About Us

ABOUT US

Empowering Purpose.
Creating Prosperity.
Leaving a Legacy.

Finartha Invest Pvt. Ltd. is a trusted AMFI-registered Mutual Fund Distributor distribution and investment solutions firm based in Pune, India. Founded and led by Harish Naganna (17+ years in mutual fund distribution; 25+ years of corporate leadership), we help families in India and NRIs worldwide grow wealth with clarity, discipline, and transparency.

SEBI/AMFI compliant language Clients in India & NRIs Serving 2nd & 3rd generations

Who We Server What We Offer

17+

Years in MF distribution

300+

Families served

India + NRIs

Geographies

2nd/ 3rd

Generational trust

COMPANY PROFILE

About Finartha Invest Pvt. Ltd.

Simple, transparent and goal-focused investing for families and NRIs.

We specialise in goal-based investment strategies that help individuals and families work toward long-term wealth, steady income, and future security. Our client base spans salaried professionals, entrepreneurs, high-net-worth families, and NRIs from Australia, Malaysia, Dubai, the USA, and across India. Many relationships now extend into 2nd and 3rd generations, built on clarity, transparency, and a client-first approach.

Mutual Fund Distribution – SIPs, lump-sum, tailored suggestions.
Goal-oriented solutions – retirement, children’s education, property, lifestyle goals.
NRI investment services – seamless India investing with regular updates.
Risk-aware, diversified allocations matched to your profile and life stage.
Tax-aware approach within regulations for better post‑tax outcomes.

Mission & Vision

Mission

To help 10,000 families make smart, confident investment decisions that lead to financial security, steady growth, and peace of mind. Whether it’s a first SIP or a multi‑crore portfolio, every step moves clients closer to their dreams.

Vision

To be the most trusted trusted mutual fund and investment partnerfor families across India and NRIs worldwide — creating a legacy of wealth, security, and opportunities enjoyed for generations.

Our 12 Core Values

Short value names with simple, emotional statements.

1) Trust

We earn and protect trust through honesty, consistency, and ethics in every recommendation.

2) Clarity

We explain mutual funds, SIPs, and strategies without jargon so decisions are confident and informed.

3) Client‑First

Your goals drive every suggestion; priorities come before products.

4) Long‑Term Vision

We focus on wealth that lasts decades, not quick wins.

5) Ongoing Guidance

Regular reviews keep you on track with life goals.

6) Simplicity

Strategies you can understand, follow, and trust.

7) Inclusivity

First-time investors to HNIs — everyone gets equal care.

8) Generational Care

Proudly serving 2nd & 3rd generation families.

9) Transparency

Clear on risks and potential rewards — always.

10) Balanced Growth

Steady wealth with sensible risk management.

11) Global Perspective

India + NRIs personal service across geographies.

12) Partnership

A lifelong journey toward financial confidence.

Who We Serve

Salaried Professionals

Disciplined SIPs and long‑term strategies for home, retirement, and life goals.

Entrepreneurs & Business Owners

Create steady personal wealth alongside business growth.

High‑Net‑Worth Individuals

Customised mutual fund portfolios for growth, diversification, and preservation.

NRIs (Non‑Resident Indians)

Seamless India investing with a tax‑aware approach and regular updates.

Multi‑Generational Families

Habits and portfolios that stand the test of time.

First‑time Investors

Simple explanations, clear steps, and confidence from day one.

What We Offer

Mutual Fund Distribution

SIPs and lump‑sum investments aligned to goals, horizon, and risk comfort.

Goal‑Oriented Solutions

Retirement, children’s education, property, and lifestyle wealth creation.

NRI Investment Services

Onboarding support, India investments, tax‑aware structure, regular reviews.

Risk‑Aware Strategies

Diversified allocations matched to your profile and life stage.

Tax‑Aware Approach

Recommendations consider post‑tax efficiency within regulations.

Review & Reporting

Simple dashboards and periodic check‑ins for clarity and control.

Why Choose Finartha

17+ Years in MF Distribution

Proven track record through multiple market cycles.

300+ Families Served

Personalised attention and measurable progress.

Global Clientele

India + NRIs in Australia, Malaysia, Dubai, USA.

Clarity & Simplicity

Investments explained in plain language.

Ethical & Compliant

100% adherence to SEBI & AMFI guidelines.

Generational Continuity

Relationships that last beyond a lifetime.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN - 334187 | Date of initial registration – 05 JULY 2008 | Current validity of ARN – 15 AUG 2028

The Corporate Identity Number of the Finartha Invest Pvt Ltd. is U64990PN2025PTC243331

Grievance Officer- Mr. Harish Naganna | connect@finarthainvest.com