Artha Sarathi

Listing Details

Sooraj Rai Cfp

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 Advisor

Education

  • # MBA

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Retirement Planning NPS
  • # Health Insurance
  • # Life Insurance
  • # Financial Plan creation
  • # Portfolio Management
  • # Retirement Planning /Insurance
  • # Basic Tax Planning

Key Information

Do I have certifications pertaining to financial planning?

Yes

I am practicing since

December 1, 2016

My highest educational qualification is

MBA

Number of clients serviced

10

My Fee & Services Structure

I charge fees on

My fees vary depending on the case. I may charge a fixed amount or a percentage based on the asset or portfolio value.

Do I offer discounts to ArthaSarathi clients?

No

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