Wealth Protection & Private Advisory
What if you could protect
your legacy, before
market cycles shift?
Most portfolios fail to beat inflation because they lack structure.
We implement institutional-grade, goal-based asset allocation for your family's future.
Nearing a decade of advisory · Hundreds of families empowered · 100% goal-protection focus
Social Proof
Watch the Full Presentation
Flip through the complete goal-based asset allocation deck, slide by slide.
In the Room
Real-Life Presentations
We regularly conduct interactive wealth literacy sessions for corporate and professional teams.
Value Proposition
DIY Investing vs. Professional Advice
Building a portfolio is easy. Protecting goals across market cycles is where expertise matters.
The Cost of Delay
Rate of Return: 12% p.a.
Mr. A
Started at 25 · ₹10K/mo
Mr. B
Started at 35 · ₹10K/mo
DIY Investing
- Chases short-term momentum
- Panic-selling during corrections
- Requires continuous rebalancing
- No structured risk assessment
ArthaPlus Advisory
- Goal-mapped fund allocation
- Behavioral coaching in cycles
- Systematic portfolio reviews
- Active risk profiling
Ready to transition to goal-mapped investing?
Schedule a professional portfolio diagnostic check to map your current assets to actual lifetime goals.
Products & Services
What We Offer
A complete wealth-protection stack — investments, insurance, pension, and liquidity — under one advisory roof.
Portfolio Scanner
A free, no-obligation X-ray of your existing mutual fund portfolio — fund overlap, expense-ratio drag, underperformance vs. benchmark, and rebalancing gaps — with a clear action report.
- Overlap & duplication analysis
- Expense ratio & exit-load audit
- Underperformance & rebalancing review
Mutual Funds
Goal-based portfolios across all categories — equity, debt, hybrid, and index funds — mapped to your horizons and risk profile, transacted securely via BSE Star MF.
Explore fundsInsurance — Health & Term
Pure term cover for income protection and health cover for corpus protection, sourced from leading insurers we work with.
NPS — National Pension System
Build a regulated retirement pillar with additional tax benefits, flexible equity-debt allocation, and a structured pension at retirement.
Start NPSLoan Against Mutual Funds
Unlock overdraft-style liquidity against your MF holdings without redeeming units — your compounding stays intact while you access funds.
Estimate eligibilityBefore Market Cycles Shift
Protect Your Legacy
Growth builds wealth. Protection keeps it. Three quiet safeguards that keep one bad year — or one bad event — from rewriting your family's future.
Term Insurance
Income protection: a pure term cover replaces years of family income if the earning member is not around.
Health Insurance
Corpus protection: a hospital bill should never force you to break long-term investments mid-cycle.
Emergency-Fund Moat
Liquidity buffer: 6–12 months of expenses parked safely, so market corrections never force a distress sale.
Market cycles will shift. Your plan shouldn't have to.
Request Protection ReviewWealth Engine
Unified Financial Planner
11 custom wealth, loan, and retirement calculators in one interactive suite.
SIP Calculator
Calculate how small, regular monthly investments grow into substantial long-term wealth.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
Wealth creation is not about chasing volatile, short-term momentum. It is about a strict, goal-based asset allocation that shields your wealth from behavioral bias.— Ashish J G
Compliance
Verified Credentials
Operating under strict SEBI & AMFI compliance for maximum capital security.
Ashish J G
AMFI-Registered Mutual Fund Distributor
| AMFI ARN | ARN-358179 |
|---|---|
| EUIN | E683189 |
| Validity | 09-Apr-2026 → 29-Mar-2029 |
| Certification | NISM Series V-A |
| Location | Mangalore, DK, Karnataka |
Assurance
Frequently Asked Questions
Clear answers regarding our registration, safety, and advisory model.
Ashish J G is an AMFI-Registered Mutual Fund Distributor holding registration number ARN-358179 (EUIN E683189). All recommendations conform strictly to AMFI & SEBI regulatory guidelines for capital distribution.
No, we do not charge direct consultation or management fees to our clients. We receive commission payouts directly from mutual fund houses (AMCs) as per industry norms, ensuring transparent cost structures with no hidden fees.
It is a structured investing strategy where your capital is mapped directly to specific life milestones (such as child education, home purchase, or retirement) across short, medium, and long-term horizons, rather than chasing speculative trends.
100% secure. All transactions are routed securely via the BSE Star MF platform in partnership with AssetPlus. Your capital goes directly to the respective mutual fund houses (AMCs), and units are credited to your folio linked directly to your PAN.
DIY investing often results in chasing recent winners, paying more tax than needed, and selling in panic when markets fall. ArthaPlus acts as a steady second pair of hands for your money — handling periodic rebalancing, tax-saving, and goal protection on your behalf, on schedule, without emotion.
Start with our calculators above to see your own projections, then tap the WhatsApp or Invest button. From there, we take it step by step: a quick digital risk profiling, setting up your secure folio, and finally launching your tailored wealth plan.
Still have questions about custom portfolios or onboarding?
