At Sarthak Investments, we help individuals and families build wealth, secure their future, and protect what matters most. With expert guidance and personalized financial solutions, we are committed to turning your financial goals into reality.
Our Products
Mutual Fund Investments
SIP & Lumpsum Investment Planning
Equity, Debt & Hybrid Funds
Tax Saving (ELSS) Funds
Retirement & Child Education Planning
Portfolio Review & Rebalancing
We provide goal-based investment strategies to help you grow wealth systematically and safely.
What is a Mutual Fund?
Mutual Fund is a vehicle that enables a collective group of individuals to:
1. Pool their investible surplus funds and collectively invest in instruments / assets for a common investment objective.
2. Optimize the knowledge and experience of a fund manager.
3. Benefit from the economies of scale which size enables.
The AMC invests the investors' money on their behalf into various assets towards a common investment objective, regulated by SEBI and the Board of Trustees.
Life Insurance
Term Insurance Plans
Endowment & Savings Plans
ULIP Plans
Child Future Planning
Retirement & Pension Plans
Secure your family's financial future with the right life protection strategy.
Why you need Life Insurance?
Life insurance is one of the most responsible decisions you can make to help ensure that your spouse, children or other loved ones can continue to enjoy the quality of the life they deserve. It offers a way to replace the loss of income and provide security to your family.
Health Insurance
Individual & Family Floater Plans
Senior Citizen Health Plans
Critical Illness Cover
Cashless Hospital Network Assistance
Claim Support Services
Protect yourself and your loved ones from rising medical expenses with comprehensive health coverage.
Why Mediclaim Policy is Needed?
Emergencies or illness can come anytime without giving any warning. With diagnostic charges and medicines becoming expensive, health insurance acts as a vital safety net. It also offers tax benefits under Section 80D.
Motor Insurance
Car Insurance
Bike Insurance
Commercial Vehicle Insurance
Third Party & Comprehensive Coverage
Quick Renewal & Claim Assistance
Stay protected on the road with reliable and affordable motor insurance solutions.
General & Critical Insurance
Motor Insurance is mandatory by law and protects you from legal claims or penalties made by a third party. We also offer coverage against critical illnesses and personal accidents, ensuring a guaranteed cash amount if the unexpected happens.
