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Ratnasri Karra | Her-Mony Services Pvt Ltd | BangaloreRatnasri Karra | Her-Mony Services Pvt Ltd | Bangalore

Ratnasri Karra

Her-Mony Services Pvt Ltd•Bangalore,KA
CA Site No. 1, HAL 3rd Stage, Behind Hotel Leela Palace, Kodihalli,
Bangalore, KA, 560008
CA Site No. 1, HAL 3rd Stage, Behind Hotel Leela Palace, Kodihalli, Bangalore, KA, 560008
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About

Ratnasri Karra has been an active financial advisor for the last 13 years. She is passionate about empowering women to take ownership of their financial lives. Her dream of helping women realise goals they sometimes cannot articulate or bury under family responsibilities translated into her venture Her-Mony in 2013. “I wanted to create a space where women could freely talk about creating the life they want and open their minds to finding a way to achieve their goals – often despite odds.” In the course of conversations with her clients, Ratnasri also realised that financial investment cannot be done in a vacuum: it is inextricably linked to life events and while clients need to prepare for major transitions such as marriage, children, death, retirement, divorce, these transitions are especially challenging for women. This led her to certify as a Financial Transitionist from the Financial Transitionist Institute, in helping clients successfully navigate through transitions.

Practice at a glance

13
Years of Experience
50
Families Served
₹25
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Fees
Mode of Meetings:Virtual
Specialises working with:Young Professionals, Women Investors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Bengali, Telugu, Tamil, Kannada, English

Qualification Completed

CFA – Chartered Financial Analyst

C1464

MBA (Finance / Investments)

99058

Licenses Held

SEBI Registered Investment Adviser

INA200009582

Education

Formal Education

BA – Bachelor of Arts, MBA – Master of Business Administration

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans

Complimentary Services

Get any of the free services to experience working with Ratnasri Karra.

30 Minute Q&A — Ask Me Anything