AMFI-Registered Mutual Fund Distributor
AMFI-Registered Mutual Fund Distributor
Sarathi Financial Services Private Limited has established itself as a trusted name in the financial services sector, offering personalized solutions that cater to the diverse needs of its clients. With extensive experience in the financial industry, the firm specializes in the distribution of a wide range of financial products. Every recommendation is thoughtfully made, ensuring it aligns with the suitability and specific requirements of each client.
We adopt a structured and disciplined approach and provide you with a secure and safe multi assets investment platform. we offer you multiple distribution services like Mutual funds, PMS, AIF, Fix Deposits, NCD, Bonds, Insurance, and Loans against securities etc. a complete range of services that complement our distribution services. The approach is to provide you with quick transaction services suitable to your profile and risk appetite. Our incidental advice helps you to choose the best and more suitable scheme for you under the SEBI defined riskometer.
Mutual Funds offer a smart way to grow your money through professionally managed portfolios. Whether you aim for long-term growth or regular income, there’s a fund tailored to your goals and risk comfort.
Portfolio Management Services provide tailored equity portfolios suited to your objectives. With active monitoring and expert decision-making, it suits those looking for a more focused wealth-building approach.
Alternative Investment Funds are structured to include asset classes that may not be available through regular channels. They’re designed for high-net-worth individuals looking for portfolio diversification.
FDs, NCDs, and Bonds are great options for those seeking steady earnings with lower risk. Enjoy fixed returns, flexible tenures, and the security of trusted issuers.
Protect your goals and your family’s future with insurance plans that offer coverage, flexibility, and peace of mind. From term policies to health coverage, find the right fit with us.
Raise capital without selling your Mutual Funds. Our loan facility lets you pledge your units and access funds swiftly, making it ideal for short-term needs.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
608 A Shridhar Athens,, Nr Umiya
Vijay, Satellite, Ahmedabad,
Gujarat, 380015, India
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