Investment Advice
Tailored for you
Statutory Disclosure on Investor Complaints
Why Aroha
Problems
- Lack of fiduciary intent and conflicts of interest in advice
- High transaction costs and commissions
- Tax inefficiency
Principles
- Fiduciary standard
- Process driven (goal-based and risk-based)
Philosophy
- Simplicity
- Low churn and low cost
- Cash for optionality
- Dumb-bell strategy
Portfolio
- Tailor made for client’s unique needs
- Low churn and tax efficient
- Simple and low cost
Our Services
At Aroha, the starting point is the Investment Policy Statement. Here we articulate a framework of how your investments should be structured such that your financial goals are met in harmony with your appetite and ability for financial risk.
After this, you can either choose a Single Investment Advice Mandate or a Comprehensive Financial Advice Mandate.
Our Benefits
Focus on your unique needs
We lay emphasis on a client’s unique situation and ensure low transaction costs.
Partner with a SEBI-Registered Investment Adviser
We are a SEBI-regulated entity; our processes are designed to follow fiduciary standards.
Avail a Skin-in-the-Game Partner
We eat our own cooking.
About Aroha
Aroha Capital Investment Advisors is a fee-only, SEBI-registered Investment Adviser (registration no.: INA200000175). Incorporated on 11 February 2013, the firm is headquartered in Bengaluru.
Leadership
Vivek Pai, CFA
Managing Director and Principal Officer
Experience:
- Self taught finance professional investing in capital markets since 1999
- Founded Aroha Capital in 2013
Education:
- Chartered Financial Analyst, CFA Institute
- MEng Chemical, National University of Singapore, Singapore
- BEng Chemical, Birla Institute of Technology and Science, Pilani, India
