• One Stop Solution for all Your Financial Needs

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  • Get All Your
    Investments in One Place by Fast Paperless Signup

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  • Intelligent Online
    Multi-Asset
    Wealth Platform

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Financial & Tax

Retirement & Mutual Funds

Loans & Insurance


About Our Company

Sarathi Financial Services Welcomes You.

At Sarathi Financial Services, we adopt a structured and disciplined approach and provide you with a secure and safe multi assets investment platform. At Sarathi Financial Services, we offer you multiple distribution services like Mutual funds, NPS, Fixed Deposits, SGB, Bonds, Demat Services & IPO Services, Small Case, Insurance, and Loans & Loans against securities etc. a complete range of services that complement our distribution services. The range includes a combination of best of breed proprietary and non-proprietary (third party) products. The approach is to provide you with quick transaction services suitable to your profile and risk appetite .

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Why choose us

Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new ways to help you manage your wealth and optimize your profits.

Zero Paperwork

Seamless on-boarding, quick and simple.

360 ° Portfolio Monitoring

Get your existing portfolio in a jiffy.

Safe and Secure

Bank Grade Security.

Zero Fees

We charge nothing from our Clients.

Assistance for Asset Allocation

Get customized Asset Allocation.

One-Click Transaction

In just a click, Invest/Redeem in a hassle-free manner.

Our Services

Our Partners

Words From Customers

“ I got to know about Sarathi Financial Services from one of my friends and could complete the Sign up Process in just 5 mins. I could invest in 3 different funds of my choice on just a few clicks, Super App, Super Support."

“ Exceptional help was delivered to complete all our investments as per our requirements. The website is a joy to use."

“ Team from Sarathi Financial Services are just great ! They were aware of all our needs and helped us monitor all our investments at one place. Their APP is simply super cool and probably the best investment app I have come across. "

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