Making Your Wealth Flow.
Making Your Future A Success.
FinArtery is Surat’s premier independent wealth advisory and insurance firm. Since 2014, we have engineered custom mutual fund portfolios, robust tax structures, and comprehensive protection architectures tailored to stand up against market volatility.
Asymmetrical Wealth Architectures
We design robust financial strategies using premium products across investment, insurance, and options trading.
Wealth Management & Mutual Funds
Access a curated platform of top-tier mutual fund products. We track, optimize, and build portfolios based directly on your personal goals and risk tolerance. Monitor everything on-the-go with our dedicated mobile investor app.
- Tailored Strategic Asset Allocations
- Direct SIP Monitoring & Performance Analytics
- Unified Portfolio Tracking Mobile App
Risk & Insurance Planning
Our "Invest & Insure" methodology safeguards your wealth. We review your existing liabilities to structure optimal Term Life, Health, and Corporate protection assets.
Derivatives & Options Education
Master hedging strategies and options mechanisms. Direct training from Maulik Bhatt covering Nifty/Bank Nifty options pricing, risk parameters (Greeks), and futures positioning.
Tax Planning & Structuring
Maximize net post-tax returns. We align your investments with legal tax-saving instruments (ELSS, corporate structures) to ensure compliance and capital retention.
Retirement & Legacy Protection
Build independent passive income streams that stand up to inflation. We construct reliable annuity structures and plan clear legacy distributions for future generations.
Unlock Lifetime Support With Zerodha
Open your Demat & Trading account with Zerodha through our partner reference link, and gain **lifetime free advisory support** on your trading, investments, and derivative setups directly from FinArtery.
Uncompromising Advisory Leadership
Maulik Bhatt established FinArtery in April 2014 with a singular focus: to elevate standard financial planning into a high-performance science. Combining deep analytical expertise in trading options, risk hedging, and investment structuring, he acts as the principal architect for our clients' wealth portfolios.
"We do not chase market hype. We engineer portfolios based on mathematics, absolute risk mitigation, and long-term asset compound survival."
Clarifying Questions
Straight answers regarding our advisory structure, fees, and client support.
We are independent advisors. Our mutual fund operations are structured through standard regular/direct advisory structures depending on account type. Detailed structures are customized and discussed transparently during our onboarding session.
When you open your Demat/Trading account with India’s leading broker, Zerodha, using our partner code ZMPSVA, you qualify for free lifetime advisory support. This includes options trading analysis, market parameters updates, and general investment support from our advisor.
FinArtery clients get exclusive access to our secure mutual fund tracking application. You can view real-time SIP updates, analyze CAGR performance, execute transactions, and retrieve portfolio reports directly from your mobile screen.
Absolutely. We operate two branches in Surat (Adajan & Pal Gam Circle). You can submit a request on our contact form or chat directly with our office on WhatsApp to confirm an appointment.
Let’s Structurise Your Portfolio
It is never too early to start hedging risk and managing wealth. Send us a message, or initiate a direct chat on WhatsApp for immediate response.
D-502, Western City, Behind L.P. Savani School, Surat - 395009, Gujarat
Pal Gam Circle, Opposite Raj Victoria, Pal Gam, Surat, Gujarat