Investment Management & Financial Services

About Us

Aartham Fineexpert is a part of Bitco Group of Companies, With an average asset base of over 300 Cr (for the quarter ending March 2022), Aartham aims to serve investment needs of individual investors, corporate and institutions through mutual funds and sub-advised portfolios.

Our product portfolio is managed by individually focused management teams to create optimum balance and results. We are committed to providing financial care and top class service.

We are into four major financial fields like Real Estate, Loans, Insurance and Mutual Funds. Guiding our clients in best of our capacity and giving them appropriate guidance for investments is the motto of our company.

Vision

To Be The Most Competitive & Trusted Financing Solutions Provider.

Mission

A PAN India Multiple Banking Financial Solutions Provider With The Least Hassles And Doorstep Services To Our Esteemed Customers.

Why Us

Why Choose Aartham

HASSLE-FREE DOCUMENTATION

INTEREST RATE COMPARISON OF ALL MAJOR BANKS & NBFCs

ONE-STOP-SHOP FOR ALL YOUR FINANCIAL (LOAN) REQUIREMENTS

TIE-UP WITH ALL MAJOR BANKS & NBFCs

Services

Our Valuable Services

A business loan is essentially capital that is borrowed and invested in the establishment of a new or current business. It is crucial to comprehend how these loans function for both small and large organisations, whether they fall under the category of SMEs.

Developers require constant funds for various construction-related work at different stages of the projects to ensure timely completion. We have expertise in this are with ability to make report and application for speedy acceptability and sanction.

The sum of money obtained from a bank or an NBFC to buy a property is known as a mortgage loan, often referred to as a home loan. The house loan tenure, which varies from 10 to 30 years based on the loan’s terms and conditions

A mortgage loan that you can obtain by pledging your property as security or collateral is referred to as a “loan against property.” An individual or business can apply for this type of loan using existing property as security.

A personal loan is one that is utilised to pay for various personal expenses. According on interest rates, processing costs, the amount you need, and the payback terms of a personal loan, you may be able to borrow money for personal expenses.

Long-term infrastructure, industrial projects, and public services are financed through project finance. The project's cash flow is utilized to repay the debt and equity that were used to finance it. We use our expertise in preparing report and getting it approved for project finances.

Aartham Finexpert gives small and medium-sized businesses a working capital loan that is specifically tailored to match their needs. A working capital loan supports your daily business operations. These loans typically go toward regular costs like payroll and accounts payable.

Lumpsum amount is received by any individual every now and then. Instead of keeping it in your account it’s smart to invest in mutual fund for better returns.It’s like one time investment which we can make every now and then whenever we receive any kind of Lumpsum amount

Switching of funds means moving the money from an investment scheme to another investment scheme. Investor can switch between two different schemes i.e. money is taken out of fund A (a sell order) and invested in fund B (a purchase order).

Systematic Investment Plans (SIPs) eliminate the need to time the market and are a straightforward and efficient approach to invest in mutual funds. The SIP Investment method entails the consumer investing a certain mutual fund scheme in a predetermined amount on a regular basis (weekly, monthly, quarterly, etc.)

An investor uses the Systematic Transfer Plan (STP) approach to transfer a predetermined sum of money from one investment vehicle to another (usually from a debt fund to an equity fund).

A Systematic Withdrawal Plan (SWP) is a facility that allows an investor to withdraw money from an existing mutual fund at predetermined intervals.

A variety of general insurance plans are included in a general insurance policy, which is a non-life insurance product. Automobiles, mediclaim, homeowner’s insurance, marine, travel, and other types of general insurance are widespread in India.

Health insurance offers medical protection to the insured against both unexpected and anticipated medical costs. It offers financial support to pay for hospitalization, operations, daycare procedures,etc.

A life insurance policy is a contract between an insurance company and a policyholder that states that the life insurer would, in exchange for a premium, pay a predetermined sum of money after a predetermined amount of time or upon the death of the life guaranteed.

Insurance against loss or damage of cargo, ships, and terminals that transport goods that are moved, acquired, or retained between an origin point and a destination is provided by the marine industry.

Term insurance is a type of life insurance that provides protection to the policyholder for a predetermined amount of time in exchange for a premium paid over time.

If you are keen to make an investment in real estate, we have a myriad of possibilities for you in the residential, commercial or hospitality area.

Due to the dominance of rental agreements in the city, the majority of leasing companies and even the tenants for both residential and commercial developments are embroiled in never-ending disputes over the terms of their lease.

Regarding real estate, we serve a sizable number of consumers who are eager to purchase homes and businesses in various areas of the city.

check Our Awards

Awards

Specials

Core Values

Customer Relationship

There are four key principles of our customer service: It's personalized, competent, convenient, and proactive. These factors have helped us in maintaining and enrich our customer experience.

• Personalized: Starts with a human touch. Personalized interactions to improve our service and communication to let customers know that we care.
• Competent: Competency is the key element that plays the biggest role in our customer experience. Our customer support professionals have strong knowledge of the company and its products, as well as the power to fix the customer’s problems.
• Convenient: Customers can get in touch with us through various channels of their choice. We offer support through the channels of communication our customers rely on the most.
• Proactive: We proactively reach out to our customers and explain any change in situation or service. We keep our customers in loop for changes and temporary disruptions.

Integrity

Integrity is the foundation for everything we do. We are admired and respected for our commitment to honesty, trust, and transparency. We do the right thing — even when no one is watching. We’ve created a positive and inclusive culture that fosters open, honest, and meaningful relationships. We celebrate and embrace our diversity, finding ways for everyone to belong. We invest in each other and we win and learn as a team.

Respect for People

We value our customers and respect their opinions in order to prioritize their needs and provide excellent services to them. We believe in delivering value to our respectful customers.

Passion for Excellence

We have a strong desire to do outstanding, extraordinary and remarkable work. Passion for work and enhanced desire to pursue excellence. We like to do the right thing the first time, every time.

Honesty

Honesty starts from the top. We are clear and open with everyone.

Openness and honesty make our work environment where people feel trusted, especially by company leadership. An environment where information is communicated with clarity, it opens the door for greater connection and productivity.

Honesty in the workplace encourages a sense of trust. Employees and clients are free to voice their opinions. We give people a forum to express their opinions, and we work on their suggestions. Communicate the Positive AND the Negative. At the end of the day, there will always be things that need improvement. Our drive for excellence continues.

Professional Enterpreneurship

We are innovative, creative, resourceful and adaptable.

Everyone has creativity, not just artist, musicians, and actors. Our creativity can be reflected in the work you do by having an entrepreneurial spirit or creating innovative solutions to problems which are encountered in everyday life.

We provide our people the opportunity to use their skills and support our team.

Testimonials

What they're saying about us

This is to express acknowledgement and appreciation to the diligent and efficient team of 'Aartham'.

Prateek Verma

Director - Firenet India Pvt. Ltd.

Aartham has been a strong support to us personally as well as professionally in terms of indivisual portfolio management

Jekin Thakkar

Partner - Devam Enterprises

I, Brian Soares, Director of Kargo King Express Pvt.Ltd. would love to express my appretiation to the entire team of Aartham. I would call them a life saver for me and my Company.