About our Firm

Our Genesis

The Story of Aarthik Uday

Aarthik Uday (translating to "Economic Sunrise") was established with a singular, clear directive: to demystify wealth management and bring institutional-grade financial security to everyday investors and business families.

Our founder, Vishnu Menariya, noticed that the financial advisory landscape was dominated by commission-driven agents pushing complex, high-fee products. Investors were left with fragmented portfolios and zero clarity on their long-term path. Aarthik Uday was created to change this by offering transparent, custom wealth structuring focused purely on client-side growth.

Over the last 5+ years, we have grown from a local advisory to managing portfolios for over 200 clients with Assets Under Management crossing ₹2 Crore. We have stayed true to our roots: personal commitment, simple yet secure asset allocation, and absolute transparency.

Our Vision

Empowering Your Financial Growth ​At Aarthik Uday Financial Services, we believe that financial freedom is a journey best traveled with a trusted expert. Based in Udaipur, Rajasthan, our mission is to simplify wealth creation for individuals and businesses alike. Through customized investment planning, transparent advice, and cutting-edge financial strategies, we turn your hard-earned money into a secure future. We are dedicated to guiding you at every step of your financial rise.

Our Mission

Our mission is to guide clients away from speculation and help build financial security through disciplined, customized wealth planning. We create personalized strategies using diversified, regulated assets aligned with goals and risk profiles. Through expert guidance, transparent advice, and long-term planning, we simplify decisions and empower individuals and businesses to achieve sustainable wealth creation, ensuring growth and secure future.

Our Anchors

The Values We Build Upon

We do not compromise on these four absolute principles in our day-to-day operations and advisory actions.

Absolute Integrity

We present all market risk parameters and cost ratios clearly prior to execution. No hidden layers.

True Transparency

All advisory operations are fully explained, and regular reporting ensures you always know your asset positions.

Structural Security

We only structure portfolios with top-tier AMCs and highly regulated banks to eliminate asset custody issues.

Direct Alignment

Your targets are our targets. We profit when your asset plans are stable, compounding, and efficient.

Founder Vishnu Menariya
Adviser Credentials

Vishnu Menariya

Founder & Chief Asset Strategist

Vishnu Menariya founded Aarthik Uday with a dedication to bring structured investment planning to households. Over his 5+ year career in financial consulting, he has engineered frameworks that protect wealth from inflation, high tax brackets, and structural market shocks.

Vishnu believes that a successful investment advisor must be an active listener first. He works with families to uncover their underlying goals—whether it is securing a child's future, planning retirement, or reviewing existing mutual funds. He is NISM certified and brings rigorous analytical frameworks to asset selection.

When you work with Aarthik Uday, Vishnu directly oversees your portfolio health. He conducts quarterly audit checks on all larger client portfolios and remains reachable via phone and WhatsApp for immediate support.

Client Security

The Pillars of Client Trust

We have engineered our business practices to keep client safety, portfolio efficiency, and regulatory compliance at the highest standards.

Custom Asset Distribution

No cookie-cutter models. We write customized plans for every client based on their cash flows and target milestones.

Regular Performance Audits

Every account is audited twice a year. We rebalance components to protect returns from style drifts and market variations.

Direct Adviser Communication

No dealing with automated help desks. You get direct mobile access to Vishnu Menariya to query portfolio status or market trends.

Start Building Your Secure Legacy

Book a diagnostic call with Vishnu Menariya to audit your mutual funds, check your tax savings options, and build a compound growth blueprint.

Book a Free Consultation


Disclaimer


"Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors."

"Aarthik Uday is a commercial trade name. Stock Broking and Derivatives trading services are offered through Vishnu Menariya who is registered as an Authorized Person (AP) of IIFL Securities Limited (Member of NSE/BSE)."