Shreedhara Bhat Email and Phone Number
Shreedhara Bhat work email
- Valid
Shreedhara Bhat personal email
I am a professional with over two decades of experience, 12 of which has been in the world of financial services and investments. I started Ara in 2009 with a vision to provide personalized, efficient and holistic investments services to working professionals and their families. I am proud of the fact that our customers, once they engage our services, consolidate all their investment requirements whether it be in equity, debt, tax savings, real-estate etc., with us. My commitment to my customers is that they focus on their career growth and progress while we take care of their investment growth. Ara is located inside the ITPL Campus in Whitefield, Bangalore. This ensures that our customers at ITPL can easily walk into our office or call us to visit them at their workplace, to avail investment services. We provide specialized offerings to all levels of working professionals including CEO/CXO's, Doctor's/ Surgeons, Senior professionals, mid-level executives and interns with differentiated investment services to suit the requirements of each segment.
Ara Financial Services Pvt. Ltd
View-
Managing Director And Chief Investment OfficerAra Financial Services Pvt. LtdBengaluru, Ka, In
-
Managing Director & Chief Investment OfficerAra Financial Services Pvt. Ltd Oct 2009 - PresentBangaloreAra 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. -
Head - Retail SalesSprism Investment Service Private Limited Jan 2005 - Sep 2009Bengaluru Area, IndiaSPRISM, incorporated in March 2000, is a well-established Investment Advisory company offering services that predominantly include Financial Planning, Market Analysis & Portfolio Advisory.Shreedhar, during his stint with the company, was a senior member of the sales team which drove the organization to a leadership position. He was responsible for key account management, distribution of financial products and driving overall retail business growth. -
Junior OfficerIcici Bank Ltd Jul 2002 - Dec 2004Bengaluru Area, IndiaShreedhar began career in the financial services industry as a Junior Officer - Retail Branch Banking at ICICI Bank in Bangalore. Primary focus was to create customer delight by customising the entire gamut of products offered by ICICI including savings and checking accounts, mortgages, personal loans, debit/credit cards and certificates of deposit (CDs). -
InvestorModern Retail Outlet - Grocery May 1995 - Jun 2002Bengaluru Area, IndiaSet up a modern trade retail outlet focused on catering to the daily grocery requirements of customers within a specific locality in Bangalore. From the early days the approach has been to understand customer requirement and grow business through customer delight.
Shreedhara Bhat Skills
Frequently Asked Questions about Shreedhara Bhat
What company does Shreedhara Bhat work for?
Shreedhara Bhat works for Ara Financial Services Pvt. Ltd
What is Shreedhara Bhat's role at the current company?
Shreedhara Bhat's current role is Managing Director and Chief Investment Officer.
What is Shreedhara Bhat's email address?
Shreedhara Bhat's email address is sr****@****ions.in
What are some of Shreedhara Bhat's interests?
Shreedhara Bhat has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is Shreedhara Bhat known for?
Shreedhara Bhat has skills like Wealth Management, Capital Markets, Strategic Financial Planning, Equities, Team Management, Mutual Funds, Retail Banking, Investment Advisory, Portfolio Management, Banking, Investments, Finance.
Not the Shreedhara Bhat you were looking for?
-
1yahoo.co.in -
Shreedhara Bhat
Avp Finance|Ca|Llb|Cs|M&A|Corporate Treasury|International Operations|Business Finance|StrategyBengaluru -
Shreedhara Bhat
Associate Due Diligence Coordinator | Delivering Accurate And Timely ResultsSiddapur -
Shreedhara Bhat
India1gmail.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial