Make Smarter Financial Decisions

Investment Wahi, Soch Nayi!!

FinancialSaathi

Financial Saathi ("Friend") to your Financial needs - is what we are. We are a boutique set up that specializes in providing financial distribution services keeping investors’ present investment portfolio and risk cover at the forefront. Our product team continuously analyzes the investment options available in the market and cherry-pick the best product from the plethora of investment options available to our investors customizing it for them w.r.t. their requirements, future plans & risk profile

Our Services

Because Making Smarter Choices About Your Money Impacts The Quality Of Your Life!

Periodic review of your investment portfolio

Additional layer of monitoring

One point connect to all your investment needs and solutions

Tax Planning

​Retirement and financial goal Planning

OUR TEAM

Our expert team of financial advisors, CFPs and CFAs bring on-board a rich experience of more than 25 years of managing personal and corporate financial wealth. FinancialSaathi is an organization consisting of skilled and credited professionals dedicated to developing specialized financial plans and offering sound financial solutions based on each person or organization’s unique needs and objectives. Our team members have sound experience of successfully managing more than 100 Cr AUM for investors and rich background encompassing client servicing and client satisfaction.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.