Frequently Asked Questions
Clear answers for families, professionals, and fiduciaries evaluating ArthYaan.
Understand how ArthYaan simplifies wealth tracking, reporting, and decision-making with secure, consolidated insights.
Get quick clarity on features, benefits, and usability tailored to your needs.
Why These Questions Matter
Simple and clear answers to common questions about ArthYaan’s capabilities, features, pricing & the value it creates for the user
1. Understanding ArthYaan
ArthYaan is a cloud-based wealth intelligence, recording, and reporting platform built for HNIs, family offices, Chartered Accountants, wealth managers, and professional trustees.
It consolidates investment data from multiple sources into a single source of truth, transforming fragmented information into structured intelligence. ArthYaan enables performance analysis, insightful MIS reporting, tax-ready data, and audit-friendly records—securely, efficiently, and at scale.
ArthYaan is purpose-built for:
- Investors – From Newbies to High-Net-Worth and Ultra-High-Net-Worth families
- Chartered Accountants and tax professionals
- Wealth managers and family offices
- Trusteeship and fiduciary service providers
Each user group benefits from the platform in a different way—while working on the **same source of truth.
Unlike spreadsheets or basic portfolio tools, ArthYaan:
- Consolidates data across wealth managers and family entities
- Supports all asset classes, including complex ones
- Generates tax-ready and audit-ready MIS
- Enforces strict role-based access control
- Automates data entry and accounting integration
It is designed not just to track investments, but to manage wealth responsibly at scale.
ArthYaan is not a wealth management or investment advisory platform.
It does not recommend where you should invest, which stocks or funds to buy or sell, or how to time markets.
ArthYaan is also not a trading platform, brokerage, PMS, or distribution channel, and it does not earn commissions from product manufacturers or wealth managers.
Instead, ArthYaan is a wealth intelligence and reporting platform—designed to record, consolidate, analyse, and report your investments across asset classes, entities, and advisors with accuracy and transparency.
It empowers investors, families, and professionals with clarity and control, while allowing wealth managers, Chartered Accountants, and trustees to independently discharge their responsibilities without conflict of interest.
In short, ArthYaan complements your advisors—it does not replace them.
It ensures that decisions are made on clean, complete, and reliable data, which is the foundation of good advice and sound governance.
2. Dashboard and MIS
2.1- Dashboards and Wealth Reporting
ArthYaan offers a customisable family-level dashboard** with visually rich, intuitive charts such as:
- Asset allocation across asset classes
- Equity exposure by market cap and category
- IRR performance over 1, 2, and 3 years
- Top gainers and losers based on live market prices
- Family and entity-level net worth snapshots
Only family owners and authorised decision-makers can access these dashboards.
Yes. ArthYaan allows users to **select the charts they want** from a rich library and create a dashboard that reflects what matters most to them—whether it’s performance, risk exposure, or asset allocation. (This feature is ‘Coming Soon’!)
Yes. Consolidated reporting is one of ArthYaan’s core strengths.
It combines investments across:
- Multiple family members
- Multiple entities (PANs)
- Multiple wealth managers
- Multiple asset classes
This provides a true family-level view of wealth**, something fragmented reports cannot deliver.
2.2- MIS, Reporting & Wealth Intelligence
Users value ArthYaan because it brings together:
Key MIS Reports for monitoring and review
Analytical reports for performance and tax planning
Sector and market-cap insights for risk assessment
All reports are generated from a single, accurate data source, ensuring confidence in discussions, decisions, and disclosures.
ArthYaan's reporting framework includes a powerful suite of Key MIS Reports designed to help families, professionals, and advisors monitor, review, and make informed decisions on wealth across entities and asset classes.
These reports are:
Consolidated at family level
Available entity-wise or portfolio-wise
Flexible enough to be generated in summary or detailed formats
Configurable to include or exclude promoter holdings
They are built not just for reporting—but for review meetings, risk assessment, and strategic planning.
Yes. ArthYaan’s Key MIS Reports are structured, consistent, and audit-friendly, making them suitable for:
Family review meetings
CA and advisor analysis
Trusteeship oversight
Audit and compliance workflows
They reduce reliance on manually prepared spreadsheets and improve accuracy and consistency across reporting periods.
