Artha Sarathi

Listing Details

Kartik Parekh

I am an independent financial expert featured on the Artha Sarthi platform, with a passion for helping individuals and families achieve clarity, control, and confidence in their financial lives. With years of experience in personal finance—ranging from mutual funds and insurance to retirement, taxation, and wealth creation—I offer practical, goal-based strategies tailored to your unique needs.

My mission is simple: to help you make informed decisions, avoid costly mistakes, and stay financially prepared for every stage of life. Whether you’re planning for your child’s education, buying your first home, or working toward early retirement, I’m here to guide you with honest advice, structured planning, and long-term support.

Consultant Information

Specialty

Financial / Investment Advisor

Education

  • # Post Graduate/ Masters Degree

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Portfolio Management
  • # Financial Planning Disabled children
  • # NRI Financial Planning
  • # Financial Plan creation
  • # Will Planning
  • # Retirement Planning /Insurance

Key Information

Am I certified as a financial planner?

No

I am practicing since

July 1, 2021

My highest educational qualification is

Post Graduate/ Masters Degree

Number of clients serviced

50

Number of financial plans created by me

10

My Fee & Services Structure

I charge fees on

A fixed rupee value proportional to asset or portfolio value

Do I offer discounts to ArthaSarathi clients?

Yes

Prefred Way of Meeting

Both(Physical/Online)

I will review your portfolio

Quaterly

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