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Dilip Jha
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Work Experience
Principal Officer
Apr 2012 - Present · 12 years and 9 months
Chief Strategy Officer
May 1996 - Mar 2012 · 15 years and 10 months
Program Manager
May 1994 - Apr 1996 · 1 years and 11 months
Company Details
Aarohan Holdings & Advisors Pvt. Ltd. (AHA) is a new generation non banking financial company (NBFC) licensed by the Securities Exchange Board of India (SEBI) to offer Portfolio Management Services (PMS) to individuals as well as institutions. AHA was founded by 3 senior CXO level professionals with IIT/IIM/CA qualifications to fill this void. Our mission is to take you to true financial independence, faster. Through our flagship discretionary portfolio management services, we offer end-to-end investment management services. We are licensed to invest in entire range of financial assets without being tied to any financial product. This enables us to keep our investment decisions independent & unbiased. We extend investment services to cover entire range of personal finance services like financial profiling & planning, investment advice & execution, tax filing & estate planning. We also ensure that your investments are always available to you, for regular monthly expenses or large onetime expense. Our individual retail clients include corporate CXOs, entrepreneurs, self-employed professionals & government employees as well as NRIs. We currently manage the investments of over 80 clients with total Assets Under Management (AUM) of INR 50+ crores. Many of our clients are retired & utilize our liquidity management services including regular pension withdrawals. We also have younger clients in the accumulation phase of life looking for long term capital appreciation. We have just launched our treasury management outsourcing offering for corporates. It has drawn very good response from cash rich SMEs, trusts & co-operatives. If you had invested INR100 in April 1, 2015 in the average AHA portfolio it would have become INR 139.27 on 31st October 2018. The same if invested in the BSE Sensex would have become 123.21. Promoters: Dilip Jha – IIM Calcutta PGP 1985, IIT Kanpur B Tech 1983 Prabir Chatterjee – IIM Calcutta PGP 1985, CA 1983 Vandana Jha – IIT Delhi MSc 1986
Year Founded
2012
Social Media
Linkedin
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
HNO. 8-2-120/77A, First Floor Road Number - 2, Banjara Hills, Hyderabad - 500034. Telangana +9140 23546894 Hyderabad, Telangana 500034, IN
Keywords
Family Office for UHNIsPortfolio Management Services for HNIsDigital Platform for Young AchieversFinancial PlanningTreasury Management OutsourcingInvestment ManagementEstate PlanningIncome Tax FilingInvestment Advisory Serviceand Dematerialisation
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