iArista · Est. 2016 · Mumbai
We put your
goals first.
For nearly a decade, iArista has been building a different kind of financial firm — one where your interests are always the priority.
The Founder
Pratik Sepuri
Founder · iArista Artha Solutions · Est. 2016
After years working inside financial planning and brokerage firms, Pratik Sepuri noticed a troubling pattern — advisors were optimising for commissions, not for clients. Products were pushed, not planned. Portfolios were built for the advisor's bottom line, not the investor's future.
In 2016, he founded iArista Artha Solutions with a simple but bold idea: build a firm where every conversation starts and ends with the client's goals. No hidden incentives. No product pushing. Just honest, holistic financial guidance for every stage of life.
Pratik Sepuri
Founder
Certified Financial Planner
AMFI Registered Mutual Fund Distributor
18+ Years in Wealth Management
Reema Tawade
Co-Founder
BBI · PGDBM in Finance
Manipal Cigna · Upstox · IIFL
11+ Years in Mutual Funds & Financial Operations
The Co-Founder
Reema Tawade
Operations & Client Success
With over a decade of hands-on experience across some of India's leading financial firms — including Manipal Cigna, Upstox, and IIFL — Reema brings deep operational expertise and a sharp understanding of how financial products actually work for real clients.
At iArista, she leads client operations and ensures every investor experience is seamless, transparent, and built on trust. Her approach is refreshingly practical: simplify the complex, focus on goals, and keep the client at the centre of every decision.
Our Journey
From Vision to Impact.
The Beginning
iArista was born — with a clear mission to bring clarity, structure, and purpose to personal finance.
Building Trust
We secured our AMFI registration, marking our entry into trusted and regulated mutual fund advisory.
Recognition & Momentum
Our digital presence was recognised by Café Mutual for building a website that strengthens client retention. We also guided our growing base of HNI clients toward their financial goals.
Service That Stood Out
We were honoured with the Best Customer Service Award by BSE, reinforcing our commitment to exceptional client experience.
Expanding Access
We entered the retail segment, making structured wealth management accessible to a much wider audience.
A Complete Financial Ecosystem
From mutual funds to trading platforms, insurance, fixed deposits, corporate deposits, physical shares, and more — iArista evolved into a true one-stop financial platform.
Thought Leadership & Presence
Our insights were featured in ET Mint, and we shared our philosophy on radio through “The Secret Sauce of Being a Millionaire.”
A New Identity
We rebranded with a new identity — reflecting our growth, evolution, and the bold vision we carry into the future.
Digital Reinvention
We relaunched our entire digital ecosystem — website, mobile app, and web applications — designed to be faster, smarter, and built for a seamless digital-first experience.
Why iArista Exists
The industry was broken.
We fixed it.
Advisor-First
- — Products recommended for commission, not fit
- — Portfolio built around targets, not your goals
- — Complexity used to confuse, not clarify
Client-First, Always
- — Every conversation starts with your goals
- — Holistic view: insurance, tax, equity, retirement
- — Full transparency on fees and reasoning
How We Work
A process built around you.
01
Understand Your World
We start by listening. Your income, lifestyle, responsibilities, and ambitions — we map the full picture before suggesting anything.
02
Define Your Goals
Retirement, a home, education, wealth creation — we put numbers and timelines to your aspirations so the path becomes concrete.
03
Build the Plan
A personalised portfolio across mutual funds, insurance, equity, and tax instruments — calibrated to your risk profile and timeline.
04
Track & Adapt
Life changes. Markets change. We review regularly and adjust your plan so you always stay on course.
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Families Served
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Years of Expertise
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Fund House Partners
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Workshops Conducted
Our Philosophy
iArista · Est. 2016 · Mumbai
Every financial journey begins with a dream. We help you plan with clarity and act with confidence.
Ready to start your journey?
Take the Financial X-Ray to get your personalised score, or reach out directly.