Sahastha Financial Consultants

  • Hyderabad, India
  • FinTechPersonal Finance, Financial Planning, Financial Services, Taxation, Stock Market

Fee-only financial consultants servicing individual and corporate.

Founded:
2016
Stage:
Proof of Concept
Market:
B2B

Startup Video

Featured


Founded

Started operation

Jun

2016

New Team Member

S nagarjuna reddy joined

Jun

Jobs


Team Summary

Piyush Khatri: A CFPCM by profession, applied for RIA and looking forward to add the estate planning certificate too in near future. I am working in this field from 2011, worked with both clients and businesses. I have done numerous workshop for Ashiana housing limited throughout their projects all over India. Although never marketed my services, got several clients from referral. I have an different style of writing the personal finance and looking forward to add more clients be it individual or corporates.

S nagarjuna reddy: He is also a CFP, pursuing CFA (USA). He recently joined my team and working on structure of service delivery and website with me. He has keen interest on research and drawing. He helps me in various aspect of the business.

Team

Founding Team

Piyush Khatri


Founder

Founder @ Sahastha Financial Consultants, Founder and Chief Guide @ Strategic Financial Planning Services

WORK

Sahastha Financial Consultants (2016 - present)
Founder

Strategic Financial Planning Services (2011 - 2016)
Founder and Chief Guide

EDUCATION

Financial Planning Standards Board India
2013 - 2013

National Institute of Securities Markets (NISM)
2012 - 2012

University of Rajasthan
Bachelor's Degree • 2007 - 2009

Product/Service Summary

Sahastha, is an idea to bring revolutionary change in financial advise an individual receive in India. A team of 2 Certified Financial planner with combined experience of 9 years. We provide fee-only financial planning services, which is rare in India. Fee-only is basically, free from conflict of interest. There is no product selling, so client sit with us while having full faith on our services. We are providing one stop shop to our clients, by doing taxation, financial planning, business compliance and business research services. So if you want to save for retirement and looking to venture out in business, sahastha provide all kind of assistance you need. We have tied up with Chartered accounts as of now and lawyers as well, to assist us in different works. If there is enough, funds we will be hiring one CA and one lawyer for full time. The Plan is to get client from 3 medians, one is from referrals, second from online marketing and third is from corporate workshops.

Product/Service Descriptions