Dhan Sarathi
Seema Sharma
Income Tax Consultant & Risk Management Advisor
"Your Trusted Sarathi in Personal Finance, Taxation & Money Management."
About
Us
Our Story
Dhan Sarathi is an Independent Tax Planning and Wealth Management Company, specializing in providing client focused, integrity driven advice to individuals, Families and businesses. Dhan Sarathi is promoted & managed by Seema Sharma, she is an extremely sought after advisor with the extremely coveted MDRT Member title (The premium association of financial professionals – USA ). Among all the insurance agents in India, only 0.001%(1:1000) of members are privileged to own this title. By offering a refreshing new approach that radically improves the quality of advice and overall client experience, Seema Sharma has set new standards in the financial services industry. Our success as a company has been driven by the strong belief that our clients’ success will drive our own and our simple philosophy that the client should always come first.
Our Vision
Educating society on the importance of transferring their Financial Risk and enjoy Life with Financial Freedom.
Why
Us
Deep Industry Knowledge
As a client, you will receive a complete solution. We believe that it is our responsibility to advise you on all aspects of your finances and help implement a comprehensive strategy that will deliver financial security for you and your family. Our unwavering focus is on providing consistent, high-quality advice and service throughout the Company. We believe that the advice and service you receive as a client should be consistent with all our clients and each client should benefit from the experience and technical abilities of the Company and not just that of your individual adviser.
Our Team of Experts provides the basis for any investment proposal. By utilizing its extensive experience in financial Services & Wealth Management, they systematically map the market and provide extensive research on the whole fund universe, providing select ideas for all our advisers. In a volatile world, you can be assured that your assets are in safe hands.
We are here to guide you to achieve your financial targets with your ever changing needs.
Years of Experience
Income tax - 2005 / Financial Advisor - 2013
Managing AUM of Rs.15 crores in MF & Life Insurance.
Given protection of about Rs. 50 crores of Sum assured in Life & Health.
Helped 150 families to transfer their financial risk with calculative analysis.
Our Approach Strategy
Review your existing financial situation and personal objectives as every individual’s financial situation is unique. Seema Sharma take time to discuss your hopes, dreams, objectives and financial goals — the things that really matter to you.
Analyze the same and prioritize your objectives and then help establish benchmark goals. This is very important as we live in a world of unlimited choices where People often fail to achieve objectives because they try to accomplish too much at once, or they do not attach specific deadlines to their goals. In breaking down your goals to specific objectives, you can look at the available resources, decide on realistic goals, which need to be adjusted and scaled down.
Certifications
Govt. Certified Tax Return Preparer, Financial Blueprint Certified Planner, Certified Business Insurance planner.
Achievements
Contact
Us
Our Address
B 27, Popular Heights 1, end of Lane A.
(Road between 'O' Hotel and German Bakery)
Koregaon Park. pune -411001.
Our Phone No.
9822264189