Who We Serve
Service Executives
Professionals
First Gen Entrepreneurs
Family Business Owners
NRIs
Personalized
At Sarthi Finserv, we understand that everyone’s financial goals are unique. That’s why we offer personalized financial planning tailored to your individual needs. Whether you're saving for retirement, managing investments, or planning for your family’s future, we provide customized strategies to help you achieve financial success.
Expertise
With over 17+ years of experience, our founder and team bring a wealth of knowledge to the table. We specialize in investment planning, wealth management, and financial advisory services. Our expertise ensures that you receive the best advice and solutions to grow and protect your wealth.
Protection
Your financial security is our top priority. We offer a range of insurance services to protect your life, health, and assets. From life insurance to health and asset protection, we ensure you and your loved ones are safeguarded against unexpected events.
Support
We are committed to supporting you throughout your financial journey. At Sarthi Finserv, we provide continuous guidance and support, helping you navigate market changes and achieve your financial goals. Our client-centric approach ensures you have a trusted partner every step of the way.
I believe that through knowledge & discipline, financial peace is possible for all of us

Your financial goals are unique, and at Sarthi Finserv, we understand that. With over 17 years of experience, our founder has witnessed how personalized, transparent financial planning can transform lives. We prioritize your interests and strive to provide objective, unbiased advice to help you achieve financial success.

 

At Sarthi Finserv, we react to market changes and client needs with the same commitment to excellence and integrity. Whether you’re planning for retirement, rebalancing your portfolio, or securing insurance, our goal is to ensure your financial well-being.

Sarthi Finserv Team

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    Don’t adjust the goals, Adjust the
    steps.
    17
    YEAR OF EXPERIENCE
    250
    CLIENTS
    3
    AWARDS WINING
    99 %
    SATISFIED CUSTOMERS

    WHAT WE OFFER FOR YOU

    A Goal Without a Plan is
    a Just
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    Mutual Funds
    Customized strategies designed to increase your wealth.
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    Insurance Services
    Safeguard your life, health, and assets with comprehensive insurance solutions.
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    PMS/ AIF / FOF
    Professional advice aimed at effectively managing and expanding your assets.
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    Tax Saving
    Prepare now to ensure a secure and prosperous future.
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    Fixed Income
    Personalized guidance to support you throughout your financial journey.
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    NRI Services
    Why money's in that office, right If she start giving me about it ain't there someplace or anywhere.
    Why choose Sarthi Finserv?

    Because we prioritize your financial goals and provide personalized solutions that align with your aspirations. Let us guide you towards financial peace and prosperity.

    Personal Finance & Business
    At Sarthi Finserv, we specialize in personal finance management tailored to your individual needs. Whether you're planning for retirement, managing investments, or securing your family's future, our expert advisors provide personalized financial strategies that ensure long-term stability and growth.
    Business Strategy Managements
    Our approach to business strategy management revolves around navigating market complexities and maximizing growth opportunities. With a decade of experience in the financial services industry, we offer strategic insights and solutions that help businesses achieve sustainable growth, optimize operational efficiency, and capitalize on emerging trends.
    Professional Data Analysis
    Data is the cornerstone of informed decision-making. At Sarthi Finserv, we leverage advanced analytics and data-driven insights to provide accurate financial forecasts, mitigate risks, and identify investment opportunities. Our commitment to professional data analysis ensures that your financial strategies are grounded in comprehensive, reliable data.
    Customer Strategy & Marketing
    Building strong customer relationships is essential in today's competitive landscape. Sarthi Finserv focuses on customer-centric strategies that enhance engagement, loyalty, and satisfaction. From targeted marketing campaigns to personalized financial advice, we prioritize understanding and meeting the unique needs of each client, ensuring their financial goals are met effectively.
    Testimonial
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    To express high regard for Mr Rushabh Bhatt whom I had the pleasure meeting at Yes Bank, I thoroughly impressed by his extensive knowledge of mutual funds & investment opportunities in India. He possess deep expertise in investment strategies, tax implications & overall financial management. He is more responsiveness to any inquiries is exemplary, he consistently provides prompt & detailed answers, which greatly enhances the trust & confidence. His professionalism, knowledge & dedication make him an outstanding choice for anyone looking to make informed & profitable investment.
    Mr Chandrakant Patel | St Albans, UK
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    Hey guys, If you want a permanent and personal solution provider, to your investment strategies, one name you can bank upon always is Rushabh Bhatt. He has been my friend and guide for all my investment plans for years and will continue forever!! With his knowledge, experience and personalized approach, he will always guide you the best in the market for both entry and exit from a fund.
    Aparna & Suhas Ashtaputre | Owner at Business
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    Rushabh Bhatt is a Head Trainer- PMS with NV Financial Academy. He has a unique training style of engaging audience and making finance subject fun to learn. His industry experience is an asset which adds practical implications of subject matter. We wish him all the very best and would look forward to work on different projects with him.
    Prarthana Dave | Founder NV Financial Academy
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    I started with small investment & have increased my investment to substantial amount now, Mr. Rushabh Bhatt at Sarthi Finserv has been instrumental since beginning, he makes sure that risk of an investor & guide accordingly, he keeps informed about market fluctuations & managing portfolio, moreover he became trusted partner in wealth creation journey.
    Varsha Shah | Owner at CIFS Pvt Ltd

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