Built for Clarity
Key Features
From consolidated family reporting and real-time valuations to tax-ready MIS and automated accounting, ArthYaan gives you total visibility across assets and entities.
Powerful Dashboard
See your entire family’s wealth in one secure dashboard. ArthYaan brings together all members, entities, and accounts to give a single, unified view of net worth—eliminating silos and manual consolidation.
All Asset Classes
Track everything in one place—Stocks, Mutual Funds, PMS, AIFs, Bonds, F&O, FDs, Real Estate, and More. ArthYaan supports complex portfolios without compromising clarity or control.
Automated Data Extraction
Upload 100's of transactions from Transaction Statements, Contract Notes, CAMS Reports, Bank Statement etc. in any format (PDF, CSV, etc). Instantly record these transactions accurately eliminating thousands of man hours in manual data entry and review.
Accounting Integration
Easily update your books of accounts that you maintain in your preferred accounting application (like Tally) by instantly pushing vouchers that ArthYaan auto creates at the click of a button.
Tax & Capital Gains Reports
Generate tax-ready reports with accurate capital gains, income, and holding-period classifications. Designed for compliance and audit readiness, making tax filing and reviews faster and error-free.
Near real-time market revaluation
Stay updated with near real-time market valuations across portfolios. Securities listed in India are automatically revalued every few minutes so your portfolio always reports current value without manual intervention.
Know how professionals benefits from ArthYaan.
Wealth Managers
Professional Trustees
Chartered Accountant
Why ArthYaan
Single Source of Truth
All your family’s wealth is consolidated in one reliable, accurate dashboard—no silos, no conflicting reports.
Thoughtfully designed access control
Your data stays private. Modular access controls ensure that only people you authorize can access the module(s) that you want them to — We NEVER see your information.
Fair Pricing (Per PAN)
Simple, transparent pricing based on PANs and modules—NO hidden charges, NO net-worth-based fees.
Simple & Secure
How It Works
Upload your investment data once — ArthYaan automatically consolidates, revalues and delivers decision-ready reports, MIS and accounting outputs with complete privacy.
Easy Onboarding
Sign-up and create your account for free. Login to your account. Simply collate your existing investment data for each of your entity on an excel sheet provided by us. Upload this excel sheet on ArthYaan. That's it!. You are good to go. Should you need help with this, Click here, Fill the details and our team shall connect with you to help you with the onboarding process.
Step 01
Update investment transactions
Upload investment transactions from contract notes, PMS statements, CAMS reports, etc., as and when you purchase or sell investments. ArthYaan automatically reads transaction data from these statements and update your investment records.
Step 02
Auto Consolidation
ArthYaan automatically reads, classifies, and consolidates all holdings across asset classes and family members. No manual entry. No Excel. One unified family-level view.
Step 03
Reports & Tally output
Generate ready-to-use reports for net worth, capital gains, tax MIS, and performance. Export vouchers from ArthYaan to update your books of accounts on Tally. ArthYaan also generates necessary reports to help you with your compliance requirement with income tax and audit.
Step 04
Dashboard Preview
Request a Private Demo
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Contact Us
+91 9323801801
Trust & Security
