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IArista Artha Pvt. Ltd is a growing financial advisory firm that helps you analyse your goals and pave a suitable path to achieve the same. We believe in a step-by-step approach to estimating the required capital and determining how to acquire the same. The process involves understanding your background and lifestyle and keeping track of your income, expenses, and investments to manage your finances better.
We believe in a step-by-step approach to estimating the required capital and determining how to acquire the same. The process involves understanding your background and lifestyle and keeping track of your income, expenses, and investments to manage your finances better. It’s been more than a decade since ensuring your finances are well structured began taking pace in our country.
At IArista, we don’t sell financial products. On the contrary, we assess every client individually, understand their lifestyle in depth, categorize their requirements and our skilled expertise team then chalks out a customized plan that focusses on the client’s welfare, offering unbiased advice. We believe in equipping our clients with financial stability to handle the bumps and milestones in their journey.
IArista has an innovative questionnaire-based approach that helps you consider the various element of risks in investment and understand the impact it may have on your life at different stages. This process helps foresee the situation and plan accordingly. We ensure every client goes through this process thoroughly so that we can keep assess and keep a track of the financial health of all our clients.
There is no standard solution for all clients. The lifestyle, path and the entire journey of each individual is different and therefore the financial path also has to be carved accordingly. Therefor once the financial health check is complete, customised solutions are charted out for every client so that they are well prepared to lead the lifestyle they want and not affected by the bumps and milestones to be achieved in their journey.
IArista strives to ensure that the financial health monitoring is a hassle-free process for everyone. For all our clients, we help with organizing their existing financial portfolio’s and give them an application where all their assts are under one roof and it becomes easier to monitor everything at a go. Its an application we take pride in and are glad makes life a little easier for everyone.
Find Out The Future Value Of Your Goal.
Find Out The Future Value And Your Monthly Investment To Achieve It.
The services are very objectively aligned to the goals set by the investor, comprehensive and give real peace of mind on all personal finance fronts, be it making a will or mutual funds or insurances. At iArista they have assisted me consolidated all my assets under one roof & gave me a clear direction towards my goals. And help me work towards it.
As I believed my approach to investing was the best, I didn’t see any growth When I got in touch with Pratik and realized how clouded my judgment was. Now, I have disciplined investments and I can see them grow. ‘Trustworthy’ and ‘going the extra mile’ is what I can connect IArista with. Keep it up guys! All the Best !!!
I am very contented with services offered by Pratik and his team. Looking forward to continue this relationship in future.
Hi Prateek, You and your team has been providing prompt and reliable service to me and other members of my family and guiding us in choosing of good funds. Services over the years have become more efficient. The updates are useful tips. Thanks and Best Wishes.
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible
Pratik Sepuri has been our financial planner since the past 6 years. He has taken the efforts to understand the needs and goals of our family and his advice on both financial planning and investment matters is always sensible and practical. We value his advice and look forward to a continued association with him.
I have been associated with Pratik for the last 3 years. After a few discussions and understanding what my current and future needs are, he helped streamline my systematic investment planning. This is helping in my financial planning and budgeting for my needs. Thank You, I wish Pratik and his iArista team the very best !
Our association with Team iArista since 2 year has given us a different perspective in financial planning. The team has been completely transparent in all their dealings and explained finance terms in easy language. Looking forward to a fruitful partnership with the team.
We would take this opportunity to thanks Pratik for helping us to set a financial goal giving right direction to out savings. The expertise and attention giving details of how the specific investment will take care of specific goal made our life lot simpler making investment an hassle free affair. On the onset would like to thank Pratik and his team and wish them success in all their future endeavors.
iArista has always been a dependable partner when it comes to our financial goals and wealth management. They are remarkably helpful at each stage of the process – always fine-tuning action plans based on market changes and fluctuations. iArista has helped us take charge of our finances in a significant way!
Pratik has been working and guiding me since the last few years and we are focusing on some specific goals which we are working on and I'm sure we will achieve it , all the best on your endeavour...
We have been associated with Pratik Sepuri and his financial planning firm Iarista since last 6 years and it has been a wonderful experience. They been extremely innovative and supportive about our financial needs. In each and every requirements of ours they have supported us with all their abilities in providing prompt and decisive solutions.
Smital let me thank you for introducing Pratik for my all major issues of finance. He is really thorough knowledgeable about his subjet, more over very much concern about the fund of client as well and see to it that the client is benifited from it taking into consideration the age factor of the client which is really commendable. He is quite updated about the market and risk involved. Pratik has picked up the employees also very good and really hard working like him.
Over the years the firm has indeed lived upto my expectation and specially Mr. Pratik Sepuri (the founder of iarista) who was very co-operative and approachable whenever needed. The entity guided and advised me on managing my portfolio and funds over the years and even more when recently (last August 2016) when I purchased my first house in Kolkata. The portal provided by the firm helps me to monitor and track my portfolio in a detailed and summary form.
