Financial Services - Mumbai, Maharashtra, India
iArista believes in helping you in securing your dreams by giving you a clear picture on how your goals can be achieved through our beautifully designed & simple to use single window online portal which is able to draw a roadmap of your dreams & aspirations in line with your investment product.Meet Our Team:1. Mr. Pratik Sepuri, a self-motivated, goal-oriented financial planner with an indisputable passion & rich experience in Financial Planning, strongly believes in "Right here, right now." He focuses exclusively on the financial goals of the clients. When it comes to financial planning, he believes in keeping it simple & advices not to act on too many things at a time.Having worked with Broking Firms, Financial Planning Institutions & Partner vertical channels, he has now embarked upon this venture to help people plan their finances in such a manner that they can enjoy their lives to the fullest while fulfilling their dreams.2. Ms. Reema Tawade, a post graduate in banking, insurance & investment, believes that investment and goals are all about numbers. Being the Head of Operations & member success, she handles all executions & operations in terms of investments to bring the company's motto, of simplifying complicated things & making client life happy, to life.3. Ms. Lavanya Sepuri, our self motivated & dedicated Marketing and BD Executive, believes that business development can be summarized as the ideas, initiatives & activities that aim towards making a business better. Her primary motive is to help people out & she finds BD & Marketing an excellent platform to spread awareness about investment planning.4. Ms. Kalyani Vivekanandan, a CA & certified financial planner believes "A goal without a plan is just a wish." As a part of Research and Advisory at iArista, she aims at doing thorough & systematic research & planning to give timely advice to the clients in order to help them achieve their goals.
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