2.3- Key MIS Reports
Some of the most widely used and decision-critical Key MIS Reports include:
The Asset Allocation Report provides a consolidated view of your family’s investments across all asset classes, helping you clearly understand diversification and overall wealth structure.
Key capabilities include:
Family-level and entity-wise views
Portfolio-wise reporting, including PMS portfolios
Option to include or exclude promoter holdings
Summary format for quick reviews
Detailed format for deeper analysis
This report is often used as a starting point for wealth reviews, asset rebalancing discussions, and long-term allocation planning.
The Stocks – By Segment Report classifies listed equity investments across industry and business segments such as:
Banking & Financial Services
Information Technology
Pharmaceuticals & Healthcare
Manufacturing
Consumer Goods
Infrastructure, Metals, Travel & Leisure, and more
It helps investors:
Assess sector-wise exposure
Identify concentration risks
Understand economic sensitivity of the portfolio
The report can be generated:
At family or entity level
In summary or detailed formats
With flexibility to include or exclude promoter holdings
This report is particularly valuable for risk analysis, diversification review, and sector rebalancing decisions.
The Market Capitalisation Report presents equity investments classified into:
Large Cap
Mid Cap
Small Cap
This enables investors to evaluate:
Portfolio stability versus growth orientation
Risk profile across market cycles
Exposure to volatility-sensitive segments
The report supports:
Consolidated family-level views
Entity-wise analysis
Summary and detailed formats
Optional inclusion or exclusion of promoter holdings
It is frequently used during portfolio risk reviews and strategic equity allocation discussions.
The MIS – By Asset Class Report allows users to generate focused MIS views by selecting one or more asset classes, such as:
Equity
Debt
Mutual Funds
PMS
AIFs and alternative investments
This report is designed for:
Periodic monitoring
Asset-class-specific performance reviews
Focused discussions without distraction from unrelated assets
It provides a clear, decision-oriented snapshot tailored to the user’s immediate review needs.
Are these MIS reports suitable for professional reviews and audits?
Yes. ArthYaan’s Key MIS Reports are structured, consistent, and audit-friendly, making them suitable for:
Family review meetings
CA and advisor analysis
Trusteeship oversight
Audit and compliance workflows
They reduce reliance on manually prepared spreadsheets and improve accuracy and consistency across reporting periods.
3. Assets
3.1- Asset Coverage & Market Data
- ArthYaan supports virtually all asset classes, including:
- Indian equities, mutual funds, ETFs
- PMS, AIFs, Private Equity
- Futures & Options
- Foreign assets and global securities
- Bonds, NCDs, debentures
- Commodities and bullion
- Real estate, art, insurance, retirement assets
All assets appear on one platform, one screen.
Yes. Listed investments are updated using near real-time market prices, so your net worth and portfolio values reflect current market conditions—not outdated statements.
ArthYaan records and reports:
- Discretionary portfolios
- Non-discretionary portfolios
- PMS holdings
All are treated transparently and included in consolidated and sector-level analysis.
4. Corporate Action
Corporate actions are events initiated by publicly listed companies that result in changes to securities or impact shareholder value. These include dividends, bonus issues, stock splits, rights issues, mergers, and similar events approved by the company’s board (and, where applicable, shareholders).
ArthYaan automatically captures and applies the impact of corporate actions on your investments, ensuring portfolios, reports, and tax computations remain accurate—without manual intervention.
Corporate actions directly affect:
Number of units or shares held
Cost of acquisition
Market value
Income recognition
Capital gains computation
Missing or incorrectly applying a corporate action can materially distort portfolio performance, net worth, and tax calculations. ArthYaan eliminates this risk by systematically automating corporate action adjustments across your holdings.
ArthYaan supports a wide range of corporate actions across asset classes, including:
Equities
Dividend payout
Bonus shares
Stock splits
Rights issues
Mutual Funds
Dividend payout
Dividend reinvestment
Scheme splits
REITs
Distributions
These actions are applied consistently across all relevant reports and accounting records.
With a simple action trigger, ArthYaan:
Identifies eligible holdings
Applies changes to quantities, prices, and cost bases
Updates portfolio valuation and performance metrics
Reflects the impact across MIS, accounting, and tax reports
For example, in the case of a stock split, ArthYaan automatically recalculates the number of shares and adjusts the acquisition price—instantly and accurately.
Yes. ArthYaan allows corporate actions to be rerun retrospectively.
