Impetus Arthasutra
Indian Economy & Market|July 2023
A Portfolio Management Firm with Old-Age Sensibilities & New-Age Technological Capabilities
Impetus Arthasutra

Impetus Arthasutra is a well-run, SEBI Registered Portfolio Management company based in Mumbai. Led by its founder, P R Dilip, the uniqueness about Impetus Arthasutra is their holistic approach to wealth management.

PR Dilip has many firsts to his credit. He is one amongst the few highly spiritual people active in money management in India. Contrary to this the astonishing aspect is that Dilip was the first tech-savvy individual who really was instrumental in introducing the modern technology at many broking firms in India. A Bachelor of Science (Mathematics) and MBA (Financial Management & Asset Management), when his colleagues were opting to join the newly emerging IT companies, Dilip founded Impetus Arthasutra in 1994.

As a wealth-enabler, P R Dilip take tremendous efforts to enhance the investment knowledge level of his investors besides managing their wealth. He is of the opinion that a well-informed investor makes his job easy, because such investors seldom make wrong investment decisions. At Impetus, customised asset allocation and security selection is done effectively by using his own tech-mathematical model.

His Investors Meet has always been attracting people from various fields in big numbers. His comprehensive wealth management approach comes handy to affluent investors from different geographies and professions. A large segment of the firm's wealth management clientele includes Ultra High Net worth Individuals, Resident HNIs as well as Non Resident Indians, Corporate, Trust, Chartered Accountants, Doctors, Sea Farers, Pilots, Technocrats, Entrepreneurs and Retired individuals. Each one gets most appropriate investment road map based on the extensive financial profiling at Impetus.

This story is from the July 2023 edition of Indian Economy & Market.

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This story is from the July 2023 edition of Indian Economy & Market.

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