Financial Saathi

Make Smarter Financial Decisions

Investment wahi, Soch nayi!!

FinancialSaathi

FinancialSaathi (“Friend”) to your Financial needs – is what we are. We are a boutique set up that specializes in providing financial distribution services keeping investors’ present investment portfolio and risk cover at the forefront. Our product team continuously analyzes the investment options available in the market and cherry-pick the best product from the plethora of investment options available to our investors customizing it for them w.r.t. their requirements, future plans & risk profile

Our Services

Because Making Smarter Choices About Your Money Impacts The Quality Of Your Life!

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Periodic review of your investment portfolio

Additional Layer of monitoring

One point connect to all your investment needs and solutions

Tax Planning

Retirement and Financial Goal Planning

We deal in a wide spectrum of products

What they've said about us

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
Ray JacksonStructural Engineer

“Science is fun. Science is curiosity. We all have natural curiosity. Science is a process of investigating. It's posing questions and coming up with a method. It's delving in.”
Sam MurrayLead Architect

“I feel confident imposing change on myself. It's a lot more fun progressing than looking back. That's why I need to throw curve balls.”
Jake SmithSalient Corp

“Our task must be to free ourselves by widening our circle of compassion to embrace all living creatures and the whole of nature and its beauty.”
Alice JohnsonWriter at ThemeNectar

Make Smarter Financial Decisions

Investment wahi, Soch nayi!!