About
Welcome To SARATHI WEALTH
A reputed name for comprehensive financial advisory and product distribution services
We as SARATHI WEALTH incorporated in the year 2015 and at present having 535 satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
500
Happy Clients
2650
Lacs AUM
15
Years of Experience
50
Awards
Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
05
Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
06
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Team
Mr. Sudarshan PawarFinancial Mentor
Mr. Sudarshan Pawar is Financial Mentor in Sarathi Wealth. One of the oldest and founder Sarathi Wealth, he has over 17 years of rich experience in the financial services industry. Worked with HBL Global Pvt Ltd as Team Leader in retail asset loan, Max New York Life as Sales Manager, Tata Aig Life Insurance as Business Associate Manager and Dhanlaxmi Bank as Relationship Manager. Post Graduate in English Literature by education, Partner is known for his deep understanding of the distribution practices and its challenges.
At, SARATHI WEALTH mission is to provide our clients with the best services in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
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Contact Us
SARATHI WEALTH
NJ INDIA INVEST PVT LTD (PARTNER)
Registered & Corporate Office:
Office No-11 Global Trade Center.
1st Floor, Rambaug Colony,
Navi Peth, Above HDFC Bank,
Pune - 411030
Maharashtra.
Mobile No: 9823179447
Email: psud007@gmail.com
