Shreedhara Bhat
Managing Director - Ara | Trusted Investment Guide to Young Professionals & HNI\'s
- Role
- Managing Director & Chief Investment Officer at Ara Financial Services Pvt. Ltd
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Shreedhara Bhat
Across market cycles, things will keep changing. Products will evolve. New ideas will…
Experience
Managing Director & Chief Investment Officer
Ara Financial Services Pvt. Ltd
Oct 2009 — Present · Bangalore, IN
Ara is a Bangalore based independent investment advisory company that is dedicated to offering individuals, families, trusts, associations and companies personalized assistance in pursuing their financial goals.We at Ara, can help you take decisions and implement strategies that make the most of your financial resources. With your goals in mind, we customize your portfolio to deliver your financial dreams.We at ARA support your aspirations without conflict or bias. As an independent company not owned by or affiliated with any brokerage or investment group, our aim is to help every investor optimize portfolio returns with a great sense of security & a legacy of goodwill.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.
Education
Poornaprajna College
Bachelor of Business Management (BBM), Accounts, Finance
1992 — 1995
Skills
- Management
- Finance
- Strategic Financial Planning
- Financial Planning
- Equities
- Portfolio Management
- Capital Markets
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Wealth Management
- Retail Banking
- Investment Advisory
- Leadership
- Financial Services
- Investments
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