ArthAlpha LLP – Portfolio Management Services (PMS)

ArthAlpha LLP, a limited liability partnership established under the LLP Act, 2008, is a registered provider of SEBI-approved Portfolio Management Services, holding registration number INP000009038. The firm commenced its PMS operations on September 27, 2024. Incorporated on August 2, 2023, ArthAlpha LLP specializes in offering Discretionary, Non-Discretionary, and Advisory portfolio management solutions, underpinned by data-centric investment methodologies.

AUM (₹ Cr)

120.55

Clients

29

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

ArthAlpha LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Machine Learning Equity Quant Mid & Large Cap 4.26% Oct 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Rohit Beri

Co-Founder and CIO

Rohit, a founding member and Chief Investment Officer at ArthAlpha, possesses significant expertise as a data scientist and investment professional, with a specialization in AI/ML-powered quantitative investing, financial engineering, and data science. Prior to establishing ArthAlpha, he held the position of CIO at True Beacon. In this role, he was instrumental in launching India's inaugural AI-driven long-only quantitative equity fund. This fund integrated fundamental analysis with machine learning methodologies to generate distinct returns and appeal to institutional and high-net-worth investors. Rohit boasts over two decades of experience in financial markets across India, Singapore, and the United States, demonstrating a proven ability to develop quantitative investment strategies for both Indian and international markets. Previously, Rohit co-founded Riemann Capital in Singapore. At Riemann Capital, he provided advisory services to institutional investors and family offices on financial data science and executed trades in Indian equity derivatives utilizing deep learning models. He also founded Roaring Numbers, a US-based quantitative hedge fund, which was acquired by a family office within its first year of operation. Rohit's prior professional experience includes roles at prominent global and regional banking institutions such as ICICI Bank, Citibank, Credit Agricole CIB, and ANZ. In his final banking role at ANZ, he established and managed the wealth solutions business for Asia. This involved assembling a high-performing team responsible for driving innovation in investment and financing solutions across various asset classes. Rohit is a Chartered Accountant who transitioned into data science. He holds the CFA (US) charter and is a Sloan Fellow (MS-Business) from the Stanford Graduate School of Business. Furthermore, he has earned graduate certificates in AI/ML and Data Science from MIT and Harvard. Rohit's perspectives on the application of AI in finance and market strategy are frequently published in leading Indian financial media, including The Economic Times, Mint, and Moneycontrol.

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Regulatory Information

SEBI Registration: INP000009038

Registered Office: WeWork Roshni Tech Hub, Marathahalli Main Road, R.J.Gardens, Lakshminarayana Pura, EPIP Zone, Chinnapanna Halli, Bengaluru, Karnataka 560037

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)