Simplifying Finance · Empowering Futures
We Are Your
Financial Awareness
Partner
At TechArtha, we believe financial literacy is the first step towards financial freedom. In a world full of noise, complex jargon, and aggressive sales pitches — we offer something different: clarity, simplicity, and purpose-driven financial guidance.
Our Credentials
ARN-330164AMFI Registered — ARN Holder: Sushil Arvind Raul
AMFI Registered MF DistributorAccess to all top fund houses & schemes across India
AMFI Registered SIF DistributorSEBI-authorised to distribute Specialised Investment Funds
BSE Membership ID: 64683Bombay Stock Exchange member
NSE MF II MemberNational Stock Exchange member
Tathawade, Pune — MaharashtraOffice No. 204, Pawar Plaza, Opp. Azure Society
Our Story
Empowering You with Financial Clarity, Confidence & Control
We're not just another mutual fund distributor. TechArtha is your financial awareness partner — built on the belief that every Indian deserves access to clear, unbiased, goal-aligned financial guidance, regardless of where they are in their wealth journey.
In a world cluttered with noise, product-pushing, and complex jargon, TechArtha was founded to do things differently. We start with education. We listen before we recommend. We match every investment to a real life goal — your child's education, your retirement, your dream home, your family's security.
"Financial literacy is not a privilege — it is a right. Our mission is to make it effortless for every Indian so they can invest with conviction and achieve their goals."
— Sushil Arvind Raul, Founder & CEO, TechArtha Financial ServicesWhether you are a first-time investor, an NRI building wealth back home, or an HNI seeking sophisticated strategies — TechArtha meets you where you are and guides you at every step.
Purpose & Direction
Our Mission & Vision
Our Mission
To make 1,00,000 Indian families financially free
We believe that financial freedom starts at home. One informed family at a time — we are on a mission to eliminate financial illiteracy across India, replacing confusion with confidence and anxiety with a clear plan. Every consultation, every video, every blog — is a step towards that mission.
Our Vision
"To make financial literacy effortless for every Indian"
We envision an India where every individual — from a young professional to a retired homemaker, from a resident to an NRI — invests with conviction, clarity, and confidence. Where financial decisions are made based on knowledge and goals, not fear or pressure. That is the India TechArtha is building towards.
1L+
Target Indian families
to make financially free
to make financially free
₹10L
Minimum entry
for SIF investments
for SIF investments
360°
Financial services —
MF, SIF, Insurance, Estate
MF, SIF, Insurance, Estate
30+
AMC partners
across India
across India
Our Services
What We Do
A complete suite of financial services — from your first SIP to succession planning — all under one trusted roof.
Goal-Based Investment Planning
We help you structure your life goals — retirement, education, home, wedding — and build personalised investment plans through mutual fund SIPs and lumpsum investments, mapped precisely to each goal's timeline and required corpus.
SIP · Lumpsum · Goal Planner
Risk Profiling & Personality-Based Advice
Our unique Investor Personality Profiling goes beyond standard KYC risk questionnaires. We identify your money mindset — whether you are The Alpha Investor, The Growth Seeker, The Balanced Navigator, The Cautious Planner, or The Capital Preserver — and design strategies accordingly.
5 Investor Personalities
Mutual Fund Distribution
As an AMFI-registered MF distributor (ARN-330164), we have empanelment with all top AMCs in India — giving you access to 30+ fund houses and hundreds of schemes across equity, debt, hybrid, and thematic categories.
ARN-330164 · 30+ AMCs
Specialised Investment Funds (SIF)
As an AMFI-registered SIF Distributor, TechArtha is among a small, certified group authorised to distribute SEBI's newest investment category. We conduct mandatory suitability assessments and guide eligible investors — including UAE NRIs — through SIF investments with full DTAA compliance.
SEBI Regulated · Min ₹10L · DTAA Optimised
Insurance Advisory
Comprehensive insurance solutions spanning Term Life, Health, Motor, Fire, Cyber, and General Insurance. We help families build a protective financial shield before building wealth — because protection always comes first.
Term · Health · Motor · Cyber · Fire
Financial Education for All
Through educational videos, blogs, reels, and in-person sessions, we empower working professionals and their families with essential financial knowledge — from understanding SIPs to navigating tax, from DTAA for NRIs to will and succession planning basics.
Videos · Blogs · Workshops
Beyond Investments
Tax Filing Assistance
Guidance on ITR filing — especially ITR-2 for NRIs with capital gains, DTAA declarations, and foreign income disclosures. We help you stay compliant while maximising legitimate tax benefits.
Will & Succession Planning
Help with creating a valid will, nominee management, and succession planning to ensure your wealth reaches the right people — without legal dispute or delay.
Estate Strategy
Structured approach to estate organisation — mapping all assets, ensuring proper documentation, and aligning your estate plan with your family's long-term financial objectives.
Company Incorporation
Assistance with business registration and incorporation for entrepreneurs, NRI business owners, and professionals looking to formalise their ventures in India.
NRI Financial Services
Specialised guidance for Non-Resident Indians — particularly UAE-based NRIs — covering DTAA benefits, Form 10F, TRC, NRE/NRO account structuring, FEMA compliance, and repatriation planning.
Bonds & Fixed Income
Access to government securities, corporate bonds, and fixed income products to add stability and predictable returns to your overall investment portfolio.
Our Differentiators
Why TechArtha?
We assist anyone looking to build long-term financial health — sophisticated investing that aligns with aspirations, and becoming financially knowledgeable.
🎓
Awareness First
Before we recommend anything, we educate. No product is sold until the investor fully understands what it is, why it suits them, and what the risks are. Financial literacy is the foundation of every client relationship at TechArtha.
