Avishaa Thakar

Co-Founder

Mumbai, Maharashtra, India8 yrs 6 mos experience

Highly Stable

Key Highlights

Founder of a successful financial advisory firm.
Expert in personalized financial planning and wealth management.
Strong background in managing UHNI client portfolios.

Stackforce AI infers this person is a Financial Services expert with a focus on Wealth Management and Financial Planning.

Contact

Skills

Core Skills

Financial PlanningWealth ManagementFinancial AdvisoryPortfolio Management

Other Skills

Risk MitigationAsset AllocationClient ManagementTax PlanningMarket ResearchResearchStrategic PlanningBusiness DevelopmentFinancial AnalysisMicrosoft WordMicrosoft OfficeMicrosoft ExcelMicrosoft PowerPointPowerPointAdaptive Insights

About

I’m founder of ARIVU FINSERVE. In today’s competitive market, trust is key when managing your wealth. At ARIVU, we focus on providing personalized financial advice tailored to your unique needs. Through thorough research and dedicated management, we create customized investment portfolios that are right for you. Our goal is to empower individuals to make informed financial decisions, ensuring long-term growth and financial security.

Experience

8 yrs 6 mos

Total Experience

3 yrs 2 mos

Average Tenure

2 yrs 6 mos

Current Experience

Arivu finserve

Owner

Nov 2023 – Present · 2 yrs 6 mos · Mumbai, Maharashtra, India · On-site

Owner of Arivu Finserve. I specialize in financial planning, managing investments across all asset classes, portfolio management, asset allocation, risk mitigation, and strategic wealth management.

Financial PlanningWealth ManagementPortfolio ManagementRisk MitigationAsset Allocation

Fintoo (formerly financial hospital)

3 roles

Team Leader

Jan 2022 – Apr 2022 · 3 mos

Wealth Manager

May 2019 – Jan 2022 · 2 yrs 8 mos

Acquire and manage UHNI client to advise on their personal Finance and Taxation, which have direct impact on revenue generation for the firm
Manage their portfolio and restructure it, to plan for their financial goals
Conduct seminars and webinars in different corporates to create awareness on Financial and Tax Planning
Research on various financial markets and financial products

Client ManagementFinancial AdvisoryTax PlanningPortfolio ManagementMarket Research

Financial Planner

Jul 2017 – May 2019 · 1 yr 10 mos

White & hue

Co-Founder

Aug 2021 – Jul 2023 · 1 yr 11 mos · Mumbai, Maharashtra, India

Owner of Online Diamond Jewellery and Exporter of Precious Stones and Diamond Jewellery.

Perusal global solutions

Research Intern

Feb 2017 – Apr 2017 · 2 mos · andheri

Research on industry reports, investor presentation and financial presentation of companies
listed on NASDAQ

Anand rathi securities

Intern

May 2016 – Jul 2016 · 2 mos

Detailed market study on FinTech Industry by preparing a research report for the company on Indian Fintech
Worked on live mandates in investment banking sector while assisting the manager in company research
Study of SEBI regulations related to Mergers and Acquisitions