Artha Sarathi

Listing Details

Prateek Jasmatiya

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

  • # Will Planning
  • # Health Insurance
  • # Financial Planning Disabled children
  • # Property / Home Insurance
  • # Basic Tax Planning
  • # Mutual Funds / Bonds
  • # Retirement Planning NPS
  • # Retirement Planning /Insurance
  • # NRI Financial Planning
  • # Advanced tax planning
  • # NRI Estate / Properties
  • # Tax planning for business owners
  • # Life Insurance
  • # Demat accounts
  • # Financial Plan creation
  • # Portfolio Management
  • # Physical shares management

Key Information

Am I certified as a financial planner?

Yes

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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