This is especially valuable if:
A corporate action was missed earlier
Data was imported after the event date
You wish to reassess historical performance
The system recalculates the portfolio without deleting or disturbing historical transactions, ensuring continuity and accuracy.
ArthYaan tracks and applies corporate actions based on all relevant dates, including:
Ex-Date
Record Date
Payment Date
Effective Date
The system automatically determines eligibility based on your holdings as of these dates and applies the impact accordingly.
ArthYaan uses trusted market data sources (including recognised stock exchange feeds) and cross-verifies them against your portfolio positions.
When corporate actions are rerun, the system recalculates outcomes holistically to ensure:
No duplication
No distortion of past data
Consistency across reports and accounts
To preserve data integrity, most corporate action effects cannot be manually altered once applied.
Instead, ArthYaan allows you to rerun the action if changes are required.
Limited flexibility is provided where necessary—for example, adjusting income or tax deduction components—without compromising overall accuracy.
Yes. Corporate actions can have direct tax implications, particularly for:
Dividend income
Capital gains
Cost base adjustments
ArthYaan automatically reflects these impacts in:
Capital gains reports
Income reports
Tax computation summaries
All calculations are aligned with applicable provisions of the Income-tax Act, helping ensure accuracy for compliance, planning, and audit.
5. Tax & Accounting
5.1- Tax, Performance & Analytical Reports
Yes. In addition to Key MIS Reports, ArthYaan provides:
Unrealised capital gains reports (aligned with Indian income-tax logic)
Realised gains and losses
Holding period analysis
IRR-based performance reports
These reports complement MIS reviews by adding a tax and performance lens, helping users move from monitoring to actionable planning.
The unrealised gains reports help investors and advisors:
- Identify tax-harvesting opportunities
- Plan exits efficiently
- Offset gains with losses where applicable
All calculations follow Indian income-tax logic.
5.2- Accounting & Tally Integration
Yes. ArthYaan automatically creates **investment accounting vouchers** for:
- Purchases and sales
- Dividends and bonuses
- Corporate actions
These vouchers can be directly pushed into Tally, avoiding duplicate data entry.
This feature is especially valuable for:
- Chartered Accountants
- Trusteeship companies
- Family offices maintaining multiple entity books
It bridges the gap between investment reporting and accounting.
6. Professionals
6.1- Wealth Managers
ArthYaan enables wealth managers to elevate their client engagement by offering consolidated wealth reporting and portfolio visibility as a value-added service to their clients.
Wealth managers may choose to:
Purchase ArthYaan subscriptions for their clients, and
Offer consolidated reporting and MIS dashboards complimentary, or as part of their advisory relationship.
At a fraction of the cost compared to building in-house reporting systems, ArthYaan allows wealth managers to:
Provide clients with a single, unified view of wealth across all investments
Increase the frequency and quality of client interactions
Build greater trust, dependability, and long-term client stickiness
Reduce operational effort in manual reporting and reconciliation
In practice, ArthYaan helps wealth managers shift conversations from data gathering to insight-driven advisory, strengthening relationships without materially increasing cost or complexity.
6.2- Chartered Accountants
For Chartered Accountants, ArthYaan directly supports their core professional deliverables—accounting, taxation, and financial reporting—while eliminating one of the most time-consuming challenges in serving HNI and UHNI clients.
CAs typically use ArthYaan by:
Purchasing subscriptions for their clients, and
Using it as the primary platform for investment accounting, MIS reporting, and tax data aggregation
Key benefits include:
Accurate and structured investment data flowing directly into accounting and tax workflows
Ready availability of income particulars required for:
Advance tax estimation
Final tax computation
Yes. ArthYaan is designed to seamlessly support:
B2C usage by families, family offices, and individual investors, and
B2B usage by Chartered Accountants, wealth managers, and professional trusteeship firms serving multiple clients.
The platform’s pricing, access controls, and reporting architecture make it equally effective whether used directly by an investor or professionally by advisors and fiduciaries.
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You may consider adding a subtle highlight box near this section:
Built for Professionals. Trusted by Families.
ArthYaan empowers Wealth Managers and Chartered Accountants to deliver superior clarity, accuracy, and confidence—without operational burden.
6.3- Professional Trusteeship Companies
Professional trusteeship companies operate under a fiduciary responsibility to preserve, manage, and transparently account for trust assets settled by HNIs and UHNIs—often across complex investment structures and multiple asset classes.
