Focused Equity Strategy for Long-Term Wealth Creation
By Sanica Dhamnaskar
Chartered Accountant | CFA Program Level III Cleared
Arthavya Capital is dedicated to helping clients build meaningful equity exposure through a focused, research-backed stock portfolio. The service is designed exclusively for long-term investors, not for traders or speculators, and emphasizes transparency, discipline, and a personalized investment journey.
Based in Mumbai, we work with a select group of investors to ensure high-quality, long-term equity guidance grounded in both fundamental and technical research.
Who This Is For
Arthavya Capital is best suited for serious investors who seek:
- Direct stock ownership with complete transparency
- Wealth creation through fundamentally strong businesses
- A disciplined, research-driven strategy with ongoing support
This service is not suitable for day traders or speculative investors. It is designed for individuals with a long-term mindset who prefer guidance over guesswork.
Experience & Approach
- 5+ years of experience as a trader and investor
- Strong research depth combining fundamental quality and technical timing
- Focus on large-cap equities, with selective mid- and small-cap opportunities
- Strategy rooted in risk-aligned investing, tailored to individual client goals
Scope of Services
We offer a customized equity advisory service tailored to your financial goals, risk appetite, and investment horizon. Our offerings include:
- Optional review of your existing portfolio
- A curated stock portfolio with position sizing guidance
- Tactical entry and exit strategies
- Quarterly portfolio reviews and rebalancing recommendations
- Ongoing updates based on market conditions and opportunities
Our Philosophy
Arthavya Capital is a referral-based, word-of-mouth advisory service. We maintain a limited client base to preserve the quality and integrity of our work.
We believe that successful investing is built on discipline, research, and alignment. Our aim is to partner with clients who value long-term equity compounding through quality businesses, and who appreciate structured, thoughtful advice.
Investment in securities is subject to market risks. Read all the related documents carefully.
Registration granted by SEBI and certification from NISM does not, in any way guarantee performance or provide any assurance of return to investors.