Welcome To Saarthi Wealth
We started in the year 2016 and at present have more than 100 satisfied families. We help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We have a team of experienced Professionals like CA, ICWA and FInancial Planners in our team.
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments 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 secure retirement life.
In my role as a Mutual Fund Distributor, I leverage my extensive knowledge of the financial markets to offer a wide range of investment opportunities. I am committed to identifying and recommending the best Investment options that align with my clients' risk profiles and investment objectives. My goal is to help clients build and manage diversified portfolios that maximize returns while mitigating risks.
Combining these two areas of expertise allows me to offer a holistic approach to financial planning and investment management. I pride myself on building long-lasting relationships with my clients, based on trust, transparency, and a deep understanding of their financial aspirations.
Whether you are looking to optimize your tax strategies, invest in mutual funds, or create a comprehensive financial plan, I am here to provide you with the expert guidance and personalized support you need to succeed.
Let's work together to secure your financial future. Feel free to reach out to discuss how I can assist you in achieving your financial goals.
Our Services
Financial Planning
Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
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Why Us
Why should we be your financial advisors / product distributors? This is a very relevant question to ask us. And given below is our answer...
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.
Rich Product Basket
Focus on Customer Satisfaction
Value Added Services
Right Experience & Skills
Driven by Passion
Our Team Members
Nilesh Doshi, CA, ICWAChartered Accountant / Cost Accountant / Tax Advisor / Financial Planner
Professional Summary:
A seasoned financial professional with Twenty-three years of extensive experience in the fields of Corporate Finance, Statutory and Internal Audits, Corporate Governance, Financial Planning, Tax Planning-Litigation, Estate Planning and Long-Term wealth creation. Demonstrated expertise in providing comprehensive financial advisory services, tax planning, and compliance to a diverse clientele. Possesses a strong track record of managing and growing Assets Under Management (AUM) in the mutual fund sector, with an impressive portfolio of more than 50 Crores.
Key Competencies:
- Financial Advisory: Proven ability to provide strategic financial advice, enabling clients to optimize their investment portfolios and achieve their financial goals.
- Tax Planning and Compliance: In-depth knowledge of tax regulations and adeptness at designing tax-efficient strategies for clients to maximize returns.
- Mutual Fund Distribution: Extensive experience in mutual fund distribution, with a successful track record of managing AUM and providing tailored investment solutions.
- Portfolio Management: Proficient in constructing and managing diversified portfolios, ensuring optimal risk-adjusted returns for clients.
- Client Relationship Management: Strong interpersonal skills, fostering trust and long-term relationships with a diverse client base.
- Regulatory Compliance: Deep understanding of regulatory frameworks governing the financial industry, ensuring strict adherence to compliance standards.
