What We Offer

Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute
Implement your customized advice by buying all the recommended financial products on one single platform.
Manage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

About Us

Saarthi Wealth is founded by Mr. Nilesh Doshi, a dedicated and experienced Chartered Accountant with a specialized focus on Financial Planning for Families. With a solid foundation in financial principles and a passion for helping clients achieve their financial goals, I bring a unique blend of expertise and personalized service for my clients.

As a Chartered Accountant, I have a comprehensive understanding of financial reporting, tax planning, and auditing, ensuring that my clients receive thorough and accurate financial guidance. My analytical skills and attention to detail enable me to navigate complex financial landscapes, providing strategic insights and solutions tailored to individual needs.

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Products We Provide For You

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.

  • Equity Fund
  • ELSS Fund
  • Debt Fund
  • Small Cap Fund
  • Balanced Fund
  • Large Cap Fund

A capital market is a financial market in which long-term debt or equity-backed securities are bought and sold. Capital markets channel the wealth of savers to those who can put it to long-term productive use, such as companies or governments making long-term investments.

Capital markets are composed of primary and secondary markets. The most common capital markets are the stock market and the bond market.

  • Equities
  • Preference Share
  • Debt Instruments

Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year, and to repay the principal amount on maturity.

Fixed-income securities can be contrasted with equity securities – often referred to as stocks and shares – that create no obligation to pay dividends or any other form of income.

  • Corporate Bonds
  • Treasury Bonds
  • Certificate of Deposits

Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.

  • Aggressive
  • Hybrid
  • Defensive

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We at SaarthiWealth, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, know investment products, and make proper progress toward achieving their financial goals in life.

Contact Us

SaarthiWealth
Office Address:
Office No. BB-08, Basement,
Raj-Darshan Co-op Hsg Soc,
Dada Patil Wadi,
Opp PlatformNo. 1,
Thane (West) - 400 601

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