What We Offer

Multi Asset Portfolios across Global stocks, Bonds and Commodities

One Stop Shop

  • Financial profiling and planning
  • Investment advice and execution
  • Tax and estate planning

Multi Asset Investments

  • Global stocks, bonds and commodities
  • Diversified to protect downside
  • Dynamic rebalancing to capture upside

Always Available

  • No lock-in and no entry/exit loads
  • Flexible deposits and withdrawals
  • Low cost, tax efficient

Our Investment Approach

Asset Allocation with Dynamic Rebalancing

Minimize risk by diversifying across asset classes

  • Do not put all eggs in one basket
  • Optimal balance of physical and financial assets
  • Protection against adverse events like Covid 19

Optimize returns by dynamic rebalancing

  • Returns of each class are cyclical
  • Dynamic rebalancing to manage each cycle
  • Capture growth phase in each asset class

About Us

Aarohan Holdings & Advisors Pvt. Ltd. (AHA) is a new generation Portfolio Management Service (PMS) provider licensed by the Securities Exchange Board of India (SEBI). We offer services to individuals including NRI’s as well as institutions.

Through our flagship discretionary PMS, we offer end-to-end investment management to meet our clients’ financial goals. We invest in entire range of financial assets like global stocks, bonds and commodities. We also provide advisory services for smaller portfolios.

Our Achievements

Managing funds of over Rs 100 crores

Serving 100+ clients

Providing equity type returns at much lower risk