Anup Mukherjee at Saarthi Investment & Financial Services - FPSB USA accredited CFP, PFRDA-registered CRA for NPS, NSE CFGP, AMFI Mutual Fund Distributor. We create family wealth, cover risks, and guide you to financial freedom with personalized plans.
From retirement planning with NPS to mutual funds SIP/SWP, we handle it all. IRDA-certified for insurance, APMI-approved for PMS, and experts in corporate fixed deposits.
FPSB USA Accredited CFP & PFRDA CRA for NPSAMFI, IRDA, NSE CFGP, APMI CertifiedDelhi-based: Personalized plans for Indian familiesProven: Wealth creation, risk coverage, financial freedomTo be a trusted financial guide for families across India, empowering them to achieve lasting financial confidence and security through informed, mindful, and responsible planning-prioritizing long-term well-being over fleeting gains.
We deliver structured financial planning solutions that encourage disciplined investing, prudent risk management, and goal-oriented strategies, always acting in our clients' best interests with full regulatory compliance. We uphold the highest standards of transparency, ethics, and continuous professional learning to serve you effectively.
At Saarthi, our guiding principles shape every interaction:
Our tagline, "Puts Mind into Money," captures our belief that true financial progress stems from thoughtful, rational decisions aligned with your goals-not speculation or impulse. We emphasize planning over chasing trends, promoting discipline, patience, and a long-term view. By bringing emotional balance to your choices, we help you navigate money with clarity and calm, turning aspirations into achievable realities within a compliant framework.
Because your financial journey deserves more than templated advice.
Holistic strategies covering all aspects of your financial life.
Aligning investments with specific life objectives.
PFRDA-aligned solutions for long-term security.
As an AMFI-registered Mutual Fund Distributor, we provide information and distribution services on mutual fund schemes.
Risk assessment and protection strategies.
Building sustainable wealth frameworks.
Saarthi Investment & Financial Services, an AMFI-registered Mutual Fund Distributor, operates as a professionally governed advisory practice. We prioritize ethical practices, full regulatory adherence, continuous professional education, and unwavering client confidentiality. Transparency is non-negotiable-we're not a product outlet, but a trusted partner focused on your best outcomes.
