Artha Bharat

What Artha Bharat does

Artha Bharat is a multi-jurisdictional fund management and advisory platform anchored in GIFT City, India, with operational hubs and licensed entities in Mauritius, Abu Dhabi (ADGM), and the British Virgin Islands. The firm's primary operating entity, Artha Bharat Investment Managers IFSC LLP, is registered with the International Financial Services Centres Authority (IFSCA) as a Fund Management Entity; Artha Bharat Investment Managers ADGM Limited holds in-principle approval from the FSRA as a Category 3C entity, a Mauritius licensed entity holds a Variable Capital Company under formation, and a BVI associate operates under FSC oversight. The company reports USD 750M+ in assets under management across six or more fund portfolios spanning hedge, credit, and equity strategies.

The product platform is built around four core offerings: Alternative Investment Funds (AIFs) that provide regulated hedge, credit, and equity strategies for high-net-worth individuals and institutional investors; Portfolio Management Services (PMS) for customised, research-driven mandates targeted at HNIs and family offices; Third-Party Fund Management (TPFM), an umbrella that lets external asset managers launch and operate funds under Artha Bharat's regulatory platforms in GIFT City, Mauritius, and ADGM; and a Fund Distribution channel serving wealth intermediaries. In July 2026 the firm extended this surface with the Artha Bharat FinMet Physical Gold Fund at GIFT City — described as the first physical commodity fund and first gold fund authorised by IFSCA — launched with Singapore-based FinMet as investment adviser and a Total Expense Ratio of 0.65% on a corpus allocated primarily to LBMA-standard gold bars traded via the India International Bullion Exchange (IIBX) and stored in IIDI-insured vaults.

The revenue model is fee-based and recurring: management and performance fees on AIFs and PMS, platform and infrastructure fees from the TPFM offering, distribution commissions, and a 0.65% TER on the Physical Gold Fund. Customer segments are explicitly weighted toward HNIs and family offices as primary, with institutional investors and wealth platforms/distributors as secondary. Go-to-market is consultative direct sales, anchored by a visible editorial presence from founder and Managing Partner Sachin Sawrikar in ET Markets and Economic Times coverage on NRI investment preferences, with NRI and GCC capital flows positioned as the demand engine behind GIFT City and ADGM structures. The proprietary technology stack is regulatory and custodial rather than software-driven: fund administration and custody are outsourced to Orbis, StoneX, and Vistra, while legal, tax, and audit support is provided by Cyril Amarchand Mangaldas, AZB & Partners, KPMG (BSR & Co), Deloitte, Kirtane & Pandit, and PSGS.

Name

Artha Bharat

Legal name

Artha Bharat Investment Managers IFSC LLP

Website

https://arthabharat.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Artha Bharat is a multi-jurisdictional fund management platform offering regulated AIFs, PMS, TPFM, and Fund Distribution to HNIs, family offices, wealth platforms, and institutional investors across GIFT City, Mauritius, ADGM, and BVI.

Ownership category

akta.pro rank

Product category

Fund Management Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Alternative investment funds
• Portfolio management services
• Multi-jurisdiction fund management
• Third-party fund management
• Wealth management advisory

Headquarters

HQ city

Gandhinagar

HQ country

India

HQ region

Asia

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Alternative Investment Fund (AIF) Management: Artha Bharat manages regulated AIFs (hedge, credit, equity strategies) and charges management fees and performance fees to investors. AIFs are the core product offering as described across the website.
2. Portfolio Management Services (PMS): Customized portfolio management for HNIs and family offices, generating fee income through managed account fees and potentially performance-based remuneration.
3. Third-Party Fund Management (TPFM): Platform services for external fund managers to launch funds under Artha Bharat's regulatory umbrella, generating platform/infrastructure fees.
4. Fund Distribution: Distribution of investment products to intermediaries/distributors, with commissions or revenue share on managed assets.
5. Artha Bharat FinMet Physical Gold Fund Management: Physical gold fund launched at GIFT City with a total expense ratio of 0.65%, generating recurring fee income from gold investment mandates. The fund offers weekly liquidity and allows investors to redeem units in physical gold bars or cash.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Artha Bharat is a global fund management and advisory platform that operates regulated Alternative Investment Funds (AIFs) spanning hedge, credit, equity, and private equity strategies; delivers customized Portfolio Management Services (PMS) to high-net-worth individuals and family offices; provides a Third-Party Fund Management (TPFM) infrastructure that lets external managers launch funds under its regulatory umbrella across GIFT City, Mauritius, and ADGM; and distributes investment products to wealth intermediaries. The firm is also the manager of the IFSCA-authorized Artha Bharat FinMet Physical Gold Fund, the first physical commodity fund launched at GIFT City.

Product overview

Artha Bharat is a global fund management and advisory platform offering a portfolio of regulated investment products. The core offerings consist of Alternative Investment Funds (AIFs) providing hedge, credit, and equity strategies for HNIs and institutions; Portfolio Management Services (PMS) offering discretionary and advisory investment management for discerning investors; Third-Party Fund Management (TPFM) providing end-to-end fund management and compliance support for external asset managers across global jurisdictions; and Fund Distribution services empowering distributors with tools and insights. The platform operates across multiple jurisdictions including GIFT City (India), Mauritius, ADGM (Abu Dhabi), and British Virgin Islands (BVI), enabling investors to access India and international markets through regulated, transparent structures.

