Our Story

What began as a humble investment service for friends and family—led by Ashish Kulkarni and Shraddha Kulkarni—quickly grew into a trusted name in financial planning, driven by strong client relationships and the power of word-of-mouth.

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With their combined expertise and shared vision, Ashish and Shraddha Kulkarni laid the foundation for Sarth Investments. Ashish brings with him decades of experience from his role as a Development Officer at LIC, where he developed deep insights into long-term financial planning, insurance solutions, and nurturing client relationships with care and consistency. Shraddha complements this with her strong analytical acumen and a deep passion for equity research and market strategy. Her disciplined, insight-driven approach to portfolio management has been instrumental in driving meaningful growth for clients portfolio.

Together, they form a well-rounded leadership—blending traditional wisdom with modern market insights—to create strategies that are thoughtful, resilient, and tailored to each client’s goals. Their partnership is the backbone of Sarth’s philosophy: a client-first, trust-driven approach to lifelong financial planning.

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While staying personally connected to our clients, we take pride in listening with intent, offering clear and actionable advice, and consistently delivering results—with a smile.

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We continue on this mission today:
To make long-term wealth creation and financial freedom simple, personal, and achievable for everyone who walks through our door.

 

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