Services

At Wealth Sarthi, we offer a comprehensive range of financial solutions designed to meet your diverse needs.

Tailored Services to Secure and Grow Your Wealth

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.

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Investment

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

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Financial Planning

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

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Advisor/Leader And Recurpment

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

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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

Wealth Sarthi is your trusted partner in insurance, investment, financial planning, advisory, and leadership recruitment.

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Contact

+91-9403964455

INFOWEALTHSARTHI@GMAIL.COM

DATTMAL TASGAON-SANGLI ROAD TASGAON,SANGLI,MAHARASTRA PIN 416312