Wealth Sarthi

At Wealth Sarthi, we guide you on your journey to financial freedom with expert solutions across Insurance, Investments, Financial Planning, and Professional Recruitment.

About Us

At Wealth Sarthi, we are dedicated to guiding individuals and professionals on their journey to financial freedom. With a strong foundation in insurance, investment, financial planning, and advisor/leader recruitment, we offer holistic solutions tailored to every financial goal. Our mission is to empower clients with the right knowledge, tools, and support to make confident financial decisions. We believe in building long-term relationships based on trust, transparency, and integrity.

Services

We offer a comprehensive suite of services including Insurance solutions, Investment strategies, Financial Planning, and Advisor & Leader Recruitment.

Insurance

Secure your future today with Wealth Sarthi's comprehensive insurance plans. Life is uncertain, but your protection doesn’t have to be.

Investment

Grow your wealth with confidence. Wealth Sarthi offers expert investment guidance tailored to your financial goals.

Financial Planning

Plan today, secure tomorrow. Wealth Sarthi helps you create a personalized financial plan that aligns with your goals.

Advisor/Leader And Recurpment

Discover your potential with Wealth Sarthi. We specialize in recruiting and nurturing top advisors and leaders in the financial industry.

Why Choose Us

At Wealth Sarthi, we are committed to being more than just financial service providers — we are your trusted partners in building a secure and prosperous future. With deep industry expertise, personalized solutions, and a client-first approach, we guide you through every step of your financial journey.

Our Happy Client Say About Us

Rated 5 out of 5
4.8 / 5 rating

“Wealth Sarthi transformed my financial outlook. Their investment advice helped me grow my portfolio steadily with minimal risk. Truly a trustworthy partner!”

Rahul Mehta

“The insurance plans suggested by Wealth Sarthi gave me peace of mind, knowing my family’s future is secure. Their team is knowledgeable and approachable.”

Anjali Sharma

“Their financial planning experts helped me organize my finances, set achievable goals, and plan for retirement effectively. Highly recommend!”

Aditya Sharma

“Thanks to Wealth Sarthi, I now have a clear roadmap for my investments and insurance coverage. Their personalized approach sets them apart.”

Meera Joshi

Secure Your Financial Future - Book a Personal Consultation Today!

Take the first step towards achieving your financial goals with Wealth Sarthi. Schedule a personalized appointment with our experts to discuss your insurance, investment, advisory, or leadership recruitment needs.

Frequently Asked Questions

At Wealth Sarthi, we understand that navigating insurance, investments, advisory services, leadership recruitment, and financial planning can raise many questions.

0 +

Happy Customers

0 +

Years Of Experience

We provide a variety of insurance options, including life, health, and property insurance, tailored to meet your personal and business needs.