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About us
We believe that financial freedom isn't a destination; it’s a lifelong journey of building the assets you need to live the life you want. That journey requires a steady hand at the wheel, which is why Shri Biswajit Dhara (B.A. Hons, LL.B.) founded Sarathi Financial and Management Services in 1997.
For over 30 years, we have acted as a "360-degree" partner for our clients. While we are headquartered in Noida, we have grown alongside our clients, recently opening new branches in Kolkata and Kanthi to better serve our community. Today, we are proud to manage over ₹250 crores in assets for more than 5,000 families and professionals.
As we’ve grown, our commitment to doing things the right way hasn't changed. To ensure your peace of mind, we operate as a fully SEBI-compliant firm, and we are proud to be GST and MSME registered. These aren't just badges to us, they are our promise of transparency, professionalism, and accountability to you.
30 Year Experience
Backed by 15 years of proven market expertise to guide your investments with confidence.
SEBI Compliant
Your investments are managed with complete transparency under SEBI-regulated standards.
AMFI Registered
Professional mutual fund advice delivered by certified and AMFI-registered experts.
5000 Trusted Families
Chosen by 5,000+ families who rely on us for secure and goal-focused wealth management.
Why "Sarathi"?
In many traditions, a Sarathi is a charioteer — a guide who navigates the path ahead so the traveler can focus on the goal. We take that role seriously. Whether you are a High-Net-Worth individual looking for sophisticated Portfolio Management Services (PMS) or a retail investor starting your first SIP, our approach remains the same: we offer independent, unbiased advice tailored specifically to your life.
What We Bring to the Clients
We’ve built our firm to be a one-stop solution so you don’t have to juggle multiple advisors. Our expertise spans the entire financial spectrum:
- Investment Growth: From Mutual Funds and Share Trading to IPOs and FPOs through our partnership with Motilal Oswal.
- Stability & Fixed Income: Helping you diversify into Corporate FDs and Government Bonds for steady, reliable returns.
- Protection: Comprehensive support for Life, Health, and General Insurance (including Motor and Property) to ensure your future remains secure.
- End-to-End Support: We don’t just “sell” a product — we stay with you from initial onboarding through execution and dynamic portfolio monitoring.
Your Partner in Smarter Financial Decisions
Empowering you to grow, protect, and make the most of your money - because every smart choice builds a stronger future.
Our Mission
Our Vision
The Minds That Make It Happen
Our experienced professionals bring passion, precision, and dedication to every financial goal. Together, we craft strategies that help clients grow, protect, and optimize their wealth..jpg&w=828&q=75)
Biswajit founded Sarathi Financial and Management with a simple goal: to make expert financial advice clear and accessible to everyone. With 30 years of market experience in the industry, he saw that many people were being left behind by traditional banks. He built this company to fix that, focusing on honest guidance and real financial literacy.
He believes in constant learning to serve his clients better. Beyond his LL.B. from Chaudhary Charan Singh University and B.A. (Honours) from P.K. College(Contai), he has dedicated himself to mastering his craft. He holds the Investment Foundations® Certificate from the CFA Institute and specialized certifications in Wealth Management and Financial Goal Planning from reputable bodies like Moody’s Analytics and the NSE Academy.
Biswajit Dhara
Founder & CEO
