CP

Cfp Pratik Sepuri

Founder & Md at iArista
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About Cfp Pratik Sepuri

Cfp Pratik Sepuri is Founder & Md of iArista based in Office No.503, 5th Floor, Accord Classic Station Rd, above Anupam Stationery Mumbai, Maharashtra 400063, IN. Previously worked at Kalpataru Wealth Solution as a Co Founder. iArista is a Financial Services company in Office No.503, 5th Floor, Accord Classic Station Rd, above Anupam Stationery Mumbai, Maharashtra 400063, IN with 14 employees.

Cfp Pratik Sepuri has 17 years of professional experience, with an average of 4 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Cfp Pratik Sepuri holds a degree from Welingkar Institute of Management. Their career does not include experience at a global enterprise, with a base location in Mumbai, Maharashtra, India, in.

Cfp Pratik Sepuri Social
Cfp Pratik Sepuri Work
Cfp Pratik Sepuri have been working for 17 years. Currently Cfp Pratik Sepuri is the Founder & Md @iArista, with experience in Co Founder @Kalpataru Wealth Solution
Founder & Md
Jul 2015 - Present · 9 years and 8 months
Kalpataru Wealth Solution
Co Founder
Jun 2014 - Jul 2015 · 1 years and 1 months
Financial Planner
Aug 2011 - Jul 2014 · 2 years and 11 months
About Cfp Pratik Sepuri's Current Company
11-50 Employees

iArista is founded in 2016, operates from its headquarter in Office No.503, 5th Floor, Accord Classic Station Rd, above Anupam Stationery Mumbai, Maharashtra 400063, IN. The company operates in the Financial Services sector.

iArista specializes in Financial Planning, Investment Management, Customized Financial Plans, One-on-One Guidance, and offers services including Website, Mobile App, and Single window online portal.

iArista has hired 1 new employees in the past 6 months. During the past 6 months, 2 employees departed.

Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
Office No.503, 5th Floor, Accord Classic Station Rd, above Anupam Stationery Mumbai, Maharashtra 400063, IN
Expertise
Financial PlanningInvestment ManagementCustomized Financial PlansOne-on-One Guidance
Solutions
WebsiteMobile AppSingle window online portal
Keywords
N/A
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Cfp Pratik Sepuri Education

Cfp Pratik Sepuri completed at Welingkar Institute of Management (2016 - Present) , at University of Mumbai (2009 - 2011) , etc

Welingkar Institute of Management
Post Graduate Diploma in Management - FinanceFinance and Financial Management Services
2016 - Present
University of Mumbai
Bachelor's Accounting and Finance
2009 - 2011
national institute of securities market (nism)
Present
Cfp Pratik Sepuri Skills
Financial
financial services
Project and Plan Management
banking, risk management
Business and Strategy
investments, portfolio management
Other
financial planners, wealth management services, mutual funds, wealth management, retirement planning, equities, wealth, financial markets, financial advisory, asset management, investment advisory, financial planning

Cfp Pratik Sepuri Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Cfp Pratik Sepuri found in 2025.

  • Email AddressC**@iarista.comPersonal Email
    Find Email
  • Phone Number(xxx)xxx-xxxxPersonal Phone
    Find Phone

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