Artha Sarathi

Listing Details

Ravindra Yadav

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
  • # Financial Planning Disabled children
  • # Property / Home Insurance
  • # Basic Tax Planning
  • # Mutual Funds / Bonds
  • # Retirement Planning NPS
  • # Loans - Business / Personal Loans
  • # Retirement Planning /Insurance
  • # NRI Financial Planning
  • # Health Insurance
  • # Tax planning for business owners
  • # Life Insurance
  • # Demat accounts
  • # Financial Plan creation
  • # Portfolio Management
  • # Credit Rating Improvement Program
  • # Physical shares management
  • # Business Insurance

Key Information

My highest educational qualification is

Graduate and Above

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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