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
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
9+ Years in Wealth Management
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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Financial 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.