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
Company Details
- Employees
- 7
- Founded
- -
- Address
- Hno. 8-2-120/77a, First Floor Road Number - 2, Banjara Hills, Hyderabad - 500034. Telangana +9140 23546894, Hyderabad,telangana 500034,india
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- aarohanfinance.com
- Keywords
- Family Office for UHNIs, Portfolio Management Services for HNIs, Digital Platform for Young Achievers, Financial Planning, Treasury Management Outsourcing, Investment Management, Estate Planning, Income Tax Filing, Investment Advisory Service, Dematerialisation.
- HQ
- Hyderabad, Telangana
Aarohan Holdings And Advisors Pvt. Ltd. Questions
Aarohan Holdings And Advisors Pvt. Ltd.'s website is aarohanfinance.com
Aarohan Holdings And Advisors Pvt. Ltd.'s LinkedIn profile is https://in.linkedin.com/company/aarohanfinance
Aarohan Holdings And Advisors Pvt. Ltd. has
7 employees.
View email and phone details for 7
employees at Aarohan Holdings And Advisors Pvt. Ltd..
Aarohan Holdings And Advisors Pvt. Ltd.'s industry is
Investment Management
Aarohan Holdings And Advisors Pvt. Ltd.'s top competitors are
Ck Money Finance,
Mifincorp,
Navikarna,
Grihastha Finance Limited,
Carestream,
Avant Finwise Private Limited.,
Kyteus Finance,
Artline Vinimay Private Limited,
Thangam Capital,
Scjk Finserv Private Limited.
Aarohan Holdings And Advisors Pvt. Ltd.'s categories are Investment Management
Aarohan Holdings And Advisors Pvt. Ltd.'s founding year is 2012
