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.
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 …
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 …
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 …
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 …
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 …
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. …
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 …
Strategy consultant with a Fintech co
Reliable, Transparent and Accountable. Have always advised keeping the client in mind
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 …
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
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 …
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 …
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 …
- Albert Einstein
Through our blog we aim to kindle a thought, demystify personal finance, and decode relevant news and developments. We sincerely hope to add some value for the time you spend here. Do not hesitate to write your comments, we would love to read it. Also, feel free to write to us with your suggestions or if you would like to hear from us on anything specific. We would do our best to share our thoughts on it.
- Swami Vivekanand
Disclaimer: Ara Financial Services Pvt Ltd is a AMFI – Registered Mutual Fund Distributor. This blog is purely intended to spread financial awareness and for educational purpose. No part of the content should be construed as an investment advice or an invitation to invest. It is recommended to consult an advisor for your investment requirements. All Mutual Funds are subject to market risks. Please read all the scheme related documents carefully before investing.
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.
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.
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
All you have to know about Arbitrage Funds
Arbitrage is the process of simultaneously buying and selling same security in different market segments to profit from a price differential. A type of mutual fund that follows a similar approach as mentioned above is the Arbitrage fund.
Direct or Regular? – A Detailed View
Earn ₹ 25 Lakhs more in 25 years. Get 1% extra returns on your investments. “No Hidden Charges” if you invest through us. Why pay commission to agents? Does the concept of free lunch exist? Get a perspective of Direct vis-à-vis Regular Mutual Funds.
Debt Funds – A Prudent Option for Short to Medium Term Investment
Debt Mutual Funds are one of the mutual fund categories that an individual or institution can consider for their short to medium term requirements. Debt Funds invest in fixed income instruments like Govt. Bonds, Corporate Bonds, Debentures, and many other similar instruments.
Highlights of Budget 2023
The budget 2023 is more of a continuation of the previous two years budgets. This year it focused on opportunities for citizens especially the youth, job creation, growth, and strong and stable macro-economic environment.
The Bulls, Bears and Investors!
Indian Equity market has had long eventful journey. It has witnessed rapid rise and fall in valuation, popularly termed as volatility. The word volatility with …
Budget 2022 Emphasizes Economic Growth
The budget 2022-23 has given the momentum for development to the blueprint that was drawn in budget 2021-22. Clearly, there have been continuous reforms that …