About us

Personalised financial guidance, anchored in your goals.

arthsaathi was founded on 15 August 2017 with a clear conviction: a financial journey is about more than numbers. It is about the goals behind them, a child's education, a parent's healthcare, a home planned over many years.

Backed by over 15 years of market practice, we provide guidance that is personal, structured and easy to discuss. Three principles guide every engagement: trust, transparency and growth.

Trust Transparency Growth

Professional advisor seated in an office

Established

15 · 08 · 2017

Active

15+ yrs practice · Medinipur HQ · PAN India · AMFI 128020

Our compass

Our mission and vision.

01 · Mission

What we set out to do

To make financial stability and growth accessible across India through tailored services and patient education.

We help clients build a clear path to long-term financial well-being, whether they are beginning their first SIP or organising an existing portfolio.

02 · Vision

Where we are headed

To be India's most trusted provider of holistic financial services and to set a new standard for the industry.

A future in which individuals and businesses across India have a dependable partner for important financial decisions.

What we stand for

Seven values that guide every recommendation.

Each principle shapes the way we advise, communicate and follow through with our clients.

Empowerment

Knowledge that you own

We share knowledge so you can take informed ownership of your finances.

Integrity & Transparency

Disclosed before you commit

Every fee, commission and assumption is disclosed before you commit.

Client-centricity

Your interest first

Your interest comes before any product, target or revenue consideration.

Innovation

Refined year after year

Better tools, clearer reports and improved tracking, refined year after year.

Excellence

On time, every time

Delivered correctly the first time, on schedule. The standard we hold ourselves to.

Team Spirit

A team that knows your portfolio

A focused, accountable team that knows your portfolio personally.

07 · Sustainability

Built for decades.

Plans built for decades, not quarters — with the discipline that compounding requires.

Avg. client tenure

9+ yrs

Most clients stay across multiple market cycles.

Milestones

Numbers built on over a decade of disciplined work.

Satisfied clients

Across Bengal & India

₹0 Cr+

Assets under management

Across mutual funds, FDs, bonds

Lives insured

₹1.5 Cr+ health portfolio

Years of practice

Established 15 Aug 2017

Get started

Connect with us today and take a step toward a financially secure future.

Whether you are starting your first SIP or restructuring an existing portfolio, we begin by understanding your goals.

Talk to an advisor Chat on WhatsApp

Or call directly — +91 95637 20942 · we do not place marketing calls after 8 pm.