Financial Saathi (“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.
FinancialSaathi is an organization consisting of skilled and credited professionals dedicated to offering sound financial solutions customized to each family, considering each family member’s needs and aspirations. We pledge to deliver the utmost best in client service and act with the highest standards of integrity. We strongly believe in educating our clients on various investment options and risks associated with them. Our clients include individuals, HNIs, institutional investors and corporates. Our distribution services cover a vast range of investment products including Mutual funds, Insurance, AIF, NRI services, Portfolio management services, fixed income options, bonds, etc.