InvestmentSarthi

Investment Sarthi is a financial guidance brand based in Himmatnagar, Gujarat, led by wealth and protection counselor Amit Gadhavi. Its education-first approach helps individuals, families and business owners understand their financial position and make informed decisions. Rather than focusing on products, Investment Sarthi begins with people’s responsibilities, priorities and long-term goals, then supports them in building practical plans.

A key offering is the personalised 360° Financial Health Checkup, a structured conversation covering goals, cash flow, savings, investments, risk management, family protection, emergency preparedness and future priorities. Guidance spans financial wellness, family and income protection awareness, goal-based investing, disciplined savings, wealth creation and retirement preparation. The brand also highlights business protection, including information about how key person insurance may help protect a business if an essential person is lost.

Investment Sarthi follows a clear process: understand, plan, protect, invest and grow, with ongoing review and adjustment. Its educational resources explain topics such as emergency funds, financial risk, saving versus investing and retirement planning.