ABOUT US
Driven by Knowledge, Built on Trust
Sarathi Financial is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services since 1997, to the satisfaction of its clients. Sarathi Financial offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Sarathi Financial serves over 1200 clients, high net worth families, CORPORATE and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. Maximizing Wealth is the first and foremost motive of us.
Our services are individually designed to meet clients needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals
In About Us add Educational qualification Graduate Political science honours from Vidya Sagar university West Bengal, LLB from Chaudhary Charan Singh University, Meerut Uttar Pradesh, EUIN Number E082566
AMFI
Registered
SEBI
Compliant
₹500 Cr+
AUM Handled
15+
Years of Experience
WHY CHOOSE US
Your Partner in Smarter Financial Decisions
Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
Highest standards of quality at reasonable cost.
Meeting the general and sophisticated financial goals of our clients.
Developing, encouraging and rewarding superior performance of our employees.
Our Motto is to invest your money in mutual funds carefully and safely like own investment.
Vision
To build Sarathi Financial as a trusted brand in the Financial Services .
Biswajit Dhara, the founder of Sarathi Financial, is a visionary leader committed to making financial services more inclusive and accessible. With a strong background in finance and over a decade of industry experience, he established Sarathi Financial to bridge the gap between traditional financial institutions and underserved communities. His mission is rooted in empowering individuals through financial literacy, ethical practices, and client-focused solutions. Under his leadership, Sarathi Financial has grown into a trusted name known for innovation, transparency, and a deep commitment to helping people achieve long-term financial stability.
Biswajit Dhara
Founder & CEO
Experience: 20 years
OUR PARTNERS
Trusted by Leading Product Partners
We collaborate with industry-leading companies to deliver innovative solutions and exceptional value. Our partners share our commitment to quality, reliability, and customer success, enabling us to provide you with the best products and services.
