Welcome to Sarathi Financial
Invest Today.
Secure Tomorrow.
With Sarathi Financial by your side, investing becomes effortless. Whether you’re planning for your family, future, or freedom, we’re a partner in your success.
Highest AUM Growth Award
Presented by ICICI Prudential AMC

AUM Growth Excellence Award
Presented by Axis Mutual Fund



Sarathi Financial has been with me since the beginning of my investment journey and has been effectively helping me invest according to my risk profile, goals and investing power.
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Trusted Families
WHY MUTUAL FUNDS
Mutual funds are designed to make investing effortless, even for beginners.

Higher Potential Returns Over the Long Term
Compared to traditional savings options like FD, mutual funds have the potential to deliver better potential returns over time.
Managed by Experts
Every fund is backed by professional fund managers who track the markets daily, research opportunities, and make smart decisions on your behalf.
Wide Variety: Equity, Debt, Hybrid
No matter your goal: growth, safety, or a balance of both, there’s a mutual fund that fits your needs.
Start Small, Grow Big
You don’t need a large sum to begin. With SIPs starting as low as a few hundred rupees, you can start your investing journey.
Direct Vs Regular Investing
Why Choose an MFD?
You can choose funds on your own. Or you can work with someone who does this every day — and helps you avoid big mistakes.
Different Assets
Choose Your Investment Option
Compare popular investment options side by side and see how much more you can potentially earn by investing in different assets.
Saving Account
₹ 6,90,750
(with 3% return)
Fixed Deposit
₹ 8,23,494
(with 6% return)
Gold
₹ 9,74,828
(with 9% return)
Mutual Fund
₹ 13,93,286
(with 15% return)
LEARNING CENTER
Resources to help you get started
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SIP vs. Lump Sum Investment: Which is Right for You?
Navigating the world of investments isn't as simple as it may seem. It requires careful consideration of your financial ...

Term Life vs. Whole Life Insurance: Understanding the Difference
New to investing? This beginner-friendly guide explains mutual funds, how they work, and why they’re ideal for long-term...

Understanding Risk and Return in Investments
Secure your golden years by starting your retirement planning in your 30s. Learn how compounding and SIPs can help....
START INVESTING
Let’s Take a Step Towards Your Dreams - Today!
Call for Inquiry
+91 9716232373
Send us email
biswajit@sarathifinancial.com


