Our Mentor
Ounkar Singh Sandhu
He laid the foundation in 1989, building the business around trust, personal relationships and disciplined investor service.
The team
A family-led business supported by professionals focused on client service, operations, planning and market access.
Our Mentor
He laid the foundation in 1989, building the business around trust, personal relationships and disciplined investor service.
Director · Founder, Arvitha
A financial-services professional with more than three decades of experience, focused on investor relationships, business strategy and wealth-distribution solutions.
Chief Operating Officer · CFP® · CTEP
A financial-planning and trust-and-estate-planning professional focused on client experience, operations and technology-led investor servicing, with an emphasis on process and clarity.
VP – Equity Operations
Supports equity operations and market-related processes with deep practical experience in the equity ecosystem.
Our legacy
The Arvitha identity draws from “Arth”—purpose and wealth—and “Vitta”—finance. It reflects a belief that financial growth should be intelligent, disciplined and connected to real life.
A clearer next step
Understand what you already own, how it fits together and what may need attention.