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Investment Funds (AIFs) Regulated alternative investment funds offering global hedge, credit, and equity strategies for high-net-worth individuals and institutional investors, designed to provide diversification and long-term value creation across market cycles.
• Portfolio Management Services (PMS) Customized, research-driven portfolio management for HNIs, family offices, and institutional clients seeking long-term wealth creation through personalized investment strategies with active management and risk monitoring.
• Third-Party Fund Management (TPFM) End-to-end fund management and compliance support platform for external asset managers, strategy owners, and emerging investment firms to launch and manage funds under Artha Bharat's regulatory umbrella across GIFT City, Mauritius, and ADGM.
• Fund Distribution Services empowering distributors with tools, insights, and products to manage client investments seamlessly and transparently through placement of Artha Bharat's fund suite.
• Artha Bharat FinMet Physical Gold Fund First physical commodity fund and first gold fund authorized by IFSCA at GIFT City, allocating at least 95% of corpus to LBMA-standard gold bars traded through IIBX and stored in IIDI-insured vaults, offering weekly liquidity with redemption options in physical gold or cash; co-developed with Singapore-based FinMet as investment adviser.

Quantifiable outcome

• AUM of USD 750M+ managed across 6+ fund portfolios and 4 global hubs
• +2 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core and supporting.

• FinMetcoreStrategic or Co-development Partner · 3 July 2026Singapore-based FinMet serves as the investment adviser for the Artha Bharat FinMet Physical Gold Fund at GIFT City — the first physical gold fund authorized by IFSCA. This strategic partnership positions the fund to deepen GIFT City's role as a global bullion finance hub and support the India International Bullion Exchange (IIBX). FinMet contributes investment advisory expertise to the physical gold investment product.
• OrbiscoreOthersOrbis provides seamless fund administration across NAV computation and investor reporting, defined by precision, efficiency, and an unwavering commitment to quality for Artha Bharat's investors.
• StoneXcoreOthersA trusted partner in global custody and administration, StoneX supports Artha Bharat's cross-border fund structures with agility and reliability across international markets.
• VistracoreOthersVistra works hand-in-hand with Artha Bharat to deliver robust fiduciary and compliance support across international platforms, aligning with the firm's governance-first philosophy.
• Cyril Amarchand MangaldascoreImplementation/ SI/ Consulting PartnerCollaboration with CAM spans fund formation, structuring, and transactions in India, grounded in a shared commitment to clarity, compliance, and forward-thinking legal solutions.
• AZB & PartnerscoreImplementation/ SI/ Consulting PartnerPartnering with AZB allows Artha Bharat to navigate complex transactions and regulatory frameworks with confidence and collaborative legal insight across India.
• BSR & Co (KPMG)coreImplementation/ SI/ Consulting PartnerAs tax advisors, KPMG brings analytical depth and global perspective, working closely with Artha Bharat to ensure every fund structure stands up to regulatory and tax scrutiny.
• DeloittecoreImplementation/ SI/ Consulting PartnerAs Artha Bharat's auditors, Deloitte combines rigour with partnership, supporting transparency and precision in financial reporting across all entities.
• Kirtane & PanditsupportingImplementation/ SI/ Consulting PartnerKirtane & Pandit works alongside Artha Bharat's internal teams to maintain strong financial controls and responsive reporting across entities.
• PSGS & Co LLPsupportingImplementation/ SI/ Consulting PartnerPSGS provides hands-on tax support to the Fund Management Entity (FME), complementing KPMG's advisory role.
• HDFC BankcoreOthersHDFC Bank serves as Artha Bharat's principal banking partner in India, facilitating seamless fund operations and treasury management with reliability and ease.
• SBI (State Bank of India)coreOthersSBI supports Artha Bharat's onshore and offshore banking needs, enabling smooth fund flows and international coordination across jurisdictions.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Regional players

• GIFT City AIF peers (e.g., National Investment & Infrastructure Fund): NIIF and other GIFT City-anchored fund managers operate regulated investment vehicles from the same IFSCA jurisdiction as Artha Bharat, serving overlapping institutional and offshore investors in India-focused strategies.

Direct peers

• 360 ONE Asset Management: 360 ONE (formerly IIFL Wealth) operates an alternative asset management business serving UHNIs and family offices in India with AIF and PMS products — a like-for-like competitor for Artha Bharat's target customer base.
• Premji Invest: The investment office of Wipro's founder, Premji Invest manages alternatives and PMS for a UHNW base in India, with strategies comparable to Artha Bharat's credit/equity/PE AIF mix.
• ASK Investment Managers: ASK is one of India's largest independent portfolio management and alternative investment firms, with deep HNI/family-office penetration and multi-strategy funds — closely mirroring Artha Bharat's PMS and AIF focus.
• Kotak Alternative Investment Managers: Part of Kotak Mahindra Group, Kotak Alternate Asset Managers runs Category II AIFs in India serving HNIs and family offices with multi-strategy offerings — directly comparable to Artha Bharat's AIF and PMS stack.
• Motilal Oswal Alternates: Motilal Oswal's alternatives arm runs AIFs and PMS products targeting HNIs in India, with comparable strategy breadth (credit, equity, real estate) and a relationship-led distribution model similar to Artha Bharat's.

Broad incumbents

• HDFC Asset Management: India's largest AMC with a growing alternatives platform; competes for institutional and HNI flows and dwarfs Artha Bharat on AUM, brand, and distribution scale.
• ICICI Prudential Asset Management: One of India's largest AMCs with a growing alternatives and PMS book; competes for the same HNI wallet as Artha Bharat but offers a much broader product suite including mutual funds and passive products.

Emerging players

• Ananta Capital: Ananta is an India-focused boutique alternative asset manager; smaller and earlier-stage than Artha Bharat but operates in the same HNI/NRI-oriented alternatives segment.
• FinMet: Singapore-based FinMet is Artha Bharat's investment adviser partner on the GIFT City physical gold fund; also operates in physical precious metals and bullion finance, making it an adjacent peer in commodity-linked fund products.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/artha-bharat-investment-managers-ifsc-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Artha Bharat