Asset Retrieval Advisors is among the leading player in private wealth management companies. The idea was incubated a few years ago as of the enhanced SEBI guidelines and the Digitalization of financial assets. This was nurtured by our founders with their knowledge of financial instruments and understanding of operations and regulatory requirements of retrieving these investments. The combination of these both led to the formation of the Asset Retrieval Advisors, an organization that caters to the needs of individuals by helping them claim their unclaimed money and unclaimed property either inherited or self-acquired.
Foundation of Asset Retrieval Advisors was guided by a single-minded client-centric approach. The practice model is built around the very need of our clients. ARA’s unique differentiator is we take turnkey assignments helping in the seamless recovery of wealth and managing the total financial affairs of our clients. In other words, “ARA” assumes the role of the “Family CFO” of their clients.
The Private Wealth Management vertical of ARA is a private wealth management service that is specifically designed to address the dynamic financial needs of their families. This method is unique as it does not follow the approach of ‘one size fits all. Customization is done for every client after a detailed analysis of their present requirements, forthcoming needs, and future aspirations.