AMFI Registered Mutual Fund & SIF Distributor · ARN-305641
ARN-305641 AMFI Registered MF & SIF Distributor

The Veda of wealth is patience, practised for decades.

Arthveda MF Services LLP distributes mutual funds to families in Lucknow and across India — guided by a written scheme-selection SOP, a risk-suitability check before every recommendation, and more than twenty-five years of distribution experience behind the two partners who will personally handle your file.

₹200 Cr+Assets under distribution
150+Families served
1998Distributing since
A family discussing their financial goals across a table
₹ SIP from ₹500Small steps, long horizon
✓ ARN-305641Valid to 27-Aug-2027
What we do

One firm for the whole investment lifecycle

From a first ₹500 SIP to a retirement withdrawal plan thirty years later — the same two people handle your file throughout.

DistributeMutual fund performance chart on a screen

Mutual Fund Distribution

Regular plans across 40+ AMCs — equity, debt, hybrid and index schemes, shortlisted through our written selection SOP.

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GrowCoins growing in glass jars

SIP Services

Start, step-up, pause or restructure Systematic Investment Plans so that investing happens every month without you thinking about it.

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PlanPlanning notes and a laptop on a desk

Goal-Based Assessment

Every rupee mapped to a named goal — a child's education, a home, a wedding — costed after inflation, not guesswork.

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Save TaxTax documents and a calculator on a desk

Tax-Saving (ELSS)

ELSS schemes under Section 80C of the old tax regime, chosen for the long term rather than a last-minute March rush.

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Retire WellA senior couple walking together

Retirement & SWP

Build the corpus during working years, then structure a Systematic Withdrawal Plan for monthly cash flow afterwards.

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GlobalAircraft wing above the clouds

NRI Investment Services

NRE/NRO-route investing for non-residents who want to stay invested in India, with the paperwork handled end to end.

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Amit Kumar Agarwal and Supriya Agarwal meeting a client
1998The year the first financial product was distributed
Our philosophy

Learning earned on the field, not from a product brochure

Amit Kumar Agarwal began distributing fixed deposits, IPOs and NSC at eighteen, in 1998, under the name SIP Financial Services. Supriya Agarwal came in through Sharekhan Limited in 2005. Both later took their own mutual fund distribution codes and both hold a Post Graduate Diploma in Financial Markets and Portfolio Management.

In 2024 the two of them brought that work together into Arthveda MF Services LLP. Most of what the firm knows came from ground-level field activity and thousands of client conversations — which is exactly why the method is now written down instead of left to memory.

  • Scheme selection follows a declared SOP, applied the same way for every client
  • Risk suitability is established before any scheme is discussed
  • No sales team — you deal with a Designated Partner directly
  • Commission structure disclosed openly, in writing
Meet the partners
Why Arthveda

Built to be boring in the best possible way

Nothing here is designed to excite you. It is designed to still be working in twenty years.

☰

A written method

Scheme selection runs on a declared SOP covering category, risk band and horizon — not on whichever fund is topping the charts this quarter.

⚖

Suitability first

Risk profile, existing commitments and time horizon are established before any product name is mentioned.

☞

Partner-level contact

There is no sales team to route you through. The support staff handle back office and operations; the partners handle you.

⚑

Compliance in the open

AMFI registered under ARN-305641, commissions disclosed, grievance route published, AMFI Code of Conduct followed.

How we work

Four steps, in this order, every time

The sequence matters: no scheme is discussed until the first two steps are finished.

1

Listen

An unhurried conversation about income, existing commitments, family situation and what the money is actually for. No fee, no obligation.

2

Assess & map

Risk profile is recorded, each goal is costed after inflation, and whatever you already hold is reviewed before anything new is added.

3

Build

Categories are chosen against the SOP, then schemes within them — explained in plain language with the risks stated first.

4

Review

Periodic reviews, rebalancing where the SOP calls for it, and full service on switches, redemptions, nominations and transmission.

₹0 Cr+Assets under distribution
0+Families served
1998Distributing since
0+AMC relationships
Client stories

Families who stayed through the cycles

Names and details shared with permission. Individual experiences do not indicate future scheme performance.

★★★★★

“Since 2011 our family's SIPs have run through Amit ji. What I value is that nobody ever calls to sell a new fund — the review call comes on time, the reasoning is explained, and that is it.”

SSanjeev SrivastavaBusiness Owner, Hazratganj, Lucknow
★★★★★

“I asked for a scheme that a colleague recommended. Instead of simply doing it, Supriya ji showed me why it did not suit my risk profile. Very few distributors will argue against their own business.”

MDr. Meenakshi RastogiConsultant Physician, Gomti Nagar
★★★★★

“My daughter's education goal was mapped when she was in Class 4. The fee cheque this year came straight out of that portfolio. The planning genuinely worked.”

RRakesh TandonSenior Manager, Aliganj
★★★★★

“After retiring from the bank I needed monthly income without touching the whole corpus. The SWP was set up, explained to my wife as well, and it has run smoothly for three years.”

KK. P. MishraRetired Bank Officer, Indira Nagar
★★★★★

“I am in Dubai, and everything — KYC, NRO account mapping, statements — was handled without me flying down. Follow-ups happen on WhatsApp within the day.”

FFaizan AhmadNRI Investor, Dubai
★★★★★

“What convinced me was the written SOP. I have never seen a distributor put their scheme-selection method on paper and hand it to the client before investing.”

AAlka & Nitin KapoorDoctors, Mahanagar
Begin the conversation

Tell us the goal. We will show you the arithmetic.

A house, a child's education, a retirement you do not have to worry about — bring the goal and we will cost it out honestly, including what it will take to get there.