Our Journey
At ARA, we always believe in the importance of tailor-made solutions that suit the needs of our clients. This people-centric focus has resulted in the many decades-long and generations across relationships with our customers.
A legacy of trust and integrity under the brand ‘ARA’ is gratifying and that has led to the culmination of “ARA Wealth Management Services” where all financial solutions are available under one roof. Much of our growth has been organic, with key partnerships enabling our positioning as the most reliable Wealth Management firm of Trichy.
Our Visionaries
Shri Annamalai Chettiar
During his lifetime he was the President of various organisations like Tamil Sangam, Tirukural Sangam, Trusts in his native to name a few. People loved his leadership because organisations he led grew and did not have politics or issues. They were focused! He was honoured with the title ‘Vallal Pari’ meaning a great charitable person for he always gave a helping hand to social needs.
On the business front, he always guided people on investing in fundamentally good companies at a time when investing in stocks was an unknown concept. People trusted his advice and his professional and ethical way of handling of money.
He is a proud student of Shri Rabindranath Tagore and a coveted Alumini of Shantiniketan. He had the privilege to have been a classmate of our past Prime Minister Late Dr. Indira Gandhiji. He is also an Alumini of St. Josephs’ College, Trichy.
He led his life on the simple principles spelt by Thirukkural
எண்ணிய எண்ணியாங் கெய்துப எண்ணியார்
திண்ணியர் ஆகப் பெறின்.
We started with you and we will be with you throughout the journey of your investment!
Our History
The first step of the long-lasting legacy started by Shri Annamalai Chettiar in the name of Trojan and Co as a partnership firm at Tennur, Trichy.
Started our association with BSE through Abdulla Gandhi & Sons, Kolkatta, Harban Singh Mehta in Delhi, JR. Motishah in Bombay and Karthick & Co., Chennai.
Started our association with NSE through YOHA securities & BSE through UDAY Kotak.
We started DEMAT services being associated with Coimbatore Capital Ltd.
We launched the online trading terminal through KantilalChaganlal
ARA share brokers was upgraded to ARA Wealth Management Services, a one-stop solution provider for all financial needs and associated with Motilal Oswal Financial Services
Our Leadership
Mr Srinevasan
Mr Srinevasan, the grandson of Shri. Annamalai Chettiar became the face of “ARA” after Shri. Annamalai Chettiar. Being tutored by the master himself, he led ARA in the exact footprints of his grandfather with the same values and principles.
Having seen the industry from the days of physical transactions through phone calls to the modern days’ paperless online transactions, he has seen the industry evolve and has evolved with it. As a savvy financial analyst with a deep determination for knowledge, Mr Vellayan enjoys learning more about the technical viewpoints of the financial industry. With his profound knowledge about the industry, even today our clients seek his nod before going ahead with investment related decisions. He is much liked by all our clients for the genuine and unbiased advice he gives on matters even beyond business.
Mrs. Kaveri Annamalai
ARA Wealth Management is currently managed by Mrs.Kaveri Annamalai under the guidance of Mr.Srinevasan. She is the granddaughter and daughter-in-law of Shri. Annamalai Chettiar. She is a vibrant and a versatile person with a zest to give her best and execute tasks to perfection.
She has completed her graduate in Finance from the Golden Gate University, San Francisco with an honours. She is a Certified Financial Planner (CFP cm), one among the 1600 CFPs in India. She is a corporate trainer and a public speaker as well. A fitness enthusiast, a marathoner and a trekker, she always has the yearning to live life to the fullest.
With the vision for the future, she saw the need to transform ARA from a Share broking firm to a wealth management firm that provides complete solutions to the financial planning needs of the client. As a chronic planner from a young age, Kaveri enjoys helping clients uncover ways to optimize their prevailing strategy and emerge a path to reach their life goals.
With the strong belief in concept of Financial planning, she and her team aids in structuring the lives of her clients by taking up the holistic picture of their life and suggesting a personally curated Financial strategy for everyone.
