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 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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Years of Experience
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Assets Under Distribution
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Clients Served
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Who We Serve
We work with individuals who wish to keep their investments organised and simple. Our approach focuses on clarity, discipline and smooth processes, especially for NRIs who manage their financial journey from abroad.
NRIs and Global Investors
We help NRIs stay connected with their investments in India through clear processes, simple digital onboarding and transparent communication.
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Family Investors
Families who prefer organised and consistent investing often choose to work with us. We keep things simple so they can stay focused on their long term goals with clarity.
Learn MoreOur Services and Solutions
ARA Finserv provides a structured set of investment support services designed to help you stay consistent, organised and confident throughout your financial journey.
Mutual Fund Distribution
Access a wide range of mutual fund options from trusted AMCs with simple and transparent information to stay consistent in your investment journey.
Investment Organisation Support
We help you organise your investments with clear frameworks so you can track progress easily and stay aligned with long term preferences.
Portfolio Overview Assistance
Get a simplified view of your investments to understand allocation and stay consistent through disciplined investing.
SIP and STP Setup Support
We help you set up SIPs and STPs to maintain regular and steady investing aligned with long term compounding.
NRI Investment Support
For NRIs investing in India, we assist with documentation, onboarding and periodic updates for a smooth experience.
Retirement Focused Investing Support
We help you stay disciplined with long term investing frameworks designed to support your retirement goals.
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 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 will receive digital statements directly from AMCs along with consolidated account summaries. We also share periodic updates that help you track your holdings in an organised way.
Tax treatment depends on fund type and holding period. AMCs deduct applicable TDS before crediting redemption amounts to your NRE or NRO account. We help with detailed summaries so that you maintain proper records.
Yes. Investments made through NRE accounts are generally fully repatriable. Investments made through NRO accounts can be repatriated within the permitted limits which is currently up to USD 1 million per year with required documentation.
All investments are held directly with AMCs and every statement is issued in your name. We maintain clear communication with simple reports so you always stay informed.
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 and clear.
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.
