Artha Sarathi

Listing Details

Shasirekha Raghavan

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

  • # Post Graduate/ Masters Degree (any)

Specializations

Specializations

  • # Mutual Funds / Bonds
  • # Retirement Planning NPS
  • # Advanced tax planning
  • # Tax planning for business owners
  • # Retirement Planning /Insurance
  • # NRI Financial Planning
  • # Financial Plan creation
  • # Will Planning
  • # Health Insurance
  • # Property / Home Insurance
  • # Basic Tax Planning

Key Information

I am practicing since

January 1, 2018

My highest educational qualification is

Post Graduate/ Masters Degree (any)

Number of clients serviced

150

Number of financial plans created by me

75

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

Quaterly

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