Get Your Personalised Financial Plan Today!
A Financial Health Report is a comprehensive analysis of an individual’s financial well-being, providing insights into income, expenses, assets, and liabilities. It serves as a valuable tool for making informed financial decisions and planning for a secure financial future
Financial Risk Advisory
Assess and mitigate risks , Which will help you to secure your Financial Goals
Goal Based Financial Planning
Provide investment solution according to your risk profile & return expectation
Tax Planning
Help you to save maximum Tax through your investment
About Mr. Rajesh Amle
Mr. Rajesh Amle is a Certified Chartered Financial Goal Planner (CFGP) and a Certified Financial Risk Advisor. He holds an MBA in Finance and is certified by key government regulatory institutions including IRDA and NISM.
With 12+ years of experience in the financial services industry, Mr. Amle is recognized as an expert in Goal-Based Financial Planning, helping individuals, families, and professionals achieve financial freedom with clarity, discipline, and smart strategies.
He is passionate about spreading Financial Literacy and regularly conducts corporate events, society workshops, and online webinars to empower people with knowledge about financial planning, investments, insurance, and wealth management.
Mr. Rajesh Amle also leads ArthaSarthi Financial Services as its Founder & CEO, guiding clients with a holistic and personalized financial planning approach.
Goal Based Financial Planning
As per the SEBI report, Only 27% of Indians have basic personal finance skills. The easiest way to manage your personal finances is through Goal Based Financial Planning. Our team would like to meet with you help you to achieve your financial goals like child education planning & retirement planning.
Services
ArthaSarthi Financial Services is one roof solution for your all financial needs. As our company tagline, we are “ Your Financial Companion” in your financial journey
AMFI registered Mutual Fund Distributor
Analysing your current MF scheme and New Suggestions will be provided
Retirement Planning
Every working professional should have Retirement planning in place
Child Education Planning
Secure your childs future with best child education planning.
Mediclaim / Health Insurance
Compare health insurance plans and choose the best for your family
Term Insurance
Choose between term insurance which will provide financial security to your family with the best premium.
Equity Investment / PMS
Take advantage of our equity expert & choose your multi-bagger portfolio
ArthaSarthi Seminars Gallary
ArthaSarthi Financial Services conduct regular knowledge sessions for investors.
Why Choose Us
ArthaSarthi Financial Services is Pune’s top investment planner. A well-qualified and experienced team guide you to invest in the best investment plans which secure your family’s financial future.
- Domain Knowledge & Experience
- Helps in Insurance Claim Process
- One Roof Solution
Domain Knowledge
In-depth domain knowledge of all financial products makes us unique.
Unbiased Financial Advise
With a commitment to increase financial literacy, we provide unbiased financial advice.
Healps in Claim Settlement
Our team will help you to get your insurance claim as soon as possible.
One Roof Solution
ArthaSarthi Financial Services provides you one one-stop solution to all your investment and insurance needs.
Get Your First Free Consultation Today!
Get in touch with our Chief Investment Advisor Mr Rajesh Amle on 9987611559 to start your financial journey with us!
