About Ara

Ara Financial Services Pvt Ltd. is an AMFI – Registered Mutual Fund Distributor founded in the year 2009 by
Mr. Shreedhara R Bhat with the sole idea of making money matters simple and hassle-free for each stage of an individual’s life.

At Ara, we passionately believe that wealth creation through investing is all about defining a clear investment principle, following a process, and maintaining a discipline. We started this journey with the experience of our founder and over time we evolved as a company with a strong focus on rendering services with a need-based approach. This has equipped us to identify better with our client’s needs – be it a salaried individual, a self-employed, an entrepreneur or a retired person.

At Ara, we have built a culture of giving unbiased time and attention to each client. Everyone has unique income, lifestyle, and goals. We firmly believe in a bespoke investment approach for each unique need. We help you make informed decisions on your investments so that you are equipped to manage all your financial matters prudently.

Our Vision

To build an enduring company with a focus on simplifying the challenges that individuals face in their investment journey. We aim to support multiple generations of clients with our unbiased and client-centric approach.

Testimonials

Royden Dsouza

Ara financial services is very professional firm who give immense value addition for your investments. I’m personally invested with them with my investment manager Mr Pratik Vora. I started my journey with them in 2017 and since then i have made great returns on my investment. They are highly skilled, knowledgeable and allocate your funds […]

S.K. Sharma

I have received investment related services from ARA Financial Services for more than a decade. In my experience their services are prompt and earnest, I take my own decisions regarding investments however I find their inputs valuable and worth considering.

Sushant Bhattacharya & family

For me and my family, Ara and Shreedhara have been the guide and mentor for all my financial planning and investments. Together with Shreedhara, for the last many years, starting from zero investments, we have been able to meet the objectives that we set for ourselves, big or small. The Ara staff have always worked […]

Thishu Thotamkuny

Associate Director, Cognizant

A note of thanks to team Ara. When it comes to decisions on your choice of investments, it is not always possible to nail down on a plan by one-self. Expert advice is often required to ensure that plans will align with your wealth-creation goals and your risk profile. This is precisely where Ara has […]

Susheel M Kolte

Sr. Architect, NXP Semiconductors

I am extremely satisfied customer of Ara since 2009 till now, as my financial planner, for my complete financial planning and insurance needs. Few things i like about are are the fact that hey are expert in this field, they understand your financial need/goal , help you to fulfill them over the period with various […]

Krishna Prasad M

Sr. Technical Manager, Infosys

About a few years back, I came to know about Ara and their financial management services. I had some stocks and ESOP and was looking for financial planning suitable for me. Ara studied my portfolio very well and came out with a very practical and promising financial plan that could help to fulfill my requirements. […]

Amit B Acharya

Senior Manager – Infosys.

In my late thirties, one fine day, I realized that I have to start making some savings for a better future. In the couple of places I did visit initially, I was either baffled by the lethargy of the staff, tardiness of the process or the overzealous promise of a golden goose, when I do […]

Dipankar Goswami

Head Solution Design - Colt Technology

“We have been a client of Ara Management for many years now. We knew Sridhar from his days of his previous organization. So when Sridhar started his own consultancy, we entered the relationship on a positive expectation … which he has only reinforced over the years. To start with, he helped us arrive at a […]

Dr Somalaram Venkatesh

MD,DM Cardiac Cath Lab, Fortis Hospital

As a busy cardiologist and an administrative head of my department, I never had enough time to think of my investments. In a way, I was not thinking of mine and my family’s future in terms of savings. During this phase of my investing career, a few opportunistic ”advisors” met me and sold me financial […]

Dr Deepak Krishnamurthy

Senior Consultant, Sakra world Hospital

I have known Mr Sreedhar Bhat of Ara management solutions for many years and he is more of a friend than Financial advisor to me. His recommendations on investment are very sound and practical. He has made very accurate predictions on financial trends and the kind of risks I should take or avoid. He has […]

Ganesh KG

Success Manager at an IT company

Ara is literally a one-stop-shop for all your financial planning needs! My friend and advisor Pratik is tremendously knowledgeable in every aspect of financial planning / investments. Be it long term or short term, Ara was able to guide me and help me plan my investments based on my requirements and income. Apart from being our […]

Akshay C

Senior Programmer

I came to know about Ara through my colleague. I am very happy to be associated with them for the past 2.5 years. They understand our requirements well and are extremely professional in regards to the service they provide.Timely inputs they provide are invaluable. It has been a smooth journey so far.

Anand Balachandran Pillai

Chief Architect at B2B SaaS Startup

Ara is good with mutual funds management and helping the retail investor craft a portfolio of funds that can make the best out of the market opportunities. I have found investing with Ara a rewarding and pleasent experience. The portfolio website gives a general overview of the returns and growth of your portfolio which is […]

Harsha Murthy

Managing Partner - Vedav Academy LLP

Have been investing with Ara for the past few years. I am really happy with the service provided by Mr Pratik Vora. He has given me sound financial advice and has always stood by me during market turbulence and made sure I stayed invested – the reason for which I have made substantial returns over the years. […]

Satish Shinde

AVP, Operational Risk Management

Ara is a complete platform for investors. It is on the right path to create a wealth for you. I suggest all those who have just started their carrier to consult Ara to create fortune for future. A right guidance as per personalized needs, future financial planning is a USP of Ara. Timely statement of […]

Aviroop Sengupta

Strategy consultant with a Fintech co

Reliable, Transparent and Accountable. Have always advised keeping the client in mind

Vasu Chabbra

AVP - Growth Strategy , Finovate Capital

Ara is indeed a great platform for investment. I love the fact that there are so many options for Mutual Funds on their platform. The expert advice provided by the professionals at Ara really helped me choose the best fund for my long term investments. All my friends and relatives who have started investing via […]

Manmohan Sharma

Sr Animator

I’m a novice when it comes to investment and came to Ara seeking financial planning advice a couple of years back. They made me understand the benefits of smart investment and suggested making investing a habit. I’m happy to recommend anyone to their service because of their impartial and sound knowledge on current market trends

Vaibhav Joshi

Engg Manager in Autmotive Tech company

My journey with Ara started when i was searching for a reliable and knowledgeble financial consultant, who can advise and guide me for my investments. I submitted my interest on Ara website and then got a call from Pratik. We had a brief discussion on my needs and then Pratik came up with proposals which […]

Mou SenRoy

SR HR Lead in an IT Company

Well I have been investing through Ara for few years and I would say that this has been always a hassle free journey with them. Timely updates, monthly statements/reports, current market updates as well as a great advisory whenever I had reached out to seek inputs for current or additional investment plans. There inputs are […]

Prashant Admane

GTM in Semiconductor Company

The way the Ara team deals with people is very impressive. The team gives individual attention and provides timely resolution to our queries. Their professional approach of updating market status every day and providing a summary of our investments every week made me fan of Ara. I have not only recommended Ara to my relatives […]