Artha Sarathi

Listing Details

Lakshay 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

  • # Health Insurance
  • # Financial Planning Disabled children
  • # Life Insurance
  • # Demat accounts
  • # Financial Plan creation
  • # Credit Rating Improvement Program
  • # Physical shares management
  • # NRI Estate / Properties
  • # Property / Home Insurance
  • # Basic Tax Planning
  • # Mutual Funds / Bonds
  • # Portfolio Management
  • # Retirement Planning /Insurance
  • # NRI Financial Planning

Key Information

Am I certified as a financial planner?

No

I am practicing since

June 15, 2020

My highest educational qualification is

Post Graduate/ Masters Degree (any)

Number of clients serviced

150

Number of financial plans created by me

30

My Fee & Services Structure

I charge fees on

A percentage of assets or portfolio value

Do I offer discounts to ArthaSarathi clients?

Yes

Prefred Way of Meeting

Both(Physical/Online)

I will review your portfolio

Quaterly

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