compliance Officer | Ms.Nasreen Qureshi |
| Compliance Email | nasreen@arthyawealth.com |
| Address | 712 THE SUMMIT BUSINESS BAY, 7th Floor, Near Western Express Highway,Off Andheri Kurla Road, Andheri East,MUMBAI, MAHARASHTRA,INDIA,400069 |
| Age | 12 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
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Showing 2 of 2 strategies
Trailing return from filed months
- 1Y
- Not reported
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Age: 8 months · Sparse · 8 mo
Sparse track recordNeeds 12 months
CAGR
-11.14
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
62.50
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Arthya Wealth And Investments Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Arthya Wealth And Investments Private Limited performed?
- Arthya Wealth And Investments Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Jul_2026). Learn more
- Where do Arthya Wealth And Investments Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Arthya Wealth And Investments Private Limited strategies are listed?
- 2 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Arthya Wealth And Investments Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more