Pratik R Vora

Pratik R. Vora is an Associate Partner at Ara Financial Services Pvt. Ltd. and a Certified Financial Planner (CFP®) accredited by the Financial Planning Standards Board, in addition to holding an MBA from IBS Bengaluru. He brings rich and diverse experience from the banking and financial services industry, having worked across sales, customer service, operations, and wealth management. His professional journey began outside finance as a sales executive in the pharmaceutical distribution sector, which helped build a strong foundation in client engagement before he transitioned into banking.

Known for his calm demeanor, resilience, and continuous pursuit of knowledge, Pratik is widely regarded by colleagues and associates as dependable, patient, and compassionate. His strong inclination toward technology, combined with practical industry experience, enables him to contribute meaningfully to Ara’s client-centric advisory approach. Having shared a professional association with Shreedhara R. Bhat during their early banking careers, more than two decades of mutual respect and trust eventually brought them together at Ara.

Ara Financial Services Pvt. Ltd., founded in 2009 by Mr. Shreedhara R. Bhat, is an AMFI-registered mutual fund distribution firm built on the belief that money matters should be simple and stress-free across every life stage. The firm follows a disciplined, principle-driven investment approach with a strong focus on need-based solutions. Ara’s culture emphasizes personalized attention, recognizing that each client’s income, lifestyle, and goals are unique, and aims to empower individuals, professionals, entrepreneurs, and retirees alike to make informed and prudent financial decisions.