ArthaVan — a Legacy by Anil Parekh
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Where every fortune becomes a heritage

Artha

Purposeful wealth, meaning, and true prosperity
that serves a greater purpose.

Van

Forest — symbol of abundance,
interconnection, and sustainable life.

Together, ArthaVan stands for wealth that grows like a forest: rooted, interconnected and alive for generations.

  • Since 2006Two decades of client relationships
  • 1,500+Individual clients served
  • 100+Corporate clients served
  • 30+Professionals in a CA-led team

Our services

Integrated disciplines, one coordinated plan.

Most families receive financial advice in fragments. We bring the disciplines together so that every decision supports the others.

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Wealth Structuring & Legacy Planning

Design the architecture that holds your wealth together.

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Investment Strategy & Portfolio Management

Purpose-led allocation, reviewed with discipline.

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Family Office & Governance

Systems, roles and rhythm for family wealth.

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Business Advisory and Modeling

Numbers that sharpen decisions.

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Tax Advisory & Financial Structuring

Efficient, compliant and planned in advance.

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NRI Wealth Management

One coordinated view across borders.

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Product offerings

A considered range, each evaluated for fit.

Access to a considered range of investment avenues, each evaluated for fit before it enters your portfolio.

How we evaluate
01

Mutual Funds

Professionally managed, diversified and liquid — the foundation of a disciplined portfolio.

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Portfolio Management Services (PMS)

Professionally managed portfolios held directly in your own demat account.

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Alternative Investment Funds (AIF)

Private equity, private credit, real estate and other strategies beyond public markets.

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Specialised Investment Funds (SIF)

A newer SEBI category offering more flexible strategies between mutual funds and PMS.

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Direct Equity & Unlisted Investments

Owning businesses directly — listed, unlisted and pre-IPO — with eyes open.

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GIFT City & Global Investments

Diversify beyond borders through GIFT City IFSC and overseas investment routes.

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Fixed Income & Structured Opportunities

Bonds, deposits, NCDs and structured products, assessed for credit quality and purpose.

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Not sure where to begin?

See the six questions we ask before any investment enters a portfolio: fit, process, people, cost, liquidity and tax.

How we evaluate

Investments are subject to market risks. We do not display projected or past returns. Read all offer documents carefully before investing.

Why ArthaVan

Three pillars. One relationship.

Integrity

Honest advice, clear disclosures, and transparent communication.

Foresight

Planning for the next decade, not just the next quarter.

Legacy

Every decision measured by what it leaves behind.

What sets the relationship apart

  • One relationship lead who coordinates your entire financial picture
  • A Chartered Accountant-led team spanning tax, audit, compliance and investments
  • Integrated thinking: investment, tax and succession planned together, not in silos
  • Long relationships built on discretion and trust
Why clients choose ArthaVan

Our philosophy

We don't simply manage wealth. We nurture it.

In a world that rewards speed, we believe enduring wealth is built slowly and deliberately, shaped by the quality of decisions made year after year with a clear purpose in mind.

The Forest of Wealth

  1. Canopy — Legacy

    Succession, governance and giving that let wealth shelter the next generation.

  2. Branches — Growth

    Diversified investments that extend your wealth in many directions.

  3. Trunk — Strategy

    A clear allocation built around your goals, time horizon and comfort with risk.

  4. Roots — Foundation

    Sound structure, adequate protection, clean compliance. What you cannot see holds everything up.

Portrait of CA Anil Parekh, Founder & Managing Director of ArthaVan
CA Anil ParekhFounder & Managing Director

Our founder

CA Anil Parekh

Chartered Accountant · Personal Finance Professional · Practising since 2006

Anil Parekh is a Chartered Accountant with two decades of experience across corporate finance, personal finance and financial services. Since founding his practice in 2006, he has worked with more than 100 corporate clients and 1,500 individual clients across India and overseas.

“When I started this practice in 2006, my aim was: make finance clearer, and help individuals and businesses build prosperity that lasts.”

— Anil Parekh
Meet Our Founder

Client voices

In our clients’ words.

For over 19 years, CA Anil Parekh and ArthaVan Team has been the cornerstone of my financial affairs from the United Kingdom. They manage my Indian and international investments with exceptional care and have structured efficient access to global opportunities through GIFT City investment products. Their expert guidance on FEMA regulations, together with diligent support on banking-related compliance and broader regulatory matters, ensures every cross-border transaction is seamless and fully compliant. Their succession planning and wealth structuring framework has secured an orderly transfer of wealth to the next generation. Arthavan is truly the custodian of my family’s financial legacy.

Mr. Brijesh ChavdaConnecticut – London (UK)

For the past five years, CA Anil Parekh and ArthaVan Team has been an esteemed partner to Bombay Bazaar in Christchurch and Wellington. Their expertise in GIFT City investment products has given our family efficient, fully compliant access to Indian and global opportunities through a well-diversified, foreign currency-denominated portfolio. On the business front, their knowledge process outsourcing services for inventory management, reconciliations, accounting support and MIS reporting provide precise, real-time operational visibility. Their analysis of sales trends, pricing and supplier terms has refined our trading strategy and improved our margins. Their financial planning and support with New Zealand’s regulatory requirements give us a strong foundation for sustained growth. Arthavan’s responsiveness across time zones makes distance immaterial.

Mr. Umesh LathiaPromoter – Bombay Bazaar (New Zealand)

ArthaVan Insights

Perspectives from our desk.

On markets, tax and legacy — without jargon or hype.

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Global presence

Rooted in Gujarat. Trusted worldwide.

From our offices in Ahmedabad and Rajkot, we look after families and businesses across eight countries.

  • 8Countries
  • 4Continents
  • 2Offices in Gujarat
IndiaAhmedabad · RajkotUnited StatesCanadaUnited KingdomGermanyUAEThailandAustraliaNew Zealand
  • North AmericaUnited States·Canada
  • EuropeUnited Kingdom·Germany
  • Middle East & AsiaUAE·Thailand
  • OceaniaAustralia·New Zealand

Across time zones

We’re Working in Global Time Zones

  • Ahmedabad India --:--
  • New York United States --:--
  • Toronto Canada --:--
  • London United Kingdom --:--
  • Frankfurt Germany --:--
  • Dubai UAE --:--
  • Bangkok Thailand --:--
  • Sydney Australia --:--
  • Auckland New Zealand --:--

“The best time to plant a tree was twenty years ago. The next best time is today.”

Begin with a conversation about your legacy.

Start with a private, no-obligation conversation about where you are and where you want your wealth to go.

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