At Artha Sarathi, we believe that financial planning should be accessible, transparent, and personalized for every Indian. We are a financial management platform connecting individuals with certified financial planners, mutual fund distributors, insurance experts, tax consultants, and other trusted professionals — all in one place.
Whether you’re just getting started with investing, planning for your child’s education, managing taxes, or preparing for retirement, we help you get reliable advice from the right expert — with no bias and no hidden charges.
Transparency: We believe in clear, open communication and no hidden agendas.
Integrity: Trust is our foundation — every expert on our platform is verified and credible.
Empowerment: We educate and equip users to take control of their finances.
Accessibility: We bring expert advice to your fingertips — anywhere in India.
Excellence: We are committed to delivering the highest quality service and support.
To empower every individual and family in India with unbiased, affordable, and personalized financial guidance — helping them make confident decisions and achieve lifelong financial well-being.
To become India’s most trusted financial advisory ecosystem, where people and professionals connect seamlessly to co-create financially secure futures.
Browse profiles of certified financial planners, mutual fund distributors, and brokers in just a few clicks.
Schedule a free call or meeting and kickstart your personalized financial journey with confidence.
Choose your preferred doctor and schedule an appointment instantly.
Certified & Trusted Experts
All advisors go through a strict verification and onboarding process. From CFPs to SEBI-registered IAs, we host only credible professionals.
✅ Compare Before You Commit
Review multiple advisor profiles, read user feedback, and interact for free before choosing the right fit for your financial goals.
✅ Free Financial Plans & Queries
Ask questions, post queries, or request a sample financial plan — absolutely free. No pressure, no commitments.
✅ Expert Articles & Real Stories
Explore a library of practical content, real-life financial journeys, and expert videos to learn from and relate to.
✅ Research-Driven & Client-First
Our dedicated research team ensures that every recommendation is based on solid data, trends, and your unique needs.