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Arthveda Fund Management Private Limited (Mumbai)


Arthveda Fund Management Private Limited is an adviser based in Mumbai. It manages $22.46 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015.

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Arthveda Fund Management Private Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arthveda Fund Management Private Limited: assets under management

The assets under management (AUM) of Arthveda Fund Management Private Limited is $22.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arthveda Fund Management Private Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Aruna Wadhawan Owner 1 Mar 2015 25% - 50% 6595649
Kapil Wadhawan Owner 1 Mar 2015 25% - 50% 6595650
Dheeraj Wadhawan Owner 1 Mar 2015 25% - 50% 6595652

Based in Mumbai

The principal office where Arthveda Fund Management Private Limited performs its advisory services is located at Ground Floor, Hdil Towers, Mumbai, 400051, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +91-22-67748500 or by fax 91 22 67748585. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at arthveda.co.in.


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