ArthYaan — Wealth Intelligence Platform
Consolidated reporting, real-time valuations, tax-ready MIS, and seamless accounting automation — all in one powerful platform.
ArthYaan helps wealth managers, family offices, and advisors gain a single, accurate view of client wealth across asset classes with automated reporting and compliance-ready outputs.
Free to use upto 31/03/2026
Interactive dashboard showing consolidated family wealth,
asset allocation, returns, and tax insights.
Consolidate
One family view
Bring together all assets, entities, and accounts into a single, unified wealth view.
Analyze
Live insights
Track performance, allocations, and trends with real-time analytics and visual dashboards.
Account
Insightful MIS Report
Generate Insightful MIS report, Tax ready Capital Gain statement and accounting vouchers that integrate seamlessly with tally
Core Capabilities
Consolidated Family Reporting
View all family members, entities, and holdings on one platform with hierarchy-based reporting.
Tax-Ready MIS & Capital Gains
Generate compliant MIS, capital gains, and tax reports without manual calculations.
Accounting Automation (Tally)
Direct integration with Tally to eliminate duplicate data entry and reconciliation.
Real-Time Market Valuations
Auto-update asset values using live market data for accurate net-worth tracking.
All Asset Classes Covered
Equity, mutual funds, PMS, AIFs, bonds, real estate, private assets, and more.
Role-Based Access Control
Granular access for admins, advisors, family members, and accountants.
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Performance Dashboard
Visualize returns, growth, and benchmarks across portfolios.
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Asset Allocation View
Track diversification across asset classes, sectors, and entities.
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Net Worth Summary
Real-time consolidated net worth with drill-down insights.
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Capital Gains Reports
Automated short-term and long-term capital gains calculations.
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Tax MIS Reports
Audit-ready reports for filings, reviews, and compliance.
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Custom Reports
Create and export reports tailored to your firm’s requirements.
How It Works
Upload Statements
Import statements, transactions, and holdings from multiple sources.
Auto Consolidation
ArthYaan cleans, maps, and consolidates data across families and entities.
Reports & Accounting
Generate dashboards, MIS, tax reports, and Tally-ready accounting outputs.
Why ArthYaan
Built for Complexity
Designed specifically for Indian wealth structures, families, and advisors.
Fair Per-PAN Pricing
Simple, transparent pricing based on actual usage — no hidden costs.
Zero-Access Security
Your data stays private with strict access controls and enterprise-grade security.
Ready to see ArthYaan in action?
Experience how effortless consolidated reporting and accounting can be.
Free to use upto 31/03/2026
