About Us

About Us

Who We Are

ArthaVidhi Investment Advisors LLP

SEBI Registered Investment Adviser – Registration No: INA000019451

Helping Individuals and Families Build Financial Clarity and Long‑Term Wealth

ArthaVidhi Investment Advisors LLP is a SEBI registered investment advisory firm dedicated to providing transparent, research‑driven and personalized financial advice. Our approach is centered around helping clients achieve their long‑term financial goals through disciplined planning and evidence‑based investment strategies.

ArthaVidhi Investment Advisors LLP is a SEBI-registered investment advisory firm dedicated to offering transparent and effective investment strategies that are tailored to meet your financial objectives. Our team of experienced advisors is committed to providing personalized solutions, ensuring that every investment decision aligns with your long-term goals.

At ArthaVidhi, we uphold stringent professional standards for our advisors. Each team member must meet the following criteria: they must be professionally qualified or hold a postgraduate degree in finance, commerce, economics, or insurance; they must have at least five years of experience in financial planning; and they must have cleared the NISM Investment Advisors XA and XB certifications. These requirements reflect our commitment to delivering financial advice based on knowledge, expertise, trust, and transparency, ensuring the highest level of service for our clients.

Our Advisory Approach

Goal‑Based Financial Planning

We start by understanding the client’s financial goals, time horizon, risk tolerance and current financial situation before providing recommendations.

Evidence‑Based Investing

Investment decisions are based on sound research, diversification and long‑term discipline rather than short‑term market speculation.

Transparency and Fiduciary Responsibility

As a SEBI Registered Investment Adviser, we operate under a fiduciary obligation to always act in the best interests of our clients.

Services Offered

  • Financial Planning
  • Investment Advisory
  • Retirement Planning
  • Insurance Planning
  • Portfolio Management (Portfolio Strategy, Asset Allocation, Risk Profiling and Portfolio Review)

Why Choose Arthavidhi

  • SEBI Registered Investment Adviser
  • Transparent advisory model
  • Personalized financial guidance
  • Long‑term investment discipline

Our Philosophy

Client‑First Approach

Our recommendations are aligned with the best interests of clients.

Transparency

We maintain full transparency regarding advisory services, fees and potential risks.

Long‑Term Wealth Creation

Our strategies focus on long‑term financial stability rather than short‑term speculation.

Professional Standards

Advisors associated with the firm possess professional qualifications in finance, commerce, economics or related fields and have cleared the required NISM certifications mandated for SEBI Registered Investment Advisers.

Management Team

Krishnan Venkatachalam

Krishnan Venkatachalam

Compliance Officer And Advisor

Qualifications: Fellow of Insurance Institute of India (Professional Qualification), Master of Commerce (M. Com)

Certifications: Certified Financial Planner (Financial Planning Standards Board, India), NISM XA and NISM XB – Skill based examinations mandated by SEBI.

Experience: Prior to taking an entrepreneurial plunge in 2017, Krishnan worked in life insurance and reinsurance companies in various capacities. His core area of expertise included Underwriting, Product Development, Claims Management, Process Automations, Audits and Compliance. Since 2013, he also started practicing, as a freelancer, financial planning for various families.

Noteworthy Accomplishment: Co-Authored various academic books for specialized diploma courses offered by Insurance Institute of India.

Rajiv Guha

Rajiv Guha

Principal Officer And Advisor

Mr. Rajiv Guha is a seasoned financial professional with over 20 years of experience in Financial Planning, Wealth Management, and Investment Advisory. He holds an MBA in Finance from the SBM, SVKM’s Narsee Monjee Institute of Management Studies (NMIMS), Mumbai, and a Master of Commerce (M.Com) with First Class Distinction.

He is a Certified Financial Planner® (CFP®) accredited by the Financial Planning Standards Board (FPSB), India, and has also cleared NISM Series XA and NISM Series XB, the skill-based certifications mandated by SEBI for Investment Advisers, as well as NISM Series V-A (Mutual Fund Distributors Certification Examination – AMFI).

Mr. Guha began his professional career in the finance function of Nestlé India Limited, where he developed strong foundations in corporate finance and financial analysis within a multinational environment. He later joined and expanded his family’s financial services business, strengthening the distribution and advisory of financial products and building long-standing client relationships.

As a Designated Partner, he is responsible for strategic leadership and delivering comprehensive financial planning solutions. His expertise spans mutual funds, equities, fixed income, insurance planning, retirement planning, and wealth management, helping clients make informed financial decisions and achieve their long-term financial goals.