Verified recordFinancial Services

Arpan Arora

Founder & CEO at Shadvika Financial Services

Based in Bengaluru, India

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Seniority

C-Team

Department

General Business & Management

Location

Bengaluru

Industry

Financial Services

Company size

8

Contact information

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Email

1 credit

a•••••••@shadvika.com

Phone

5 credits

+91 ••• •••• ••••

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Background

About Arpan Arora

You’ve built a strong career. Your family income has crossed 75 lakhs… maybe even a crore. But is your wealth working as hard as you do? Most senior professionals I meet CXOs, Directors, IT VPs admit they feel uncertain about their money. Not because they lack knowledge, but because-Markets are noisy, with everyone pitching “the next big thing.” -Multiple bank accounts, MFs, insurance plans = financial clutter-Retirement planning feels overwhelming, and estate planning often gets delayed. Now imagine this instead A portfolio that funds your lifestyle and retirement without stress. A clear financial structure: you know where your money is and why it’s there. Confidence that your family’s future is secured, no matter what. That’s exactly why I founded Shadvika Financial Services. After 18+ years in personal finance with banks, NBFCs, and wealth firms, I realized accomplished professionals don’t need more products. They need clarity, structure, and a trusted partner who speaks without jargon. I work 1:1 with senior leaders and high-income professionals to-Build customized financial roadmaps for retirement & wealth transfer -Simplify investments across MFs, PMS, insurance, and estate planning -Ensure tax efficiency and long-term wealth creation -Replace clutter with a clear, disciplined wealth strategy If you’re a leader who’s worked hard for success and now want your money to support your life goals with clarity and calmness, let’s connect. Book a call with me

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