📖
Education-Led Approach
We provide balanced education that inspires — not system-driven incentives that compel action. Our educational videos, blogs, and reels help investors understand before they invest. Knowledge is our most powerful product.
💎
Simplicity First
No jargon. No complexity theatre. Whether it is explaining a SIF strategy or a DTAA benefit, we communicate in plain language that makes sense to real people with real lives and real goals.
🤝
Trust & Transparency
Every engagement comes with crystal-clear terms. We disclose our ARN, our fees, our process, and our limitations — because trust is not demanded, it is earned. We deliver what we promise, every single time.
⚙️
Tech-Enabled Tools
Intuitive risk profilers, goal planners, SIF calculators, SIP and SWP tools, and financial calculators — all designed to help you make smarter, data-informed decisions seamlessly as part of your wealth journey.
🌱
Long-Term Partnership
We don't sell products and disappear. We build lasting financial relationships — reviewing portfolios, rebalancing when needed, advising on life changes, and walking alongside you for the long journey that wealth creation truly is.
The People Behind TechArtha
Meet Our Founders
TechArtha is founded and led by people who are as passionate about financial education as they are about financial outcomes.
👨💼
Sushil Arvind Raul
Founder & CEO · ARN Holder
Sushil is the driving force behind TechArtha's mission to simplify finance for every Indian. As the AMFI-registered ARN holder (ARN-330164), he personally leads all investment advisory, suitability assessments, and client relationships. With deep expertise in mutual funds, SIFs, NRI financial planning, and DTAA strategies, Sushil's approach is always education-first and client-centric — never product-led.
👩💼
Swati Raul
Co-Founder & Director
Swati brings operational clarity, organisational strength, and a deep commitment to client experience at TechArtha. As Co-Founder and Director, she oversees business operations, client onboarding, and ensures that every interaction with TechArtha reflects the firm's core values of trust, transparency, and genuine care for the client's financial wellbeing.
Our Regulatory Credentials
ARN-330164
AMFI Registration Number
ARN Holder: Sushil Arvind Raul
ARN Holder: Sushil Arvind Raul
AMFI
Registered Mutual Fund Distributor
All AMCs empanelled
All AMCs empanelled
AMFI SIF
Registered SIF Distributor
SEBI-authorised
SEBI-authorised
64683
BSE Membership ID
Bombay Stock Exchange
Bombay Stock Exchange
NSE MF II
NSE Member
National Stock Exchange
National Stock Exchange
Know Yourself First
What Is Your Investor Personality?
TechArtha's unique Investor Personality Profiler goes beyond standard risk questionnaires. We identify how you think about money — your instincts, your fears, your aspirations — and build a financial strategy that truly fits you.
⚡
The Alpha Investor — High risk, high conviction, growth-first
📈
The Growth Seeker — Ambitious, long horizon, equity-oriented
⚖️
The Balanced Navigator — Measured, diversified, steady compounder
🛡️
The Cautious Planner — Safety-first, conservative, debt-leaning
🏦
The Capital Preserver — Stability above all, low-risk mandate
🎯 Why Personality-Based Investing?
Everyone has a unique relationship with money — shaped by upbringing, experience, and temperament. A strategy that works perfectly for one investor may cause anxiety for another. At TechArtha, we match your investment plan to your personality, not just your net worth. The result: you stay invested through market cycles because the plan actually feels right for you.
UAE NRI Specialists
Serving NRIs with a
DTAA Advantage
DTAA Advantage
TechArtha has deep expertise in NRI financial services — particularly for UAE-based NRIs who benefit from the India–UAE Double Taxation Avoidance Agreement (DTAA). We help NRIs invest in India compliantly, tax-efficiently, and with a clear long-term plan.
⚖️
India–UAE DTAA Guidance
TRC, Form 10F, ITAT precedent (Saket Kanoi 2024), 0% capital gains potential — fully guided.
🏛️
SIF for UAE NRIs
SEBI-regulated SIF investing with AMFI-authorised SIF distribution and mandatory suitability assessment.
🔄
FEMA & Repatriation
NRE/NRO account guidance, Form 15CA/15CB, and compliant repatriation of up to USD 1M/year.
🌍 NRI Services at TechArtha
✓ Mutual Fund investments via NRE/NRO accounts
✓ Specialised Investment Fund (SIF) advisory
✓ DTAA benefit claim support (TRC + Form 10F)
✓ ITR-2 filing guidance for NRI capital gains
✓ FEMA compliance & repatriation planning
✓ SIP + SWP two-phase income strategy
✓ Insurance for NRIs (Health, Term, General)
✓ Will & succession planning for Indian assets
Reach us directly on WhatsApp
+91 83088 16023
Let's Start Your Financial Journey
Ready to Invest with
Clarity & Confidence?
Book a complimentary one-on-one session with our team. No obligation, no sales pitch — just a genuine conversation about your goals and how we can help you reach them.
Phone / WhatsApp
+91 83088 16023
Email
support@TechArtha.com
Website
www.TechArtha.com
Office
204 Pawar Plaza, Tathawade, Pune 411033
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. TechArtha is the brand name of TechArtha Financial Services Pvt Ltd. AMFI Registered MF & SIF Distributor. ARN-330164. ARN Holder: Sushil Arvind Raul. BSE Membership ID: 64683. NSE MF II Member. CIN: U65999PN2024PTC. Registered Office: Office No. 204, 2nd Floor, Pawar Plaza, Opp. Azure Society, Tathawade, Pimpri-Chinchwad, Pune – 411033, Maharashtra, India. Verify ARN at www.amfiindia.com. The information on this page is for educational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Please consult a SEBI-registered advisor before investing.