Meet Artha — your AI wealth assistant
Turn documents into a live portfolio and ask questions in plain English.
Artha is an AI wealth assistant purpose-built for Indian investors. It imports transactions from broker statements, answers portfolio questions conversationally, and delivers instant insights on your own data.
An AI wealth assistant should do two jobs really well: (1) remove the data-entry tax that keeps most people from tracking their investments, and (2) let you interrogate your own portfolio in plain English. Artha does both. Upload a broker contract note, a CAMS consolidated statement, a UAN passbook PDF, an NPS CRA statement, or a simple CSV and Artha extracts transactions, maps fields, de-duplicates, and shows a preview before anything touches your portfolio.
Once your holdings are in, Artha becomes a conversational layer over your own data. Ask "How's my stock P&L this quarter?", "What's my IT sector exposure?", or "How much PPF room do I have left this year?" and Artha answers with numbers drawn from your ledger — not generic web data. Because it is scoped to your portfolio, answers are specific, auditable, and actually useful for decisions.
Artha is built on trusted LLM providers, and your conversations are not used for ads or external model training. You see streaming tool steps in real time so you know exactly what Artha is doing — no black box. Every import flows through a review step: you can edit, filter, or discard anything before it hits your investments.
How Artha works
Three simple steps from document to organized portfolio data.
Upload a document
PDF, image, CSV, or spreadsheet — drop any broker statement or transaction export.
Artha parses and extracts
Transactions are detected, fields mapped, and dates normalized automatically.
Review and add
Preview every transaction in a table. Edit, filter, or remove before adding to your portfolio.
See Artha in action
A conversation that imports your trades and answers portfolio questions.
Import my Zerodha trades from this PDF
Found 24 transactions from your Zerodha statement. I detected 18 buy orders and 6 sell orders between Jan–Mar 2025. Ready for your review.
| Date | Stock | Type | Qty | Price |
|---|---|---|---|---|
| 15 Jan 2025 | RELIANCE | Buy | 10 | ₹2,480 |
| 22 Jan 2025 | TCS | Buy | 5 | ₹3,850 |
| 03 Feb 2025 | INFY | Sell | 15 | ₹1,620 |
How's my portfolio doing this quarter?
Your portfolio is up 8.2% this quarter. Stocks lead with +12.4%, while PPF and EPF contributed steady ₹1.85L in interest. Your overall P&L stands at +₹3,24,500.
What Artha can do
Built for Indian investors who want speed and accuracy without manual data entry.
Document intelligence
Understands broker statements, bank PDFs, CSV exports, and images. Detects document type, handles date formats, and maps fields automatically.
Portfolio Q&A
Ask in plain language — portfolio summary, P&L breakdown, performance comparison, and investment recommendations.
Multi-format support
PDFs, images (JPG, PNG), CSVs, XLSX spreadsheets — Artha handles them all with the same accuracy.
Context-aware suggestions
Artha understands which page you're on and suggests relevant actions — import, query, or explore.
Streaming responses
Real-time tool steps so you see exactly what Artha is doing — no black box, full transparency.
Review before adding
Every import is presented in a preview table. You have full control to edit, filter, or discard before committing.
Your data, handled with care
We take your financial data seriously. Here's how we handle it.
Secure processing
Your data is encrypted in transit and at rest. Artha uses trusted LLM providers to power AI features — your data is never sold or used for ads.
Conversations are private
Your chat history with Artha is stored securely and never shared externally or used for model training.
You're always in control
Review every imported transaction before it touches your portfolio. Delete any data anytime.
Frequently asked questions
Everything you need to know about Artha before you try it.
Is Artha free to use?+
Yes — Artha is free while Invesh is in preview, and all AI import and Q&A features are included.
What kinds of documents can Artha import?+
Broker contract notes, CAMS and KFintech consolidated statements, UAN (EPF) passbooks, NPS CRA statements, bank statements for PPF deposits, and generic CSVs / XLSX exports.
Do I have to trust Artha with my real data?+
Every import is presented in a preview table before it touches your portfolio. You can edit, filter, or discard anything before it commits.
Which underlying AI models power Artha?+
Artha uses trusted third-party LLM providers. Your data is encrypted in transit, and your chats are not used for advertising or external model training.
Does Artha work in Hindi or mixed English-Hindi?+
Artha understands English today. More language support is on the roadmap.
How is Artha different from a general-purpose chatbot?+
Artha is scoped to your own portfolio data — holdings, transactions, contributions, and dashboards. Answers come from your ledger, not from generic web content, which makes them auditable and specific.
Explore more trackers
Artha plugs into every asset type Invesh tracks.