Ara Financial Services Pvt. Ltd - Financial Education Providers Distributors
Member since Nov 24, 2015
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About Me
Ara is a Bangalore based Mutual Fund Distribution company that is dedicated to offering individuals, families, trusts, associations and companies personalized assistance in pursuing their financial goals.
About Work Experience
We assist our clients in identifying, defining and prioritizing their financial goals over their life time and then in designing a customized road map to achieve these goals. Our range of services includes goal setting, investment planning, cash flow planning, retirement planning, risk management and tax planning.
Experience & Qualification
Qualification
Management Graduate
Experience as an Advisor
12 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
IPOs, Bonds & NCDs
Financial Education Providers
Affiliations
-
Not Specified
Awards & Recognition
-
Reliance Mutual Fund CEO Elite Club: 2013-14/ 2014-15
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KMAFA Investor Education Initiative: 2013-14
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ICICI Pru Chairman Circle Award: 2012-13/ 2013-14
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HDFC Upper Crust Award: 2014
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ICICI Pru Silver Membership: 2011-12
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Wealth Forum Business Growth Champion: 2013-14
Address
Ara Financial Services Pvt. Ltd
S-05, Concourse, Lower Ground Floor,,
Tech Park Mall, ITPL,
Whitefield,
Bangalore,
Karnataka, 560066
LICENSE
|
Mutual Fund -
ARN No.
76035 - Validity -
11-09-2023
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