iArista
BenchmarkPortfolio
iArista · AMFI Registered · Est. 2016

Your wealth,
your future.

We help you
Dream.

Set goals. Stay disciplined. Watch your wealth grow — through goal-based investing for every stage of life.

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Families Served

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Years of Expertise

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Fund House Partners

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Financial Workshops Conducted

Est. 2016 · Mumbai

iArista.

One firm. Every dimension of your financial life — managed with clarity, care, and conviction.

Mutual FundsInsuranceEquityTax

The iArista Philosophy

iArista · Est. 2016 · Mumbai

Dream.Aspire.Act.

Every financial journey begins with a dream. We help you plan with clarity and act with confidence.

01

AMFI Registered

Fully compliant and registered with AMFI (ARN-116864). Your investments are in certified, accountable hands.

02

Client-First Philosophy

We don't sell products. We build long-term relationships based on your unique goals, risk tolerance, and life stage.

03

Holistic Coverage

Insurance, equity, tax, and retirement — one partner who sees and optimises the complete picture.

04

Full Transparency

No hidden fees. No hidden agenda. We tell you exactly what you're paying and why we suggest what we do.

iArista SIP Calculator

Watch your money grow.

Monthly Investment₹10,000
Expected Return (p.a.)12%
Time Period10 yrs

Estimated Future Value

₹23.23 L

+94% gains on investment

Invested · ₹12.00 L
Gains · ₹11.23 L
Explore all calculators

*Indicative only. Actual returns vary. Not a guarantee of investment performance.

iArista App

Your wealth, in your pocket.

Track, grow and manage your investments — beautifully designed for iPhone and Android.

Portfolio Overview

01

Portfolio Overview

Current value, total returns, asset allocation and absolute gains — your full picture at a glance.

Goal-Based Planning

02

Goal-Based Planning

Create goals like retirement or buying a car. Track progress and stay on course with milestone targets.

Mutual Fund Discovery

03

Mutual Fund Discovery

Explore top-performing funds by category — equity, debt, sectoral — filtered and ranked for you.

Reports & Statements

04

Reports & Statements

Download capital gains reports, SIP summaries and transaction history for any financial year, instantly.

iArista · Proprietary Tool

Know the Real Health
of Your Money.

Get a quick assessment of your financial structure and identify gaps in investments, insurance, and goals — so you know exactly where to focus.

Needs Attention

0–12 pts

Average

13–20 pts

Good

21–28 pts

Excellent

29–35 pts

Take the X-Ray — it's free
iAristaFinancial X-Ray
Step 3 of 560%

Personal Details

Name, age, income & occupation

Budgeting & Emergency Fund

Savings habits & cash buffer

3

Insurance & Protection

Coverage adequacy check

4

Goals & Investments

Targets, SIPs & equity exposure

5

Debt & Retirement

Liabilities & retirement readiness

Takes less than 5 minutes

Why clients choose iArista

Real people. Real results.

iArista has always been a dependable partner when it comes to our financial goals and wealth management. They are remarkably helpful at each stage of the process — always fine-tuning action plans based on market changes. iArista has helped us take charge of our finances in a significant way!

RI

Rohit Iyer & Prachi Mokashi

iArista is partnered with 30+ leading fund houses

HDFCHDFC
SBISBI
ICICI PrudentialICICI Prudential
AxisAxis
Mirae AssetMirae Asset
Kotak MahindraKotak Mahindra
Nippon IndiaNippon India
DSPDSP
Franklin TempletonFranklin Templeton
UTIUTI
Aditya Birla Sun LifeAditya Birla Sun Life
PPFASPPFAS
EdelweissEdelweiss
InvescoInvesco
PGIM IndiaPGIM India
Canara RobecoCanara Robeco
TataTata
Motilal OswalMotilal Oswal
SundaramSundaram
LICLIC
HSBCHSBC
BandhanBandhan
Baroda BNP ParibasBaroda BNP Paribas
Bank of IndiaBank of India
JM FinancialJM Financial
360 ONE360 ONE
Mahindra ManulifeMahindra Manulife
NaviNavi
QuantQuant
QuantumQuantum
WhiteOak CapitalWhiteOak Capital
Old BridgeOld Bridge
Bajaj FinservBajaj Finserv
UnionUnion
SamcoSamco
AbakkusAbakkus
CapitalmindCapitalmind
HeliosHelios
ITIITI
The Wealth CompanyThe Wealth Company
HDFCHDFC
SBISBI
ICICI PrudentialICICI Prudential
AxisAxis
Mirae AssetMirae Asset
Kotak MahindraKotak Mahindra
Nippon IndiaNippon India
DSPDSP
Franklin TempletonFranklin Templeton
UTIUTI
Aditya Birla Sun LifeAditya Birla Sun Life
PPFASPPFAS
EdelweissEdelweiss
InvescoInvesco
PGIM IndiaPGIM India
Canara RobecoCanara Robeco
TataTata
Motilal OswalMotilal Oswal
SundaramSundaram
LICLIC
HSBCHSBC
BandhanBandhan
Baroda BNP ParibasBaroda BNP Paribas
Bank of IndiaBank of India
JM FinancialJM Financial
360 ONE360 ONE
Mahindra ManulifeMahindra Manulife
NaviNavi
QuantQuant
QuantumQuantum
WhiteOak CapitalWhiteOak Capital
Old BridgeOld Bridge
Bajaj FinservBajaj Finserv
UnionUnion
SamcoSamco
AbakkusAbakkus
CapitalmindCapitalmind
HeliosHelios
ITIITI
The Wealth CompanyThe Wealth Company
iArista

Start Your iArista Journey

Your goals deserve a real plan.

Whether it's retirement, a home, your child's education, or wealth creation — iArista maps a clear path and tracks every step.

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