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About Us
Who We Are
Arvind Rao & Associates strives to enable its clients achieve financial security by working on a holistic approach to their personal finance management.
We do this by keeping a strong focus on your needs and nurturing a long-term mutually beneficial relationship with
families. It is our mission to help inspire and assist you to attain financial security through efficient cash flow
management, optimum asset-allocation, risk management and objective-driven approach to decision-making.
In providing you with appropriate financial advice, we ensure that no sales-driven and product-pushing approach is used
as we do not sell but only advice. For this purpose, we use highly researched financial knowledge and enormous
experience gained by working with various families over the last decade. The firm is registered with SEBI under its
Registered Investment Adviser Regulations, 2013 which adopts the highest standards for registration, code of conduct
and records to be maintained by an investment adviser.
Our strength lies in developing highly customised solutions for your financial problems and creating differentiated and
alternate options to conventional ideas.
Schedule an appointment with us
Why Trust Us?
01
Unique approach
Our theory of improving money habits to attain financial security is first in its category.
02
Long-term results
We work with you and help you improve your habits for attaining long-term results.
03
Strategy first
For us, strategy comes first and products that help execute the strategy are talked about later.
04
Founder’s advantage
Our founder’s varied and vast expertise in cash flow management, financial planning, income-tax and Non-resident taxation is something our clients vouch for.
05
Client commitment
Our strong sense of identification with client’s need to achieve financial security helps us constantly strive to provide differentiated solution
Core Values
Transparency
With ethics at heart and in our minds, we believe in complete and utmost transparency with our clients.
Informed decision-making
We believe in sharing the ‘why’ and ‘how’ for any recommendation made with our clients to help them in making ...
Always place self in the client’s shoes
In any situation, whether critical or not, we strive to achieve propriety in our advice to clients.
Meet Our Team
Arvind A. Rao
Founder
Arvind is a Chartered Accountant, CFP certificant and a SEBI Registered Investment Advisor. He has been actively engaged in the field of tax advisory and financial planning services for more than a decade now. He has been helping people structure their finances and spreading financial literacy all round. His previous corporate experience with UTI Asset Management Company and Deloitte Haskins & Sells also helps him advise businesses in relation to their finances and transaction structuring.
Arvind’s column for “Money Sense” with DNA Money appearing on Tuesdays has been very well received by readers. He also writes for the Sunday Business Standard on personal finance topics. His articles on various pertinent financial issues have featured in Mumbai Mirror, ET Wealth, Mint, Hindustan Times, Mid-day, Indian Express etc.
Arvind has also shared his ideas for various periodicals like The Week (Malayala Manorama Group); Outlook Money, Money Today, Financial Planning Journal; Good Housekeeping; Money Today; Mail Today.
He has helped individuals on the Personal Finance Show ‘BQ Opinion’ on the leading Web TV network Bloombergquint.com and also appeared for interviews on ET Now and Bloomberg UTV in the past.
He has co-authored the Certified Personal Finance Advisor courseware for the NISM certification and a compilation ‘Taxation of Ex-patriates’ issued by International Taxation Committee, ICAI.
His passion for spreading financial literacy and improving financial habits has led him to deliver financial workshops for various corporates ranging from Cipla Limited, TATA Motors Limited, IDBI Bank, Indian Oil Corporation, General Insurance Corporation, to name a few.
Vikram Yadav
Assistant Manager
Vikram is a B.Com graduate and a Chartered Accountant by qualification. He has 3+ years of post-qualification experience and has worked with our firm for the same number of years. He has worked extensively on income tax matters and helps our clients in tax planning and tax compliances.
Aarti Bhambri
Assistant Manager
Aarti is a B.Com graduate and has cleared her LLB. On the back of her rich work experience of 3+ years, she helps in the operations of the firm and manages execution of the strategies for clients. She is also in charge of the client- co-ordinations and helps our clients to keep track of their actionable by ensuring that tasks are not only completed but also on time.