ArthYaan significantly simplifies the end-to-end lifecycle of trust accounting and compliance.
It enables trustees to:
* Maintain a **clean and complete audit trail** of all investment transactions
* Automatically generate accounting-ready data and vouchers for:
* Preparation of financial statements
* Statutory audits
* Income-tax return filings for trusts
* Provide auditors with **structured, reconciled, and transparent investment data**, reducing audit friction and timelines
What is otherwise a **labour-intensive and error-prone process**, dependent on fragmented statements from wealth managers and custodians, becomes a **systematic and reliable workflow** within ArthYaan.
Yes. ArthYaan is designed to handle:
* Multiple trusts within a family structure
* Each trust as a separate entity with its own reporting, accounting, and access controls
* Granular role-based access for:
* Trustees
* Accountants
* Auditors
* Family representatives (where permitted)
This ensures **strict data segregation**, confidentiality, and governance—essential in fiduciary environments.
ArthYaan aligns naturally with the trusteeship model because it:
* Prioritises **accuracy, traceability, and compliance**
* Supports **long-term record-keeping**, essential for multi-generational trusts
* Enables trustees to discharge fiduciary duties with **clarity, confidence, and control**
* Reduces dependence on manual processes and fragmented third-party reports
In essence, ArthYaan becomes the **system of record** for trust investments—supporting trustees in preserving wealth, ensuring compliance, and enabling smooth audits year after year.
Yes. Private family trusts are often created to protect and transfer wealth across generations.
ArthYaan supports this objective by:
* Creating a **single, enduring digital record** of trust investments
* Ensuring continuity, even as advisors, family members, or trustees change over time
* Providing transparency and discipline, without compromising confidentiality
This aligns directly with ArthYaan’s philosophy:
**“Wealth Today, Legacy Forever.”**
7. Security
7.1- Access Control & Collaboration
Absolutely. ArthYaan offers **granular role-based access control**, allowing you to decide:
* Which users can view dashboards
* Who can upload data
* Who can see specific entities or reports
Access is strictly on a **need-to-know basis**.
Yes. Secretaries can upload documents and view permitted reports—without access to sensitive dashboards or family-level wealth views.
Yes. ArthYaan provides secure access to wealth information and reports through its mobile app, allowing you to stay connected to your wealth anytime, anywhere.
There is no restriction on the number of user logins within a subscription. This enables:
Wealth managers, Chartered Accountants, and professional trustees to create dedicated logins for their clients
Family members to securely access reports and dashboards on their own devices
Family offices to provide controlled, role-based access to stakeholders without sharing credentials
Each user’s access is governed by permissions set by the primary account holder—ensuring that sensitive information is visible only on a need-to-know basis.
Whether you are a family principal reviewing consolidated wealth, a trustee overseeing fiduciary assets, or a professional enabling better client engagement, the ArthYaan App ensures convenience without compromising control or security.
7.2- Security & Privacy
ArthYaan uses:
* Bank-grade encryption
* Multi-layer security architecture
* Zero-access internal controls
Your data is visible **only to authorised users**.
No. ArthYaan follows a **zero-access policy**—even the ArthYaan team cannot see your data.
8. Pricing & Getting Started
8.1- Pricing & Subscription
ArthYaan is priced **per entity (per PAN)**, based on the **modules you choose**, not on portfolio value.
ArthYaan believes that charging more simply because someone is wealthier is unfair.
Pricing is linked to:
* Asset classes used
* Complexity handled
* Cloud resources consumed
This makes pricing **transparent and equitable**.
Yes. You can create **unlimited user logins** within a subscription—at no extra cost.
Yes. As a gesture of recognition, ICAI-registered CAs in practice receive **all modules for ₹1 per year**.
8.2- Growth & Long-Term Use
Yes. ArthYaan is designed to grow with you—from a first-time investor to an HNI or UHNI family.
Its modular pricing and wide asset coverage ensure continuity throughout your wealth journey.
Yes. By maintaining structured, accurate, and auditable wealth records, ArthYaan supports continuity, governance, and informed decision-making—key pillars of legacy planning.
8.3- Getting Started
You can:
* Sign up online – ArthYaan is free for use upto 31st March 2026
* Choose modules based on your needs
* Migrate your existing investments into ArthYaan by using our templates
The onboarding process is structured and assisted.
