SARTH FINANCIAL SERVICES
Est. 2002 | Lalbaug, Mumbai
SARTH FINANCIAL SERVICES
Your Family Deserves More Than Just Policies and Mutual Funds. They Deserve a Complete Financial Plan.
SARTH FINANCIAL SERVICES helps families and professionals in Mumbai build a structured, goal-based financial blueprint — with proper insurance protection and personal support right through to claim settlement.
24+
Years of Experience
1000+
Clients Guided
250+
Claims Settled
Problems
Does Any of This Sound Familiar?
You have multiple policies and investments — but no clear overall plan
You're not sure if your family has enough life or health coverage
Claim time is stressful, confusing, and no one seems to help
You want to plan for retirement or your child's education but don't know where to start
Every bank and agent is pushing products — not actual planning
If you said yes to even one of these, you are not alone. Most families are financially active but financially unprotected. That's exactly the problem SARTH FINANCIAL SERVICES was built to solve.
Solution - Who We Are
We Don't Just Sell Products. We Build Your Financial Blueprint.
Since 18th October 2002
Sanjay Pednekar and THE SARTH FINANCIAL SERVICES team have been helping families and professionals across Mumbai take control of their financial life — with complete planning, not just policy selling.
We look at your full financial picture: income, goals, risks, existing policies, loans, and future needs. Then we create one clear, structured plan that covers protection, growth, tax efficiency, and retirement — and we stay with you through every step, including during claims.
This is not a one-time transaction. It is a long-term relationship.
Getting Started Is Simple
Diagnose
We conduct a free, detailed Financial Health Checkup covering your income, goals, existing policies, investments, and loans. No jargon. No selling.
Worth ₹2999
Design
We create a personalized Financial Blueprint — a step-by-step plan forinsurance protection, wealth building, tax saving, and retirement.
Worth ₹9999
Deliver & Suppor
We help you implement the plan, review it as life changes, and personally support you during any insurance claim or critical financial decision.
Worth ₹1999
Total Value = ₹14999
Limited time Offer : FREE
Services
Complete Financial Solutions Under One Roof
Personal Financial Blueprint Plan
A complete, customized financial roadmap — so every rupee you earn, save, and invest has a purpose and direction.
Personal Financial Blueprint Plan
A complete, customized financial roadmap — so every rupee you earn, save, and invest has a purpose and direction.
Personal Financial Blueprint Plan
A complete, customized financial roadmap — so every rupee you earn, save, and invest has a purpose and direction.
Personal Financial Blueprint Plan
A complete, customized financial roadmap — so every rupee you earn, save, and invest has a purpose and direction.
Personal Financial Blueprint Plan
A complete, customized financial roadmap — so every rupee you earn, save, and invest has a purpose and direction.
Personal Financial Blueprint Plan
A complete, customized financial roadmap — so every rupee you earn, save, and invest has a purpose and direction.
👉 Book a Free Consultation to Discuss Your Needs
What Changes After Working With Us
Before SARTH
- Random investments →
- No clear retirement plan →
- Too many policies, no clarity →
- Claim anxiety and no support →
- Loan confusion and EMI stress →
- Financial decisions feel heavy →
After SARTH
- Structured financial blueprint
- Confident retirement roadmap
- Right coverage, zero gaps
- Personal guidance till settlement
- Clear loan strategy within your plan
- Simple, guided, and goal-focused
Founder
Meet Sanjay Pednekar Your Financial Planning Partner
For over 24 years, I have worked closely with families and professionals across Mumbai to build structured, goal-based financial plans. My philosophy is simple: your financial plan must protect your family, grow your wealth, and reduce stress — not add to it. I personally get involved in every client relationship — not just at the beginning when we set up the plan, but also when it matters most: during a mediclaim, a claim settlement, or a major financial decision. Over the years, I have guided 1000+ clients and successfully supported 250+ claims. My promise to you is the same as it has been since 2002: you will never feel alone in your financial journey. — Sanjay Pednekar Founder & CEO SARTH FINANCIAL SERVICES
Trust
Why 1000+ Families Trust SARTH FINANCIAL SERVICES
✅ 24+ years of professional financial advisory experience
✅ 1000+ clients guided across different life stages
✅ 250+ insurance and mediclaim claims personally supported
✅ Physical office in Lalbaug, Mumbai — always accessible
✅ Founder personally involved in every complex case
✅ Relationship-driven approach — not product-driven selling
"Loved everything so far"
if you want trustable finance advisor so their is only one name 'Mr. Sanjay Pednekar.' he is very helping and absolute mentor . i know him since 12 years,they provide scheme which is suitable as your need and financial condition . we have very Great results and satisfied with your service. Thank You .!
Sanjay More
"Loved everything so far"
if you want trustable finance advisor so their is only one name 'Mr. Sanjay Pednekar.' he is very helping and absolute mentor . i know him since 12 years,they provide scheme which is suitable as your need and financial condition . we have very Great results and satisfied with your service. Thank You .!
Sanjay More
"Loved everything so far"
if you want trustable finance advisor so their is only one name 'Mr. Sanjay Pednekar.' he is very helping and absolute mentor . i know him since 12 years,they provide scheme which is suitable as your need and financial condition . we have very Great results and satisfied with your service. Thank You .!
Sanjay More
"Loved everything so far"
if you want trustable finance advisor so their is only one name 'Mr. Sanjay Pednekar.' he is very helping and absolute mentor . i know him since 12 years,they provide scheme which is suitable as your need and financial condition . we have very Great results and satisfied with your service. Thank You .!
Sanjay More