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There are times when our work impacts us deeply — sometimes in ways we neither acknowledge nor understand
Our Services
Our Services
Our Services includes Investment Planning, Tax Planning, Existing Portfolio Assessment & Consultancy, Risk Planning/Insurance, Employee Benefit Program for corporates, Tax Deferral and optimization method for corporates. Feel free to contact us for for any Investment related assistance .
Investment Planning
Investment Planning
We design a superior portfolio which beats the benchmark and generate efficient return with minimal volatility. The investment planner will discuss your requirements in details and align it with current market scenario. By creating the investment plan you make sure that you are creating wealth and saving taxes.
Tax Planning
Most of the people do not know how to save taxes by taking the benefits of deductions and Exemptions and end up paying huge taxes.
Do not wait for the year end. Plan your taxes in advance to get the maximum benefits.
Do you know that there are more than 20 tax saving instruments available. Speak to our Financial planner to structure your income to save maximum taxes. Our Advisor will help you with different ways of tax savings.
Tax Planning
Risk Planning/Insurance
Risk Planning/Insurance
The basic and most important step of financial planning is mitigating the unforeseen risk. So we plan your insurance requirements and help you select the best insurance for you and your family.
Existing Portfolio Assessment & Consultancy
Have you started your investment journey but not getting desired returns?? Investment is the 1st step of financial planning. We need to review and rebalance the portfolio based on the current economic scenario. So our Advisors review your existing investments and based on your requirements rebalance the portfolio to generate superior returns.
Most often people invest in instruments which is not in the interest of their financial goals and someone has mis sold those instruments. So its always advisable to understand the instruments before investing. That is the core ideology of Plan4sure, making clients aware and educate them so that they can take informed decision.
Existing Portfolio Assessment & Consultancy
Employee Benefit Program for corporates
Employee Benefit Program for corporates
Happy Employees are the most productive ones. We work with organizations who care about their employees. We conduct Investment planning and tax saving sessions in different corporates and help the employees plan their finances. Less tax deduction is higher in hand salary for the employees. And As we say Happy Employees are the most productive ones.
We Conduct f2f and virtual sessions and explain the importance of financial planning and help employees save taxes. We clear all the queries of your employees pertaining to their finances so that they can focus on work.
We also work with organizations in employee retention and Bonus defferal methods.
Tax Deferral and optimization Method for corporates
Are you a corporate and looking to defer taxes and optimize the returns. We have got you covered. We work with organizations and help them in deferring taxes by making Investments
Tax Defferal and optimization Method for corporates
Contact Us
Address
401, GR Park, Banerghatta Road, Bangalore
What Our Customers Say
Our customers are the live example of our quality of services. We aspire to provide personal finance literacy across India and help people in planning their finances in most disciplined way.
Shahid Sk
2022-08-01
Well, we had a great experience with marketing sarthiteam, because of superlative, prompt always ready to supporting effort by senior management. I suggest everyone to join or grow with marketing sarthi discovery Company.
Realtech Services
2022-06-04
Excellent service with great support,
Highly recommended
Go for all digital works
Javed alam
2022-05-18
Very Good support team
Jiya sk 26
2022-01-21
They have designed my b2b eCommerce website for my multi-vendor eCommerce website. The Digital Sarathi is the best multi-vendor eCommerce website developer in Gorakhpur.
MASTER SATVIK
2022-01-18
Thank you The Digital Sarathi. You guys have done an awesome job of local SEO for my photography website. You helped me to improve my ranking on google and also helped me to get more and more traffic on my website.
Dhiraj Thakur
2022-01-15
The Digital Sarathi has a dedicated team of app developers. They have designed and developed the app for my business. They followed a systematic process, starting from UI designing & UX to the development of android and IOS applications and at last testing of the application. They are the best app development company in gorakhpur. I suggest to everyone to get a consultation if looking to solve any particular problem by using a mobile app.
Ashutosh Pandey
2022-01-11
This is the third time I am working with The Digital Sarathi to design and develop a website for my business and my connections. They are professional, creative and well experienced in designing and developing any kind of website. I would recommend The Digital Sarathi, to anyone looking to develop their website or any kind of digital marketing work - web development, digital marketing, local SEO, SEO, social media marketing, branding, Facebook and Instagram ads marketing service
Savitri Pandey
2022-01-11
At starting, I was creating an eCommerce website but I failed miserably. Later I decided to get my website designed with a professional eCommerce website development company
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