ArthYaan's website! The website features:
* A flagship solution video (coming soon)
* Research and white papers
* Educational blogs on wealth, governance, and investing
These reflect ArthYaan’s belief in **informed wealth creation and responsible stewardship**.
ArthYaan is a cloud-based wealth intelligence, recording, and reporting platform built for HNIs, family offices, Chartered Accountants, wealth managers, and professional trustees.
It consolidates investment data from multiple sources into a single source of truth, transforming fragmented information into structured intelligence. ArthYaan enables performance analysis, insightful MIS reporting, tax-ready data, and audit-friendly records—securely, efficiently, and at scale.
ArthYaan is purpose-built for:
- Investors – From Newbies to High-Net-Worth and Ultra-High-Net-Worth families
- Chartered Accountants and tax professionals
- Wealth managers and family offices
- Trusteeship and fiduciary service providers
Each user group benefits from the platform in a different way—while working on the **same source of truth.
Unlike spreadsheets or basic portfolio tools, ArthYaan:
- Consolidates data across wealth managers and family entities
- Supports all asset classes, including complex ones
- Generates tax-ready and audit-ready MIS
- Enforces strict role-based access control
- Automates data entry and accounting integration
It is designed not just to track investments, but to manage wealth responsibly at scale.
Wealth Reporting & Dashboards
ArthYaan offers a customisable family-level dashboard** with visually rich, intuitive charts such as:
- Asset allocation across asset classes
- Equity exposure by market cap and category
- IRR performance over 1, 2, and 3 years
- Top gainers and losers based on live market prices
- Family and entity-level net worth snapshots
Only family owners and authorised decision-makers can access these dashboards.
Yes. ArthYaan allows users to **select the charts they want** from a rich library and create a dashboard that reflects what matters most to them—whether it’s performance, risk exposure, or asset allocation. (This feature is ‘Coming Soon’!)
Yes. Consolidated reporting is one of ArthYaan’s core strengths.
It combines investments across:
- Multiple family members
- Multiple entities (PANs)
- Multiple wealth managers
- Multiple asset classes
This provides a true family-level view of wealth**, something fragmented reports cannot deliver.
MIS, Reporting & Wealth Intelligence
Users value ArthYaan because it brings together:
Key MIS Reports for monitoring and review
Analytical reports for performance and tax planning
Sector and market-cap insights for risk assessment
All reports are generated from a single, accurate data source, ensuring confidence in discussions, decisions, and disclosures.
ArthYaan's reporting framework includes a powerful suite of Key MIS Reports designed to help families, professionals, and advisors monitor, review, and make informed decisions on wealth across entities and asset classes.
These reports are:
Consolidated at family level
Available entity-wise or portfolio-wise
Flexible enough to be generated in summary or detailed formats
Configurable to include or exclude promoter holdings
They are built not just for reporting—but for review meetings, risk assessment, and strategic planning.
Yes. ArthYaan’s Key MIS Reports are structured, consistent, and audit-friendly, making them suitable for:
Family review meetings
CA and advisor analysis
Trusteeship oversight
Audit and compliance workflows
They reduce reliance on manually prepared spreadsheets and improve accuracy and consistency across reporting periods.
Key MIS Reports
Some of the most widely used and decision-critical Key MIS Reports include:
The Asset Allocation Report provides a consolidated view of your family’s investments across all asset classes, helping you clearly understand diversification and overall wealth structure.
Key capabilities include:
Family-level and entity-wise views
Portfolio-wise reporting, including PMS portfolios
Option to include or exclude promoter holdings
Summary format for quick reviews
Detailed format for deeper analysis
This report is often used as a starting point for wealth reviews, asset rebalancing discussions, and long-term allocation planning.
The Stocks – By Segment Report classifies listed equity investments across industry and business segments such as:
Banking & Financial Services
Information Technology
Pharmaceuticals & Healthcare
Manufacturing
Consumer Goods
Infrastructure, Metals, Travel & Leisure, and more
It helps investors:
Assess sector-wise exposure
Identify concentration risks
Understand economic sensitivity of the portfolio
The report can be generated:
At family or entity level
In summary or detailed formats
With flexibility to include or exclude promoter holdings
This report is particularly valuable for risk analysis, diversification review, and sector rebalancing decisions.
