Artha Sarathi

Listing Details

Harshad Patel

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 NPS
  • # Will Planning
  • # Health Insurance
  • # Life Insurance
  • # NRI Financial Planning
  • # Financial Plan creation
  • # Portfolio Management
  • # Advanced tax planning
  • # Retirement Planning /Insurance
  • # Basic Tax Planning
  • # Demat accounts

Key Information

Am I certified as a financial planner?

No

I am practicing since

June 1, 2016

My highest educational qualification is

Post Graduate/ Masters Degree (any)

Number of clients serviced

150

Number of financial plans created by me

50

My Fee & Services Structure

I charge fees on

A fixed rupee value proportional to asset or portfolio value

Do I offer discounts to ArthaSarathi clients?

Yes

Prefred Way of Meeting

Both(Physical/Online)

I will review your portfolio

Half-Yearly

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