One group, 30+ specialists across Ahmedabad and Rajkot, and a single purpose: helping families and businesses turn every fortune into a heritage.
Strategic vision
Wealth nurtured with vision for lasting impact.
Success in strengthening the entire family lineage.
Heritage rooted in strength across generations.
Collective leadership
At ArthaVan Legacy Private Limited, our strength is our people. Our team of 30+ professionals acts as the dedicated steward of your family’s fortune.
We combine decades of Indian financial mastery with global insights, turning simple assets into enduring achievements through balance and foresight.
Our collaborative approach ensures every financial decision is rooted in absolute integrity and sustainable heritage.
Holistic mastery
Our team serves 100+ corporate giants and 1,500+ HNI families globally with tailored financial excellence.
What sets us apart
For business owners, the line between company money and family money is often blurred. Because we understand business cash flow and fund flow from the inside, we help decide the most efficient way to move wealth from business to family: salary, dividend, buyback, loan or capital reduction. Each option is weighed for its tax effect and the business’s liquidity needs.
Our group ecosystem includes a SEBI-registered Category III long-short AIF, which puts us among a small group of fund managers in India. We do not just recommend products; we make investment decisions daily. This lets us allocate wealth across mutual funds, PMS, AIFs, SIFs, direct equity and fixed income with a practitioner’s understanding of how each product is built, priced, taxed and managed.
Group ecosystem
Each entity brings a distinct specialisation, so clients receive coordinated expertise across tax, wealth, global advisory, capital raising and alternatives.
Operational strength
ArthaVan Legacy Private Limited is powered by a dedicated workforce of over 30 specialists across Ahmedabad & Rajkot.
This depth of internal expertise ensures every client receives comprehensive, multi-dimensional support across domains of tax, audit, investment, and legacy building.
Commitment pillars
We guide your wealth with honesty and precision. Our promise is built on trust and absolute transparency in every financial move.
We see beyond immediate returns to design enduring strategies that stand the test of time and market cycles.
Wealth is a seed; legacy is the forest it becomes.
In Bharat, wealth was about Dharma and Artha. When guided by purpose, wealth becomes timeless — a forest that stands connected and enduring across generations.
Client voices
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.
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.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.
