Our personal finance expertise can provide you tailored incidental advice and strategies to help you make informed decisions and achieve your financial goals. Get started today!
At Ara Finserv, we take pride in providing tailored financial solutions that meet your unique needs. Our founder, Mr. Sreedhara R Bhat, brings over two decades of expertise in the financial industry. As a dedicated personal finance specialist, he offers guidance in equity mutual funds, debt mutual funds, SIP, and more. His dedication to providing insightful financial strategies and personalized service has helped countless individuals achieve their financial goals.”
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Disclaimer: Ara Financial Services Pvt Ltd is an AMFI – Registered Mutual Fund Distributor. By filling this form, you are permitting us to communicate with you via call, email, SMS or WhatsApp
Consulting with a personal finance specialist can transform your financial future. Here’s how:
Benefit from professional guidance tailored to your financial situation and goals.
Develop a clear, actionable financial plan that aligns with your long-term objectives.
Learn how to balance risk and return to protect your investments.
Discover strategies to maximize returns and minimize taxes.
Mr. Sreedhara R Bhat is dedicated to helping you navigate the complex world of personal finance. Here’s how:
Understand your financial goals and tailor strategies to meet them.
Evaluate your current financial status and identify areas for improvement.
Help you choose the right investment products that align with your risk appetite and goals.
Provide continuous monitoring and adjustments to your financial plan to ensure optimal performance.
Mr. Sreedhara R Bhat is passionate about educating individuals on financial literacy. Through various educational resources, he empowers people to make informed financial decisions. Learn more about his initiatives here.
Tailored incidental advice based on your unique financial situation.
Access to in-depth knowledge and experience in financial strategy.
Strategic planning focused on achieving your financial objectives.
Confidence knowing your financial future is in capable hands.
Explore our video featuring insights and incidental advice from Mr. Sreedhara. Gain valuable knowledge on various financial topics to help you make better investment decisions.
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
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.
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
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
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
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.
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
“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
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
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
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
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.
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
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.
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
Reliable, Transparent and Accountable. Have always advised keeping the client in mind
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
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
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
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
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
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Disclaimer: Ara Financial Services Pvt Ltd is an AMFI – Registered Mutual Fund Distributor. By filling this form, you are permitting us to communicate with you via call, email, SMS or WhatsApp