Artha Sarathi

Why Artha Sarthi

Your Guide to Smarter Financial Decisions

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.

Our Core Values

  • 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.

Our Mission

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.

Our Vision

To become India’s most trusted financial advisory ecosystem, where people and professionals connect seamlessly to co-create financially secure futures.

Artha Sarthi - Core Values

Find, Compare & Connect – Financial Experts at Your Fingertips

Discover Experts

Browse profiles of certified financial planners, mutual fund distributors, and brokers in just a few clicks.

Connect & Plan

Schedule a free call or meeting and kickstart your personalized financial journey with confidence.

Schedule a Visit

Choose your preferred doctor and schedule an appointment instantly.

Why Artha Sarathi?

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.

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Ready to take charge of your finances with confidence?

Join thousands of users who’ve made smarter money moves with Artha Sarathi.