About us

ArthaX: Simplifying Financial and Tax Challenges for NRIs, PIOs, and OCIs while Promoting Financial Literacy.

Who we are

Established in 2024, ArthaX was founded to address the challenges faced by NRIs, PIOs, and OCIs in managing taxes, banking, finance, investments, and other financial concerns in both India and their countries of residence. The name “ArthaX” embodies our mission, combining “Artha,” the Sanskrit word for wealth and financial prosperity, with “X,” symbolizing the compound effect of wealth growth.

We believe it is our moral responsibility to educate and empower individuals and investors with financial literacy. From savings and taxes to investments, money management, and understanding their rights and obligations, we aim to guide them toward a healthier financial future. We achieve this through engaging blogs, videos, and quizzes.

Accountability

We take ownership and accountability for our actions and decisions, ensuring even the smallest problems are addressed and resolved.

Reliability

We maintain transparency by providing accurate, truthful, and complete information to our stakeholders.

Truth

We build, nurture, and sustain trust with our stakeholders at every step of the business process.

Honesty

We believe in consistently doing the right thing, upholding honesty and integrity without compromise.

Awareness

Raise awareness, educate, and promote financial literacy to contribute to overall economic growth.

Why did we choose this business ?

With over 20 years of experience in finance and investments, our entrepreneurial journey began in 2023 when we encountered challenges with NRE and NRO accounts, account conversions, and tax advice. Recognizing that these issues were widespread among NRIs, particularly in countries like Australia, Canada, and the US, we identified significant gaps in information and knowledge regarding tax filing, capital gains, documentation, loans, and investments in India. This disparity led us to create ArthaX – a unified platform that brings together international tax experts, CAs, bankers, and mutual fund houses to simplify these processes, making tax filing, repatriation, and investments seamless and efficient.

MISSION

To simplify the financial, taxation, and investment challenges faced by NRIs, PIOs, and OCIs, while promoting financial literacy and empowering them to invest in financial markets.

VISION

To be the most trusted partner for NRIs, PIOs, and OCIs providing seamless solutions and empowering them to invest confidently in financial markets.

Amrit Pai

Co-Founder, CEO

Amrit leads business administration, financial planning, and client sourcing at ArthaX. He brings a wealth of knowledge with 13+ years of experience in corporate finance, investments, and strategic planning across the banking, solar, and pharmaceutical industries.

An avid reader of investment and personal development books, Amrit also enjoys exercise and yoga.

amrit@arthax.in

Pranita Kohli

Founder, COO

Pranita oversees operations and customer onboarding at ArthaX, bringing over 10 years of expertise in investments, client service, and operations. A certified capital market enthusiast, she excels in streamlining client experiences.

Outside work, she enjoys fitness, tracking stock markets, and reading business reports.

pranita@arthax.in