ABOUT US
Explore how our Wealth Management experts can help people, businesses and institutions build, preserve and manage their investments so they can pursue their financial goals.
About Us
Your MoneyYour Choice
Stakeroot is on a mission to improve your financial wellbeing and happiness by helping you live life on your terms. We’ll work with you to identify what you want out of life and create a plan to get you there.
Personalized Advice
Personalized wealth advisory is important for clients who want to achieve their financial goals and build wealth in a tailored and strategic way.
Wealth Creation Strategy
Our well-planned wealth creation strategy can provide financial security and the freedom to enjoy your life's pleasures without financial worries.
Retirement Solutions
Working with our financial advisor is helpful in creating a comprehensive retirement plan that takes into account all of your financial needs and goals.
Routing your Savings to Better Investments
Invest
Invest with full confidence as you are backed by the research and expertise of a team of financial experts with over 15 years of experience in the industry.
Manage
Looking to manage and grow your diversified portfolio? Our experts have the know-how to manage your funds in a way that extracts the maximum profit.
Save
We make every penny of your income work by depositing and investing in instruments that help you save for your retirement and future plans.
Meet the Founder
Arun
Arun brings over 15 years of experience working with big Investment Multinationals and individual investors firms to Stakeroot. He has built a career focused on investment research, client conversations about investments, and building diversified portfolios to help clients accomplish their goals.
His expertise lies in identifying and analysing challenges high-net-worth individuals face, and understanding how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
- Passion for Financial Planning and Wealth Management
- Deep Analytical and Tactical Planning Ability
- Always Putting a Client's Interests First
- Ability to Clearly Explain His Recommendations
- Ability to Take a Holistic View of your Finances
- Continuous Ongoing Communication with Clients
Let's Craft YourFinancial Freedom
Financial freedom—having enough savings, investments, and cash on hand to afford the lifestyle you want for yourself and your family— is an important goal for many people. It also means growing a nest egg that will allow you to retire or pursue any career you want—without being driven by the need to earn a certain amount each year. Unfortunately, too many people fall far short of financial freedom. Even without occasional financial emergencies, escalating debt due to overspending is a constant burden that keeps them from reaching their goals. At Stakeroot, our experienced professionals love people and are committed to helping you excel with your financial investment and financial goals.
- Are you looking at building a retirement fund?
- Not sure about where to investment your savings?
- Need help navigating the various stocks and bonds?
- Want to switch to a higher return investment plan?
Successful Investment is about managing risk not avoiding it
─ Benjamin Graham
Testimonials
What they say about us
Our clients have been our biggest cheerleaders. We have acquired over 150+ clients through reference alone and that says a lot!
