CP
Cfp Pratik Sepuri
Founder & Md at Iarista
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Work Experience
Founder & Md
Jul 2015 - Present · 9 years and 5 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
Company Details
2-10 Employees
IArista Artha Pvt. Ltd is a growing financial services firm that helps you understand your goals and pave the path to achieve them. We believe in a step-by-step approach to estimate the required capital and determine how to acquire the same. The process involves understanding your background and lifestyle while keeping track of your income, expenses, and investments to manage your finances better. It’s been more than a decade since iArista Artha has been ensuring your finances are well structured. After working with Financial Planning and Brokering firms at an early stage, Mr Pratik Sepuri realised that most advisors focused on the firm’s profits rather than the customer’s Interest. So with an aspiration to build a customer centric firm that would cater to all segments, he founded IArista Artha Pvt Ltd in the year 2015. With a motto to offer individuals a path to become financially secure and can adapt to any situation in life, IArista has been working with individuals and corporations to help them in managing their finances and investments effectively. We have a dedicated, trained and knowledgeable team of advisors who ensure the customers are completely aware of their investments and customizing the perfect plan required. We offer one-on-one guidance to assure that you have absolute control over your finances, spending and responsibilities and take command of your life and destiny. Our Website and Mobile App iArista believes in helping you secure your dreams by giving you a clear picture on how your goals can be achieved through our beautifully designed and easy to use single window online portal and mobile app which is able to draw a roadmap of your dreams & aspirations in line with your investment product.
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
Keywords
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