Who We Are

The Association of Registered Investment Advisers ( ARIA ) was born out of the need to support the development of the investment adviser community post the introduction of the investment advisor regulations by SEBI in 2013. ARIA was set up as a part of the inaugural RIA summit in 2017 from where a RIA Task force emerged, to enable the development of the RIA profession, and bring it to the standards of other established professions that have been in existence since multiple decades. The RIA Taskforce, over a period of meeting for two years, interacted with various stakeholders has Read more

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ARIA in the News

May 9, 2024

Harsh Roongta

1Inheritance tax: An idea doomed to failure

The discussion on inheritance tax in the media reminded me of the story titled The Great Sermon Handicap by my favourite author P G Wodehouse. In the story, the owner of a priceless family heirloom — a silver cow creamer — steals it himself intending to sell it to a rich American collector. It’s a complicated plot with many misunderstandings typical of Wodehouse’s work...

May 9, 2024

Harsh Roongta

2Retirement: Embrace holistic planning

I recently spoke with Anand, a prospective client in his late fifties from Delhi, who manages a division at a Fortune 500 company. He approached me to discuss his upcoming retirement next year and to ascertain if his finances would allow him to purchase a luxury home in a hillside retirement community...

May 9, 2024

Suresh Sadagopan

3Pressure in equity markets: what should be investors’ strategy?

Given that there has been pressure in the equity markets of late, what strategy should investors adopt? Baroda BNP Paribas AMC's Suresh Soni, MoneyWorks' Nisreen Mamaji, and Ladder7 Wealth Planners' Suresh Sadagopan share views.

May 9, 2024

Harsh Roongta

4Retirement: Embrace holistic planning

I recently spoke with Anand, a prospective client in his late fifties from Delhi, who manages a division at a Fortune 500 company. He approached me to discuss his upcoming retirement next year and to ascertain if his finances would allow him to purchase a luxury home in a hillside retirement community...

May 9, 2024

Suresh Sadagopan

5Pressure in equity markets: what should be investors’ strategy?

Given that there has been pressure in the equity markets of late, what strategy should investors adopt? Baroda BNP Paribas AMC's Suresh Soni, MoneyWorks' Nisreen Mamaji, and Ladder7 Wealth Planners' Suresh Sadagopan share views.

May 9, 2024

Suresh Sadagopan

6Pressure in equity markets: what should be investors’ strategy?

Given that there has been pressure in the equity markets of late, what strategy should investors adopt? Baroda BNP Paribas AMC's Suresh Soni, MoneyWorks' Nisreen Mamaji, and Ladder7 Wealth Planners' Suresh Sadagopan share views.

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Testimonials

The best of practitioners are behind ARIA events, which is why ARIA events are insightful, thought-provoking, and filled with practical ideas. ARIA provides the right ecosystem to foster mutual growth for all RIAs and further the cause for the end clients!
Uday Ghoot
Partners in Google
What I like about ARIA is the effort taking by the managing committee in hosting regular interactions among RIAs on various topics related to our practice and the high-quality interactions that it facilitates. I would recommend every RIA to be part of this wonderful family to help grow our fraternity and create visibility of RIAs among the masses.
Steven Fernandes
Founder & Chief Planner, Proficient Financial Planners
Mid-November 2021, I attended a wonderful virtual event organized by ARIA. While one has been part of many events, the ARIA event had something special. The content was well-curated and the event organizers could bring novel and interesting perspectives from the esteemed speakers. I personally enjoyed the sessions and there were quite a few takeaways, too.
Amit Trivedi
Author, Speaker and Trainer
Amit Kukreja
Past & Current Treasurer
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