Welcome to Investor Sarthi

Strategy or approach focused on maximizing the potential for long-term growth in investments.

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Who We Are

At Investorsarthi, we are dedicated to reshaping the landscape of investment decision-making through cutting-edge technology and insightful analysis.

what we do
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Top Performing MF

Our Journey

1979
The journey began with Mr. Qimat Rai Garg setting up his CA firm in Chandigarh with focus on Auditing, Accounting and Taxation-related services.
2001
Established his footprint in Delhi. Enhanced service offerings including Insurance, Portfolio & Wealth Management Services, Statutory Audit of PSUs and PSB
2006
Rai Tax Consultants and Rai Financial Services served over 10,000 employees from top brands like Airtel, Sapient, UHG, AllSec, Colt Technology, Evalueserve, Concentrix, Huawei, and HDFC Bank in their first year.
2015
Our online platform Filemyreturn.co.in was launched
2016
Moved our Head Office into our own premise located in the heart of Gurgaon in DLF Galleria Market, DLF Phase IV
2022
Opened Branch Office at Pune Maharashtra

Why Choose Us?

Video KYC - Effortless, Streamlined, and Digital
Goal Portfolio Setting (GPS) & Goal Tracker
Multi-Asset Birds Eye View for 20+ Assets
Online ATM Liquidity
Wide-Ranging Research Tools for Better Financial Planning
Effortless Automated Reporting for Investors
Time-Saving Online Transactions: Your Time is Valuable

Happy Online
Portfolio Users

NRI Client Catered

Corporate Tie-Ups

Cities Presence

Financial Tools

Calculators

Online financial calculators to empower you with accurate financial insights.

Download Forms

Simplify your financial transactions by easily downloading forms online for various purposes.

Buy MF Online

Explore and invest in a wide range of mutual funds online.

Health Checkup

Take advantage of online financial health checkups to assess your current financial situation.

Risk Profile

Evaluate your risk appetite and financial goals through an online risk profile assessment.

Pay Premium

Enjoy the convenience and security of paying insurance premiums online.

Testimonials

Shrikant helped me open SIP and walk me through the process and answered every query as an when needed.. really appreciate all the help.

Nitin Vishwakarma

Excellent service for Finance management,Shrikant has been doing this for my entire family and having said that he is exceptional in it.

Vaibhav Shrivastav

Shrikant sir has great knowledge of investment instruments...give good time to their clients n provide best returns to their clients. Thank u sir to became my investment adviser...

Madhusudan Mishra

Best & trusted place for best advice in financial investment.

shishir

Very helpful for services and knowledge for sip and lic

Harpreet Singh

Great consultant for in investing

vivek nema

Very much supportive and helps in financial planning for decent gains.

Pawan Dixit

Excellent planning of my capital from long time and excellent execution of plans with future

chetan Dhande

Excellent service for Finance management

Pritosh Anla

Best service in mutual fund, investment and insurance. Good experience to work with them.

Arpit Choubey

Start Today

It’s time to invest NOW.
We will help you to grow your wealth.

Blogs

Frequently Asked Questions

  • Mutual fund is an investment vehicle that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. It is managed by a professional fund manager or an investment company.

  • To choose the right mutual fund for your investment goals, you should consider factors like your risk tolerance, investment time horizon, and financial objectives. You can also seek guidance from a financial advisor who can help you select suitable funds based on your specific requirements.

  • The minimum investment required for a mutual fund varies depending on the fund house and the type of fund. Some funds also offer systematic investment plans (SIPs), allowing you to invest smaller amounts at regular intervals.

  • Yes, mutual funds are subject to market risks. Since mutual funds invest in securities, the performance of the fund can be influenced by factors such as market volatility, economic conditions, and changes in interest rates.

  • In most cases, you can redeem your mutual fund investment anytime. Mutual funds are open-ended, which means they allow investors to enter or exit the fund on any business day at the prevailing NAV.

Contact

Location:

404, 4th Floor, DLF Galleria Market, DLF Ph-IV, Gurgaon -122009, Haryana, India

Call:

+91-9717794007

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