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Arthya Wealth and Investments Pvt Ltd
Arthya Wealth and Investments Pvt Ltd

Arthya Wealth and Investments Pvt Ltd

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AUM 156.98 Cr
(As on Oct, 2025)
No. of schemes1
Powered by
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About Arthya Wealth and Investments Pvt Ltd

Arthya Wealth and Investments Pvt Ltd manages assets worth Rs 156.98 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap scheme.

bt_logoPORTFOLIO MANAGERS

Rohit Beri
Rohit Beri
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +7.2 %
Profile

Rohit, co-founder and CIO of ArthAlpha, is an accomplished data scientist and investment professional with extensive experience in AI/ML-driven quantitative investing, financial engineering, and data science. Before co-founding ArthAlpha, he served as the CIO at True Beacon, where he led the launch of India’s first AI-driven long-only quantitative equity fund, combining fundamental analysis with machine-learning models to deliver differentiated returns and attract institutional and high-net-worth clients. Rohit brings over 20 years of experience in financial markets across India, Singapore, and the United States, with a stellar track record of building quantitative investment strategies in both Indian and global markets.Previously, Rohit co-founded Riemann Capital (Singapore), where he advised institutional investors and family offices on financial data science and traded Indian equity derivatives using deep learning models. He also founded a quantitative hedge fund, Roaring Numbers (US), which was later acquired by a family office within the first year of operations. Rohit has worked for top global and regional banking institutions (ICICI Bank, Citibank, Credit Agricole CIB, ANZ). In his last banking position, he built and led the wealth solutions business for ANZ in Asia, assembling a high-performance team that drove innovation in investment and financing solutions across asset classes. Rohit is a Chartered Accountant turned data scientist with the CFA (US) charter and a Sloan Fellow (MS-Business) from Stanford GSB. He also holds graduate certificates in AI/ML and Data Science from MIT and Harvard. Rohit’s insights on AI in finance and market strategy are regularly featured in The Economic Times, Mint, and Moneycontrol.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
10 Out of 20
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Arthya Wealth and Investments Pvt Ltd ?
The total AUM managed by Arthya Wealth and Investments Pvt Ltd is ₹ 156.98 crores
What is the total number of schemes managed by Arthya Wealth and Investments Pvt Ltd ?
The total number of schemes managed by Arthya Wealth and Investments Pvt Ltd is 1
What is the best performing PMS scheme of Arthya Wealth and Investments Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is ArthAlpha Machine Learning Equity Quant.
What is the best performing PMS scheme of Arthya Wealth and Investments Pvt Ltd in 3 years?
The best performing PMS scheme of Arthya Wealth and Investments Pvt Ltd in 3 years is ArthAlpha Machine Learning Equity Quant