Shreedhara R Bhat

Shreedhara is the Founder & Director of Ara Financial Services Pvt. Ltd. He has an experience of over 2 decades in Financial Service Industry with majority of it in guiding individuals and institutions on their investments requirements.

Comparison of Mutual Funds vs Direct Stocks in the journey towards financial independence, represented by upward green arrows forming the word WEALTH – ARA Finserv"

Stocks Vs Mutual Funds: Journey Towards Financial Independence

In the world of wealth creation, stock markets are often portrayed as a golden highway to riches. The lure of high returns, the thrill of stock picking, and the dream of discovering the “next big thing” can be tempting. Let’s be honest – investing in individual stocks isn’t easy. Selecting the Right Stocks: Few Key […]

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Puzzle globe representing global investing with icons of Google, Amazon, Meta, Apple, Microsoft and ARA Finserv’s branding – How Indians Can Invest Globally

Want a Piece of Apple, Amazon, Nvidia? Here’s How Indians Can Invest Globally

This article explains how Indian residents can invest in international markets — including options like direct investing via the LRS route, international mutual funds, and GIFT City platforms.

It also covers tax considerations, regulatory limits, currency risk, and who these options may be suitable for. If you’re evaluating whether global diversification fits your long-term financial plan, this is a good place to start.

Want a Piece of Apple, Amazon, Nvidia? Here’s How Indians Can Invest Globally Read More »

Market Downtrends or AI Disruption

Market Downtrend or AI Disruption: Where Should Our Focus Be?

While market fluctuations may dominate the news, the bigger challenge lies in AI’s transformative impact on industries and careers. Shifting focus to long-term financial stability and skill development is crucial. With expert financial guidance, you can secure your future and channel your energy into thriving in an AI-driven economy.

Market Downtrend or AI Disruption: Where Should Our Focus Be? Read More »

RISK (Left side, black text) REWARD (Right side, yellow text) ARA (Logo with tagline: "Invest... Aram Se!") (Top-right corner)

Why Risk and When to Risk: The Happy Siblings – Goal and Risk

In a world where technology evolves every day—simplifying yet complicating our lives—risk-taking has become an inherent part of our journey. From the bold entrepreneurial moves that create societal value to the reckless risks that lead to financial setbacks, understanding when and how to take risks is essential. This thought-provoking article dives deep into the balance between risk and goals. It highlights the importance of calculated risks, learning from others’ mistakes, and aligning investment strategies with clear financial objectives.

Why Risk and When to Risk: The Happy Siblings – Goal and Risk Read More »

Designer 1

Outsmarting the Market – A Hypothesis or a Syndrome?

Our inherent drive to outdo ourselves and others often fuels success, but in investing, this competitive spirit can backfire. Chasing trends and trying to outsmart the market can lead to impulsive decisions and significant losses. Discover why patience, discipline, and humility are vital in navigating the investment landscape, and how mutual funds offer a balanced approach to long-term wealth.

Outsmarting the Market – A Hypothesis or a Syndrome? Read More »

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