The Market Capitalisation Report presents equity investments classified into:
Large Cap
Mid Cap
Small Cap
This enables investors to evaluate:
Portfolio stability versus growth orientation
Risk profile across market cycles
Exposure to volatility-sensitive segments
The report supports:
Consolidated family-level views
Entity-wise analysis
Summary and detailed formats
Optional inclusion or exclusion of promoter holdings
It is frequently used during portfolio risk reviews and strategic equity allocation discussions.
The MIS – By Asset Class Report allows users to generate focused MIS views by selecting one or more asset classes, such as:
Equity
Debt
Mutual Funds
PMS
AIFs and alternative investments
This report is designed for:
Periodic monitoring
Asset-class-specific performance reviews
Focused discussions without distraction from unrelated assets
It provides a clear, decision-oriented snapshot tailored to the user’s immediate review needs.
Are these MIS reports suitable for professional reviews and audits?
Yes. ArthYaan’s Key MIS Reports are structured, consistent, and audit-friendly, making them suitable for:
Family review meetings
CA and advisor analysis
Trusteeship oversight
Audit and compliance workflows
They reduce reliance on manually prepared spreadsheets and improve accuracy and consistency across reporting periods.
Asset Coverage & Market Data
- ArthYaan supports virtually all asset classes, including:
- Indian equities, mutual funds, ETFs
- PMS, AIFs, Private Equity
- Futures & Options
- Foreign assets and global securities
- Bonds, NCDs, debentures
- Commodities and bullion
- Real estate, art, insurance, retirement assets
All assets appear on one platform, one screen.
Yes. Listed investments are updated using near real-time market prices, so your net worth and portfolio values reflect current market conditions—not outdated statements.
ArthYaan records and reports:
- Discretionary portfolios
- Non-discretionary portfolios
- PMS holdings
All are treated transparently and included in consolidated and sector-level analysis.
Sector Exposure & Risk Insights
ArthYaan maps every listed equity investment—including PMS and non-discretionary holdings—to broad sectors of the Indian economy such as Banking, IT, Infrastructure, Pharma, Metals, Travel & Leisure, and more.
Sector mapping helps investors:
- Understand concentration risks
- Identify over-exposure to specific sectors
- Compare exposure across entities and at family level
- Make informed rebalancing and risk-mitigation decisions
It turns raw holdings into actionable insight.
Corporate Actions
Corporate actions are events initiated by publicly listed companies that result in changes to securities or impact shareholder value. These include dividends, bonus issues, stock splits, rights issues, mergers, and similar events approved by the company’s board (and, where applicable, shareholders).
ArthYaan automatically captures and applies the impact of corporate actions on your investments, ensuring portfolios, reports, and tax computations remain accurate—without manual intervention.
Corporate actions directly affect:
Number of units or shares held
Cost of acquisition
Market value
Income recognition
Capital gains computation
Missing or incorrectly applying a corporate action can materially distort portfolio performance, net worth, and tax calculations. ArthYaan eliminates this risk by systematically automating corporate action adjustments across your holdings.
ArthYaan supports a wide range of corporate actions across asset classes, including:
Equities
Dividend payout
Bonus shares
Stock splits
Rights issues
Mutual Funds
Dividend payout
Dividend reinvestment
Scheme splits
REITs
Distributions
These actions are applied consistently across all relevant reports and accounting records.
With a simple action trigger, ArthYaan:
Identifies eligible holdings
Applies changes to quantities, prices, and cost bases
Updates portfolio valuation and performance metrics
Reflects the impact across MIS, accounting, and tax reports
For example, in the case of a stock split, ArthYaan automatically recalculates the number of shares and adjusts the acquisition price—instantly and accurately.
Yes. ArthYaan allows corporate actions to be rerun retrospectively.
This is especially valuable if:
A corporate action was missed earlier
Data was imported after the event date
You wish to reassess historical performance
The system recalculates the portfolio without deleting or disturbing historical transactions, ensuring continuity and accuracy.
ArthYaan tracks and applies corporate actions based on all relevant dates, including:
Ex-Date
Record Date
Payment Date
Effective Date
The system automatically determines eligibility based on your holdings as of these dates and applies the impact accordingly.
ArthYaan uses trusted market data sources (including recognised stock exchange feeds) and cross-verifies them against your portfolio positions.
