Hello, I’m  ANUP MUKHERJEE , a dedicated mutual fund advisor committed to guiding individuals and families toward their financial aspirations. With 15 years of experience in the financial industry, I bring a wealth of expertise and a passion for helping clients navigate the complexities of investing.

As a mutual fund advisor, I understand that each client has unique financial goals, risk tolerances, and time horizons. My approach is centered on personalized service, where I take the time to listen attentively to my clients’ needs and aspirations. By gaining a deep understanding of their financial situation and objectives, I can tailor investment strategies that align with their goals and help them build wealth over the long term.

I believe in transparency, integrity, and putting my clients’ interests first. Whether you’re planning for retirement, saving for your child’s education, or striving to achieve any other financial objective, I’m here to provide sound advice, comprehensive guidance, and ongoing support every step of the way.

Partner with me, and let’s embark on a journey toward financial success together.

Warm Regards
Your Trusted Financial Consultant

ANUP MUKHERJEE

MBA (Finance)
NISM Certified Mutual Fund Distributor
NSE Certified Financial Goal Planner
NISM Certified XA(L1) & XB (L2) Investment Advisor
IRDA Authorised Insurance Advisor.

Saarthi Investment & Financial Services.

Personal Finance Professional

With a motto

One Dream One Profession Financial Well being for Every Family.

We focus in Financial Goal Planning

Mutual Funds, Life Insurance ,Health Insurance,Travel & Accident Insurance, Portfolio Management Services (PMS), P2P Lending, Loan Against Securities, Home Loans, NBFC Fixed Deposit.