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