Sarathi Financial & Management Services - Mutual Fund Distributors
Member since Mar 21, 2026
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About Me
I founded Sarathi Financial and Management Services with a simple goal: to make expert financial advice clear and accessible to everyone. With 30 years of market experience in the industry, he saw that many people were being left behind by traditional banks. He built this company to fix that, focusing on honest guidance and real financial literacy. He believes in constant learning to serve his clients better.
Beyond My LL.B. from Chaudhary Charan Singh University and B.A. (Honours) from P.K. College(Contai), he has dedicated himself to mastering his craft. He holds the Investment Foundations® Certificate from the CFA Institute and specialized certifications in Wealth Management and Financial Goal Planning from reputable bodies like Moody’s Analytics and the NSE Academy.
About Work Experience
I founded Sarathi Financial and Management Services with a simple goal: to make expert financial advice clear and accessible to everyone. With 30 years of market experience in the industry, he saw that many people were being left behind by traditional banks. He built this company to fix that, focusing on honest guidance and real financial literacy. He believes in constant learning to serve his clients better.
Experience & Qualification
Qualification
LLB
Experience as an Advisor
30 Years
Total work Experience
30 Years
Services and Advisory Offered
Mutual Fund
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Sarathi Financial & Management Services
Shop No. 139, Block-3, Ganga Shopping Complex,
Sector 29,,
Noida,
Noida,
Uttar Pradesh, 201301
LICENSE
|
Mutual Fund -
ARN No.
7434 - Validity -
01-01-2027
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