Arpan Arora | Shadvika Financial Services

About

Arpan Arora is a senior executive with demonstrated success in the industry having more than one and a half decade of professional experience. He has worked across financial institutions such as CITI Bank , ICICI securities and Kotak Mahindra Life Insurance, while responsible for building and managing personalized investment portfolios.

Practice at a glance

16

Years of Experience

105

Families Served

₹110

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM XVII: Retirement Advisor Certification, NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Arpan Arora.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check