Artha Sarathi

Listing Details

Pankaj Gupta

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

  • # Graduate and Above

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Retirement Planning /Insurance
  • # Business Insurance
  • # Financial Plan creation
  • # Life Insurance

Key Information

My Fee & Services Structure

I charge fees on

A percentage of assets or portfolio value

Do I offer discounts to ArthaSarathi clients?

No

Prefred Way of Meeting

Physical

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