When corporate actions are rerun, the system recalculates outcomes holistically to ensure:
No duplication
No distortion of past data
Consistency across reports and accounts
To preserve data integrity, most corporate action effects cannot be manually altered once applied.
Instead, ArthYaan allows you to rerun the action if changes are required.
Limited flexibility is provided where necessary—for example, adjusting income or tax deduction components—without compromising overall accuracy.
Yes. Corporate actions can have direct tax implications, particularly for:
Dividend income
Capital gains
Cost base adjustments
ArthYaan automatically reflects these impacts in:
Capital gains reports
Income reports
Tax computation summaries
All calculations are aligned with applicable provisions of the Income-tax Act, helping ensure accuracy for compliance, planning, and audit.
Tax, Performance & Analytical Reports
Yes. In addition to Key MIS Reports, ArthYaan provides:
Unrealised capital gains reports (aligned with Indian income-tax logic)
Realised gains and losses
Holding period analysis
IRR-based performance reports
These reports complement MIS reviews by adding a tax and performance lens, helping users move from monitoring to actionable planning.
The unrealised gains reports help investors and advisors:
- Identify tax-harvesting opportunities
- Plan exits efficiently
- Offset gains with losses where applicable
All calculations follow Indian income-tax logic.
Accounting & Tally Integration
Yes. ArthYaan automatically creates **investment accounting vouchers** for:
- Purchases and sales
- Dividends and bonuses
- Corporate actions
These vouchers can be directly pushed into Tally, avoiding duplicate data entry.
This feature is especially valuable for:
- Chartered Accountants
- Trusteeship companies
- Family offices maintaining multiple entity books
It bridges the gap between investment reporting and accounting.
Wealth Managers
ArthYaan enables wealth managers to elevate their client engagement by offering consolidated wealth reporting and portfolio visibility as a value-added service to their clients.
Wealth managers may choose to:
Purchase ArthYaan subscriptions for their clients, and
Offer consolidated reporting and MIS dashboards complimentary, or as part of their advisory relationship.
At a fraction of the cost compared to building in-house reporting systems, ArthYaan allows wealth managers to:
Provide clients with a single, unified view of wealth across all investments
Increase the frequency and quality of client interactions
Build greater trust, dependability, and long-term client stickiness
Reduce operational effort in manual reporting and reconciliation
In practice, ArthYaan helps wealth managers shift conversations from data gathering to insight-driven advisory, strengthening relationships without materially increasing cost or complexity.
Chartered Accountants
For Chartered Accountants, ArthYaan directly supports their core professional deliverables—accounting, taxation, and financial reporting—while eliminating one of the most time-consuming challenges in serving HNI and UHNI clients.
CAs typically use ArthYaan by:
Purchasing subscriptions for their clients, and
Using it as the primary platform for investment accounting, MIS reporting, and tax data aggregation
Key benefits include:
Accurate and structured investment data flowing directly into accounting and tax workflows
Ready availability of income particulars required for:
Advance tax estimation
Final tax computation
Yes. ArthYaan is designed to seamlessly support:
B2C usage by families, family offices, and individual investors, and
B2B usage by Chartered Accountants, wealth managers, and professional trusteeship firms serving multiple clients.
The platform’s pricing, access controls, and reporting architecture make it equally effective whether used directly by an investor or professionally by advisors and fiduciaries.
Optional Highlight Box (Highly Recommended for Website)
You may consider adding a subtle highlight box near this section:
Built for Professionals. Trusted by Families.
ArthYaan empowers Wealth Managers and Chartered Accountants to deliver superior clarity, accuracy, and confidence—without operational burden.
Professional Trusteeship Companies
Professional trusteeship companies operate under a fiduciary responsibility to preserve, manage, and transparently account for trust assets settled by HNIs and UHNIs—often across complex investment structures and multiple asset classes.
ArthYaan significantly simplifies the end-to-end lifecycle of trust accounting and compliance.
It enables trustees to:
* Maintain a **clean and complete audit trail** of all investment transactions
* Automatically generate accounting-ready data and vouchers for:
* Preparation of financial statements
* Statutory audits
* Income-tax return filings for trusts
* Provide auditors with **structured, reconciled, and transparent investment data**, reducing audit friction and timelines
What is otherwise a **labour-intensive and error-prone process**, dependent on fragmented statements from wealth managers and custodians, becomes a **systematic and reliable workflow** within ArthYaan.
