Artha Sarathi

Listing Details

Manish Kumar Choudhary

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

Finance

Education

  • # Post Graduate Diploma In Management

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Financial Plan creation
  • # Retirement Planning NPS
  • # Portfolio Management
  • # Advanced tax planning
  • # Health Insurance
  • # Financial Planning Disabled children
  • # Tax planning for business owners
  • # Retirement Planning /Insurance
  • # Life Insurance
  • # Basic Tax Planning
  • # NRI Financial Planning

Key Information

Do I have certifications pertaining to financial planning?

No

Am I certified as a financial planner?

No

I am practicing since

December 1, 2004

My highest educational qualification is

Post Graduate Diploma In Management

Number of clients serviced

150

Number of financial plans created by me

55

At what frequency do I review your portfolio?

Yearly

My Fee & Services Structure

I charge fees on

My fees vary depending on the case. I may charge a fixed amount or a percentage based on the asset or portfolio value.

Do I offer discounts to ArthaSarathi clients?

No

Prefred Way of Meeting

Both(Physical/Online)

I will review your portfolio

Yearly

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