Invest in India with Confidence
Structured, Transparent & Smart Investment Planning from NRE / NRO Onboarding to Long-Term Wealth Growth. We help NRIs navigate NRI-specific investment rules, documentation & compliance, Choose goal-aligned investment options, Build a long-term, disciplined wealth-accumulating portfolio, Enjoy real-time access and transparent reporting from anywhere in the world
Invest Globally. Grow with Clarity. With ARA Finserv
Created for NRIs who wish to organise their investments in India with clarity and simple processes. We help you understand available options and stay consistent in your investment journey.
AMFI Registered
Serving Investors Since 2009
Simple and Transparent ProcessPortfolio Snapshot
₹ 1.8 Cr
Illustrative Example
Our Experience at a Glance
ARA Finserv has been working with investors for over a decade, focusing on clarity, discipline, and a process-driven approach to long-term investing. Our emphasis has always been on simplicity, transparency, and consistency.
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Structured
Long-Term, Goal-Oriented
Our Performance Snapshot
ARA Finserv has been supporting investors for more than 15 years with simple, consistent and transparent processes. Our focus has always been on clarity and long term discipline.
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Who We Serve
We work with Non-Resident Indians who want their investments in India to stay organised, compliant, and easy to oversee from abroad. Our approach suits those who value clarity, structure, and long-term discipline while managing their financial responsibilities remotely.
NRIs Investing in India
For NRIs who want to invest in India without confusion around rules, paperwork, or ongoing compliance. We help you set up and manage investments correctly, with a clear structure and one point of accountability, so your India portfolio stays aligned with your long-term goals.
Discuss Your India InvestmentsNRIs Managing Family Investments in India
For NRIs who oversee or coordinate investments for parents or family members in India. We help bring multiple accounts, legacy holdings, and long-term objectives under one organised view, making it easier to monitor progress and take informed decisions from anywhere.
Review Your Current SetupWho We Serve
We work with individuals who want their investments in India to remain organised, simple, and well-coordinated. Our approach is well suited for Non-Resident Indians who manage their financial responsibilities from abroad.
NRIs Investing in India
We help NRIs invest in India with clarity by simplifying NRI-specific rules, documentation, and ongoing investment processes through a structured approach.
Connect with UsNRIs Managing Family Investments in India
Many NRIs support or manage investments for their parents or family members in India. We help bring structure, coordination, and clarity across accounts and long-term goals.
Connect with UsHow We Support NRIs
Managing investments in India while living abroad can feel complex. Our services are designed to bring clarity, structure, and consistency to your India investments, while keeping NRI-specific rules and processes in mind.
Getting Started as an NRI Investor
Guidance on NRI-specific requirements such as NRE and NRO accounts, documentation, and regulatory considerations, so you can invest in India with confidence and clarity from abroad.
Investing in Mutual Funds from Overseas
Support to invest in Indian mutual funds in a structured and compliant manner, with clear visibility on how your investments are held and tracked while you remain outside India.
Aligning Investments to Life Goals
Helping you organise investments around specific goals such as children’s education, future financial security, or long-term wealth building, keeping your time horizon and comfort level in mind.
Clear View of Your India Portfolio
Simplified portfolio reviews that help you understand where your money is invested, how it is spread across asset types, and whether it remains aligned with your long-term intent.
Disciplined Investing Through SIP and STP
Assistance in setting up systematic investment and transfer plans that help you stay consistent with your investing approach, even when market conditions fluctuate or you are busy overseas.
Long-Term and Retirement-Oriented Planning
Support in structuring long-term investments for retirement or financial independence, keeping in mind extended time horizons, evolving life stages, and future return-to-India considerations.
Why Ara ?
Professionalism
Integrity
Knowledge
Simplicity
Our Team
We have had an amazing journey coming to where we are today. Confident, Hard-working, Dedicated, & Trustworthy. This is what Ara has to offer you – A perfect complementing Team.
Investment Process – The Ara Approach
Our Video Guides
Short, easy-to-understand videos designed to help you build clarity around investing, long-term discipline, and mutual fund fundamentals, especially relevant for NRIs investing in India.
Power of Compounding
Understand how small, consistent investments grow over time.
How Long-Term Investing Works
Why patience and discipline matter more than timing the market.
Basics of Mutual Funds
A beginner-friendly explanation of how mutual funds work.
Understanding Equity Funds
Learn how equity funds fit into long-term wealth creation.
Our 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 […]
Frequently Asked Questions
These are some of the common questions we receive from NRIs and resident investors who wish to organise their investments through ARA Finserv.
Yes. NRIs and OCIs can invest in Indian mutual funds using NRE or NRO accounts. We help you with documentation and onboarding such as PAN, KYC and FATCA formalities. Once the setup is complete, you can access your holdings digitally and receive regular statements in compliance with SEBI and RBI regulations.
Mutual funds in India operate within a well regulated framework under SEBI. All units are held directly with the respective Asset Management Company in your name. Your transactions are processed through verified banking channels and you continue to receive statements, updates and secure access from anywhere.
Many mutual funds allow you to begin with amounts as low as ₹500 to ₹1000 per month through SIPs. You may also choose lump sum investments based on your preference. Consistency usually matters more than the starting amount.
We assist with onboarding, documentation support, organising transactions and offering periodic updates. Our role is to keep the experience simple, well structured and transparent for all investors.
You will need a PAN card, KYC documents, NRE or NRO bank details, proof of overseas address and a valid passport with visa or OCI card. We coordinate the documentation to ensure a smooth process.
You can track your investments through consolidated statements issued by AMCs and also
via the ARA Finserv mobile app, which provides an organised view of your holdings.
The app allows you to monitor portfolio values, transactions and overall progress in one place.
📱 ARA Finserv App:
Download from Google Play
Tax treatment depends on fund type and holding period. Applicable TDS is deducted by AMCs before crediting redemption amounts to your NRE or NRO account. We help with summaries and clarity so that you maintain proper records for your filings.
Yes. Investments made through NRE accounts are generally fully repatriable. Investments made through NRO accounts can be repatriated within the permitted limits, currently up to USD 1 million per financial year, subject to documentation.
All investments are held directly with Asset Management Companies and statements are issued in your name. In addition, we share a structured Friday Report that provides updates, summaries and relevant portfolio insights so you stay informed in a simple and organised manner.
Investors value our consistent processes, simple communication and organised approach. With over 15 years of experience, we focus on keeping the entire investment journey smooth, transparent and easy to follow.
Ready to Begin Your Investment Journey Aram Se?
Whether you are in India or living abroad, ARA Finserv helps you organise and manage your mutual fund investments with clarity, transparency and a simple long-term approach.
Clear steps. Long-term discipline.
