Investment Advice
Tailored for you
Statutory Disclosure on Investor Complaints
Why Aroha
Problems
- Transactional
- High costs
- Tax inefficient
Principles
- Fiduciary standard
- Process driven
Philosophy
- Simplicity
- Low cost
- Stewardship
Portfolio
- Tailor made
- Low churn
- Tax efficient
Our Services
Our 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
We are a fee-only, SEBI-registered Investment Adviser (registration no.: INA200000175). Aroha Capital Pvt Ltd was amongst the first batch of SEBI approved Investment Advisers in India (operating since 2013), and the first such approved entity in Bengaluru. Since our inception, we have maintained a pure fee only investment advisory practice.
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
