Artha Sarathi

Listing Details

Prashant Vaghela

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 Planner

Education

  • # Graduate and Above

Specializations

Specializations

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

Key Information

Am I certified as a financial planner?

Yes

I am practicing since

April 1, 2008

My highest educational qualification is

Graduate

Number of clients serviced

150

Number of financial plans created by me

100

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

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