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RAVINDRA RAO | Arthavrksh Financial Services Private Limited | ThaneRAVINDRA RAO | Arthavrksh Financial Services Private Limited | Thane

RAVINDRA RAO

Arthavrksh Financial Services Private Limited•Thane,MH
501/Solus Business Park, Hiranandani Estate,
Thane, MH, 400607
501/Solus Business Park, Hiranandani Estate, Thane, MH, 400607
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About

Ravindra V. Rao is the Founder of Arthavrksh Financial Services, a firm engaged in mutual fund distribution, research services, and capital markets education. He brings over 20 years of experience in research, technical analysis, and market strategy across equities, commodities, and currencies. He previously headed the Research & Advisory Desk at Kotak Securities and has worked with Anand Rathi Share & Stock Brokers Pvt. Ltd. and Motilal Oswal Financial Services. Ravindra is a Visiting Faculty at FINx Institute (formerly BSE Institute Ltd.) and leads independent capital market coaching initiatives. He has frequently shared market insights on CNBC TV18, Zee Business, and ET Now. He holds an MBA in Finance and is a CMT (USA), CFTe (USA), and EPAT (Algorithmic Trading) certified market professional. Through Arthavrksh, he focuses on empowering individuals and organisations to make disciplined, risk-aware financial decisions.

Practice at a glance

20
Years of Experience
50
Families Served
₹10
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Marathi, Kannada, English

Qualification Completed

MBA (Finance / Investments)

MBA (Finance / Investments)

Education

Formal Education

MBA – Master of Business Administration, BCom – Bachelor of Commerce, MBA – Master of Business Administration, BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XV – Research Analyst Certification, NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XV – Research Analyst Certification

Can help you to

Plan Complete Finances
Invest for Goals
Plan Retirement
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with RAVINDRA RAO.

Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Financial Wellbeing Workshop