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Presenter Profile:

How they describe themselves: ArthaYantra is an online personal finance advisor dedicated to making unbiased, holistic, and high quality financial advice accessible to 73 million middle-income families in India. The financial advice offered by ArthaYantra connects all aspects of personal finance and helps individuals take holistic and merit based financial decisions to achieve their life goals. The advice is actionable and goes beyond just insights. ArthaYantra uses its unique proprietary framework – Personal Financial Lifecycle Management (PFLM)™ – to generate customized and wealth management grade advice. ArthaYantra’s vision is to provide independent and high quality financial planning solutions and efficient execution to individuals irrespective of their income and location.

How they describe their product/innovation: Arthos is a user-friendly web based personal finance platform, which provides actionable advice instantly. It replaces the need of a traditional human advisor who has to spend days to create customized and quality advice for a family. Arthos uses patented algorithms, processes, and the proprietary system of PFLM to cover all aspects of personal finance. One can create a financial plan, implement recommendations, and monitor performance on a single online platform. Arthos can provide advice to individuals who can save as little as $100 a month. Currently, 15,000+ families are using Arthos across 500+ locations in India & abroad. The platform can easily be customized to launch in multiple markets.

Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, and through other fintech companies and platforms

Contacts:

Bus. Dev., Press & Sales: Prashant Jain, Director of Marketing, bizdev@arthayantra.com