ABOUT

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.

 

FinancialSaathi is an organization consisting of skilled and credited professionals dedicated to offering sound financial solutions customized to each family, considering each family member’s needs and aspirations. We pledge to deliver the utmost best in client service and act with the highest standards of integrity. ​ We strongly believe in educating our clients on various investment options and risks associated with them. Our clients include individuals, HNIs, institutional investors and corporates. Our distribution services cover a vast range of investment products including Mutual funds, Insurance, AIF, NRI services, Portfolio management services, fixed income options, bonds, etc.

Why Us?

We at FinancialSaathi realize that though most of us manage to make investments, we seldom bring in the desired attention and focus to review and monitor them. Where the old school of thought says “Make investments and forget about them”, the new rule of prudent investment is “Never forget what you invest”. Thus, it is advised that we keep track of our investments and churn our portfolios as required. This is also relevant due to the constantly changing investment needs and the ever-expanding universe of financial instruments. Generally, people tend to miss this aspect either due to lack of time or knowledge and most importantly, lack of personal touch by an advisor. Hence, the need of the second layer which not only brings in an independent perspective but also provides a one-stop solution to all investment solutions available in the market – a trustworthy Saathi to your financial needs - Financialsaathi !!

We truly believe in the personal touch when it comes to investments and hence are always available for our investors 24X7.

We cherry-pick the best investment product from the plethora of investment products available. We do our due diligence and analysis before suggesting any product.

We provide a one-stop solution across all asset classes like equity, debt, bullion, fixed income, etc. We also cater to NRI services.

We provide an additional layer of checks and balances to your investments through frequent reviews.

We have an in-house team of experts who help with customizing a client’s investment solution for the client as per their investment objective and risk profile.

We help with Online access to your Investments.

We are a registered Channel partner to large financial institutions through which we offer execution service thereby not losing our focus from quality product selection.

Our Vision

We envision ourselves to be one of the leading and trustworthy distributors of financial products and services. We want to be recognized as a trusted Friend “Saathi”, whose expertise is always available when it comes to managing investments. We want to keep the personal touch with our clients by making best use of technology.

Our Mission

We strive to become our customer’s trusted partner who understands them and help make their investments achieve their ambitions.

Our Team
Ankita Gupta, CEO & Co-founder
Devanshu Podar, COO & Co-founder

An entrepreneur with more than 11 years of work experience in the domain of financial services, client servicing, teaching and content writing. Ankita has managed AUM of more than 100 Cr. and has traversed her corporate journey from a relationship manager to Branch manager at HDFC bank spanning over 7 years. Pursued by her philanthropic interest, she decided to join Teach for India where not only did she pursued her passion but also deeply realized the importance of personal connects over technology. An MBA by qualification, free-lancer content writer by profession, Ankita has embarked upon a journey to give a personal touch to exponentially expanding the world of automation in the field of personal finance and wealth management.

Mr. Podar is a young dynamic graduate who looks into business development, product identification, and vendor management. Having more than 3 years of experience in digital marketing, SEO, SMM and a keen interest in technology, he also looks after the technology and automation required for client servicing. He firmly believes that success can be achieved only by having 100% customer satisfaction. He left his job to transcend the path of personal fulfillment and create a better financial ecosystem by stepping in as Saathi to investors financial needs.

Kartik Sriraman, Senior FinancialSaathi

Achin Goel, Mentor & Advisor

Mr. Kartik is a postgraduate and licensed CPFA, AMFI and IRDA financial professional bringing in more than 13 years of experience in the financial services industry. Having worked with institutions like HDFC, ICICI and Aegon Life, Mr. Kartik is a well-sought expert in the arena of financial planning and risk management.

Achin comes with a rich experience of more than 10 years in financial services industry across various domains of Wealth Management, FX Treasury risk management, Hedging strategies for corporates, Algorithmic trading, Risk management, Financial Planning, and Portfolio management. Having managed more than 100 Crs AUM and dealt with more than 100’s of investors, Goel realized the strong disconnect between investors investment requirement and their investments. This disconnect arises primarily due to constant changing investment needs of the investor, ever-expanding the universe of financial instruments, infrequent portfolio review, reluctance to make changes to portfolio mainly due to lack to time, knowledge, and lack of personal touch by a financial advisor. Goel firmly believes in the value of personal touch and need for a constant review when it comes to investments. He is the mentor and advisor to FinancialSaathi which is committed to elevating the level of services to investors. 

He is a CFA charter holder, Certified Financial Planner (CFP) from FPSB, India, Postgraduate in Insurance and Risk Management (PGDIRM) from IIRM, MS from Michigan, USA. 

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