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Benefits with Artha Sarthi
How do we ensure Sahi Advice?
Dedicated Research team
Some of the most talented people with a proven track record to help you choose the right path
Certified & Experienced Experts
Our advisors are certified, verified and have gone through intensive training
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Receive advance payments from the customers for your orders
How it Works?
1
Find an Advisor
Some of the most talented people with a proven track record to help you choose the right path
2
Get a Financial plan
Get a free sample financial plan and initial discussion with advisor of your choice
3
Finalize an advisor
Finalize an advisor and have a few detailed one to one sessions, get your written comprehensive financial plan prepared
4
Start Investing
Invest as per the plan, review it, get assured services from your trusted advisor to meet your financial goals. Enjoy your life with peace and control
Advice Options
What are the different kinds of advisors in india?
1
Fee Only Financial Planners
A Financial Planner helps only to create a financial plan and charge fees for the same. Many of them are CFPs or SEBI registered IFSs who create your financial plan and leave the execution and investments to you on a platform of your choice.
2
Commission Based Financial Advisor
A Financial Advisor creates a plan and also helps in investments at a fee or commissions. Most of the financial advisors specialized in Mutual Fund investments, Life Insurance , Income Tax planning etc. They may not be registered with SEBI but are regulated by other regulatory bodies such as AMFI, IRDA etc.
3
Robo Advisors
Digital advisors who use artificial intelligence to create rule based and algorithmic investments for financial planning. These are new age advisors who offered specialized advisory services such as a Expense Tracking, Mutual fund investments, Insurance planning, Taxation etc.
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What Our Customers Say
I and my family's wealth have practically grown with Arthasarathi - their services are unparalleled. My father chose them long back and now even my daughter is associated with them digitally. Thank you for this bond!
Santosh Kumar
Raipur, Chattisgarh, India
I and my family's wealth have practically grown with Arthasarathi - their services are unparalleled. My father chose them long back and now even my daughter is associated with them digitally. Thank you for this bond!
Pawan Dubey
Lucknow, Uttar Pradesh, India
