iArista Services
Everything your money needs.
From building wealth to protecting it and passing it on — iArista covers every dimension of your financial life.
The iArista Framework
Four pillars. One partner.
01
Create Wealth
5 services
Put your money to work through investments calibrated to your goals and risk appetite.
02
Preserve Wealth
5 services
Protect and grow what you've built with smart planning, tax efficiency, and active oversight.
03
Protect Wealth
7 covers
Ensure that unexpected events don't derail your financial plan or your family's future.
04
Transmit Wealth
1 service
Pass on your wealth with clarity, legality, and minimal friction for the people you love.
01 · Create Wealth
Make your money work harder than you do.
Most Popular
Mutual Funds
The simplest way to grow your money without picking stocks yourself. Managed by professionals, available from ₹500/month. SIP, Lump Sum, ELSS, and Debt options — whatever your goal, there's a fund designed for it.
Stocks & Equity
Own a piece of India's growth story. iArista gives you guided access to direct equity, IPOs, F&O, and commodities — with the research behind every decision. No noise. No guesswork.
Fixed Income
Corporate Bonds
Steady, predictable returns by lending to established companies — not riding market swings. Higher yields than FDs, defined tenure, and repayment terms you can plan around.
Retirement
National Pension System
Build a dedicated retirement corpus while claiming tax benefits today. One of the most tax-efficient long-term savings instruments available to Indian investors. Start early — let compounding do the rest.
Company Fixed Deposits
Earn more than a bank FD by depositing with well-rated companies. iArista identifies safe, high-yield options that match your tenure and liquidity needs. Low effort, better returns.
02 · Preserve Wealth
Protect what you've built. Make it last.
Start Here
Goal-Based Planning
Every rupee should have a purpose. iArista maps your goals — a home, your child's education, early retirement — to specific investment strategies with timelines and targets. So you always know what you're investing for, and whether you're on track.
Client Risk Profiling
Before any discussion, we take the time to understand your financial situation, temperament, and life stage. Your risk profile isn't a checkbox — it's the foundation every decision is built on.
Portfolio Design
Asset Allocation
The right mix of equity, debt, gold, and other assets can dramatically reduce risk without sacrificing returns. Built and rebalanced for your goals and life stage — so your portfolio never drifts out of shape.
Portfolio Reviews
Markets change. Life changes. Your portfolio should reflect both. Periodic reviews assess performance, identify gaps, and realign investments with your evolving goals. No set-and-forget — active stewardship.
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Tax Planning & Filing
Good investing and smart tax planning go hand in hand. 80C, ELSS, capital gains planning, and ITR filing support — keeping more of your returns where they belong: with you. Year-round, not just a March rush.
03 · Protect Wealth
Because the unexpected shouldn't undo everything.
The right insurance isn't about fear — it's about making sure one bad day doesn't define your family's future.
Most Critical
Life Insurance
If something happens to you, your family's financial future shouldn't be in doubt. A term life plan through iArista ensures they're covered for the income, loans, and lifestyle that depend on you. Peace of mind at a surprisingly low cost.
Term Life · Whole LifeHealth Insurance
Choose a plan that actually covers what matters — hospitalisation, critical illness, day-care — without hidden exclusions. Your health is protected; your savings stay intact.
High Impact
Critical Illness Cover
A serious diagnosis shouldn't also mean a financial crisis. Lump sum paid on diagnosis of cancer, heart attack, or stroke — so you can focus on recovery, not money.
Personal Accident
Accidents don't give notice — but their financial impact can last years. Income replacement or lump sum if you're temporarily or permanently disabled.
Motor Insurance
Stay genuinely protected on the road, not just legally compliant. The right policy for your vehicle — third-party, own damage, roadside assistance — sorted without the hassle.
Home Insurance
Your home is likely your biggest asset. Protect it against fire, flood, theft, and natural disasters. Often overlooked — almost always worth it.
Travel Insurance
Missed flights, medical emergencies abroad, lost luggage — travel insurance means disruptions stay inconvenient, not catastrophic. Especially important internationally.
04 · Transmit Wealth
Make sure the right people get what you've built.
Will & Estate Planning
A will is the single most important document most people never get around to writing. iArista's estate planning team helps you formalise your wishes, structure the transfer of assets, and minimise the legal and tax friction your family would otherwise face. A gift to the people you love — done properly.
Ready to plan your legacy?
Talk to an ExpertNot sure where to start?
Take the 5-minute Financial X-Ray. It scores your financial health across 5 dimensions and tells you exactly where to focus.