Aarti Mohan is a seasoned Financial advisor and SEBI-registered research analyst(SEBI- Registration No.INA000016454) with a sincere commitment to structured and disciplined financial management for families and institutions. She has 25 years of rich experience in Indian Capital Markets. Consequently, Aarti has developed a comprehensive understanding, providing a 360-degree perspective on investor needs. She has worked with diverse investor profiles across various industries, geographies, and life stages. However, Aarti is deeply passionate about transforming the financial services industry. She aims to shift it from a sales-focused model to one driven by solutions.
Education
Aarti Mohan holds an impressive educational background that has equipped her with a robust foundation in economics and finance. She earned her Master’s degree in Economics from Doon University, which provided her with a deep understanding of economic principles and their practical applications. Subsequently, she pursued a Post Graduate Diploma in Business Administration (PGDBA) specializing in Finance and Financial Management Services from IBS Hyderabad.
Aarti Mohan: Career Journey
Aarti Mohan began her career as a Relationship Manager at HDFC. She then transitioned to ICICI Bank as a Product Manager. Subsequently, she advanced to Head of Corporate Planning and Strategy at Citi Smith Barney. Later, she moved to Citigroup Global Markets India as Vice President and Senior Financial Advisor. Then, at Enam Securities Direct Pvt Ltd, she served as Senior Vice President and Cluster Head. Afterwards, she joined HDFC Bank as Director of Equities and Private Banking. In 2014, she founded Aurion Advisors LLP, marking a new chapter in her illustrious career.
Aurion Advisors
Aurion Advisors is a boutique financial consulting firm specializing in wealth creation and family legacy sustainability. Established in 2014, the firm partners with clients to facilitate wealth protection, creation, and growth across personal and business assets. Aurion tailors financial solutions to fit the unique and complex needs of its clients, whether local or global. The firm emphasizes relationships over transactions and is committed to ethics, accountability, and excellence. Aurion Advisors is currently advising some of India’s most prominent business families.
Conclusion
Aarti Mohan’s extensive career in finance and her impressive educational background have established her as a distinguished Financial Advisor. Her journey from HDFC to founding Aurion Advisors LLP reflects her commitment to excellence and innovation in financial services. With a rich 25-year experience, Aarti’s approach is deeply client-centric, focusing on providing comprehensive, solution-driven financial strategies. Her dedication to transforming the industry from a sales-oriented to a solutions-oriented model underscores her passion for creating sustainable wealth and financial security for her clients.
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FAQs About Aarti Mohan
Is Aarti Mohan registered with SEBI as an advisor?
Yes. Aarti is a SEBI-registered research analyst.
Could you please provide Aarti Mohan’s SEBI registration number?
INA000016454.
What is Aurion Advisors LLP?
Aurion Advisors LLP, founded by Aarti in 2014, is a financial consulting firm that specializes in wealth management and family legacy sustainability.
Which are Aarti Mohan’s areas of expertise?
Aarti specializes in structured and disciplined financial management, working with diverse investor profiles and transforming financial services from a sales-focused to a solutions-driven approach.