Yes. ArthYaan is designed to handle:
* Multiple trusts within a family structure
* Each trust as a separate entity with its own reporting, accounting, and access controls
* Granular role-based access for:
* Trustees
* Accountants
* Auditors
* Family representatives (where permitted)
This ensures **strict data segregation**, confidentiality, and governance—essential in fiduciary environments.
ArthYaan aligns naturally with the trusteeship model because it:
* Prioritises **accuracy, traceability, and compliance**
* Supports **long-term record-keeping**, essential for multi-generational trusts
* Enables trustees to discharge fiduciary duties with **clarity, confidence, and control**
* Reduces dependence on manual processes and fragmented third-party reports
In essence, ArthYaan becomes the **system of record** for trust investments—supporting trustees in preserving wealth, ensuring compliance, and enabling smooth audits year after year.
Yes. Private family trusts are often created to protect and transfer wealth across generations.
ArthYaan supports this objective by:
* Creating a **single, enduring digital record** of trust investments
* Ensuring continuity, even as advisors, family members, or trustees change over time
* Providing transparency and discipline, without compromising confidentiality
This aligns directly with ArthYaan’s philosophy:
**“Wealth Today, Legacy Forever.”**
Access Control & Collaboration
Absolutely. ArthYaan offers **granular role-based access control**, allowing you to decide:
* Which users can view dashboards
* Who can upload data
* Who can see specific entities or reports
Access is strictly on a **need-to-know basis**.
Yes. Secretaries can upload documents and view permitted reports—without access to sensitive dashboards or family-level wealth views.
Yes. ArthYaan provides secure access to wealth information and reports through its mobile app, allowing you to stay connected to your wealth anytime, anywhere.
There is no restriction on the number of user logins within a subscription. This enables:
Wealth managers, Chartered Accountants, and professional trustees to create dedicated logins for their clients
Family members to securely access reports and dashboards on their own devices
Family offices to provide controlled, role-based access to stakeholders without sharing credentials
Each user’s access is governed by permissions set by the primary account holder—ensuring that sensitive information is visible only on a need-to-know basis.
Whether you are a family principal reviewing consolidated wealth, a trustee overseeing fiduciary assets, or a professional enabling better client engagement, the ArthYaan App ensures convenience without compromising control or security.
Security & Privacy
ArthYaan uses:
* Bank-grade encryption
* Multi-layer security architecture
* Zero-access internal controls
Your data is visible **only to authorised users**.
No. ArthYaan follows a **zero-access policy**—even the ArthYaan team cannot see your data.
Pricing & Subscription
ArthYaan is priced **per entity (per PAN)**, based on the **modules you choose**, not on portfolio value.
ArthYaan believes that charging more simply because someone is wealthier is unfair.
Pricing is linked to:
* Asset classes used
* Complexity handled
* Cloud resources consumed
This makes pricing **transparent and equitable**.
Yes. You can create **unlimited user logins** within a subscription—at no extra cost.
Yes. As a gesture of recognition, ICAI-registered CAs in practice receive **all modules for ₹1 per year**.
Growth & Long-Term Use
Yes. ArthYaan is designed to grow with you—from a first-time investor to an HNI or UHNI family.
Its modular pricing and wide asset coverage ensure continuity throughout your wealth journey.
Yes. By maintaining structured, accurate, and auditable wealth records, ArthYaan supports continuity, governance, and informed decision-making—key pillars of legacy planning.
Getting Started
You can:
* Sign up online – ArthYaan is free for use upto 31st March 2026
* Choose modules based on your needs
* Migrate your existing investments into ArthYaan by using our templates
The onboarding process is structured and assisted.
ArthYaan's website! The website features:
* A flagship solution video (coming soon)
* Research and white papers
* Educational blogs on wealth, governance, and investing
These reflect ArthYaan’s belief in **informed wealth creation and responsible stewardship**.
Still evaluating ArthYaan?
A short 10-minute conversation can clarify whether ArthYaan fits yuur structure.
What ArthYaan does
Consolidate
Automatically consolidate wealth from multiple sources and managers into a single, accurate
Report
Deliver insightful, tax-ready and audit-friendly reports tailored for HNIS, CAS, and family offices.
Account
Integrate directly with accounting tools like Tally, ensuring precise investment records that are audit-and tax-compliant
