Mutual Fund Distribution
Regular plans across 40+ AMCs — equity, debt, hybrid and index schemes, shortlisted through our written selection SOP.
Learn moreMutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns, and there is no assurance of capital protection or guaranteed returns.
Arthveda MF Services LLP is an AMFI Registered Mutual Fund & SIF Distributor (ARN-305641). We distribute regular plans of mutual fund schemes and may receive commission from Asset Management Companies; details are on our Commission Disclosure page. Nothing on this website is investment advice or research.
Registration granted by SEBI and certification from NISM/AMFI in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
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.
From a first ₹500 SIP to a retirement withdrawal plan thirty years later — the same two people handle your file throughout.
Regular plans across 40+ AMCs — equity, debt, hybrid and index schemes, shortlisted through our written selection SOP.
Learn moreStart, step-up, pause or restructure Systematic Investment Plans so that investing happens every month without you thinking about it.
Learn moreEvery rupee mapped to a named goal — a child's education, a home, a wedding — costed after inflation, not guesswork.
Learn moreELSS schemes under Section 80C of the old tax regime, chosen for the long term rather than a last-minute March rush.
Learn moreBuild the corpus during working years, then structure a Systematic Withdrawal Plan for monthly cash flow afterwards.
Learn moreNRE/NRO-route investing for non-residents who want to stay invested in India, with the paperwork handled end to end.
Learn moreAmit 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.
Nothing here is designed to excite you. It is designed to still be working in twenty years.
Scheme selection runs on a declared SOP covering category, risk band and horizon — not on whichever fund is topping the charts this quarter.
Risk profile, existing commitments and time horizon are established before any product name is mentioned.
There is no sales team to route you through. The support staff handle back office and operations; the partners handle you.
AMFI registered under ARN-305641, commissions disclosed, grievance route published, AMFI Code of Conduct followed.
The sequence matters: no scheme is discussed until the first two steps are finished.
An unhurried conversation about income, existing commitments, family situation and what the money is actually for. No fee, no obligation.
Risk profile is recorded, each goal is costed after inflation, and whatever you already hold is reviewed before anything new is added.
Categories are chosen against the SOP, then schemes within them — explained in plain language with the risks stated first.
Periodic reviews, rebalancing where the SOP calls for it, and full service on switches, redemptions, nominations and transmission.
Names and details shared with permission. Individual experiences do not indicate future scheme performance.
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.