ArthAlpha LLP

ArthAlpha LLP

AUM (Cr.)

153.35

Clients

24

Inv. Approach

1

As On Date

30 September 2025

ArthAlpha LLP, incorporated on August 2, 2023, and registered under the LLP Act, 2008, is a SEBI-registered Portfolio Management Services provider (INP000009038, effective September 27, 2024). The firm offers Discretionary, Non-Discretionary, and Advisory PMS solutions, driven by data-backed investment strategies and a focus on disciplined portfolio construction to deliver consistent, long-term value for investors.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Learning Equity Quant Mid & Large Cap NA NA NA NA Oct 2024

*Returns are as of 30th September 2025. *Returns over a 1 year period are annualized. *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA (Not Applicable) *Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1

Portfolio Managers

Mr Rohit Beri
Mr Rohit Beri

Co-Founder and CIO

Rohit, Co-founder and CIO of ArthAlpha, is a seasoned investment professional and data scientist with over 20 years of global experience in AI/ML-driven quantitative investing, financial engineering, and data science across India, Singapore, and the United States. Before co-founding ArthAlpha, he served as CIO at True Beacon, launching India’s first AI-powered long-only quantitative equity fund, and previously co-founded Riemann Capital (Singapore) and Roaring Numbers (US), a quantitative hedge fund later acquired by a family office. He has held senior roles at ICICI Bank, Citibank, Credit Agricole CIB, and ANZ, where he built and led ANZ’s Wealth Solutions business in Asia. A Chartered Accountant, CFA (US) charterholder, and Sloan Fellow (MS-Business) from Stanford GSB, Rohit also holds graduate certificates in AI/ML and Data Science from MIT and Harvard, and his insights on AI in finance and market strategy are regularly featured in The Economic Times, Mint, and Moneycontrol.

AMC Reg. Address

WeWork Roshni Tech Hub, Marathahalli Main Road, R.J.Gardens, Lakshminarayana Pura, EPIP Zone, Chinnapanna Halli, Bengaluru, Karnataka 560037 SEBI Reg No: INP000009038

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