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.

Portfolio Building

How to build a Resilient Equity MF Portfolio?

In this article, we will help you to get a broad understanding of how to build an all-weather Equity Mutual Fund Portfolio. A lot of our thoughts in this article are an outcome of what we have experienced over many years, being on this side of the table. We also delve into the grappling issue that every investor needs to overcome to take rational investment decisions.

How to build a Resilient Equity MF Portfolio? Read More »

Importance of Planning

The Importance of Planning in Investing

Sometimes I feel we are so fortunate to be living in the 21st century. Multiple job opportunities, higher earnings potential, a good lifestyle, which the earlier generations could not even have dreamt of. When compared, our parents did not have the privilege of multiple opportunities be it career, earnings potential, or lifestyle. The investment avenues were limited for them, and lack of data or information often restricted their decision-making abilities. All these made them good planners naturally.

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ara taking a big leap

Planning to be on your own? Don’t miss these points

When you take that first step of your entrepreneurial journey, you are conscious that you are taking calculated risks and decision which will create value not just for yourself but for the society at large. You would have sweat a lot to give you enough confidence that your ideas can be transformed into business and can build its own moat. There are a few points you need to be cognizant of before making the colossal shift from a “9 to 6 job” to setting up a business to embark on the path of unprecedented growth

Planning to be on your own? Don’t miss these points Read More »

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