Chairman & Managing Director
The Chairman and Managing Director of Sarthak Group, he started his career as a Hardware- software engineer in the IT industry. Later on he diversified into the financial markets and obtained the essential certifications to venture into this industry. In the last decade he has established this group which has been doing activities such as educational trainings, portfolio planning and wealth management. From the advisory and implementation standpoint, his technical expertise in deal negotiation, structuring & execution combined with his deep understanding of the domestic and international business is pivotal.
In addition to the above he is also a Director of Prachitee Management Consultancy, established in UAE in year 2017 which provides Technical Analysis to International Brokers & Clients.
We have a dedicated team who offer customised trainings in domestic and international financial markets. Our courses contain all aspects of the market namely trading, analysis & operations.
Portfolio Management Services
We provide highly professional fund management services which are flexible enough to address varying investment preferences and deliver maximum returns to our clients.
Our advisory team offers a flexible investment service to help clients manage their wealth based on what they would like their investments to achieve, with or without constraints and employing a broad selection of tools and instruments.
Sarthak Group consists of a team with a combined experience of 10 years offering Advisory Services in Wealth Management Corporate and SMEs, Family Run Businesses and training in financial markets. We offer well researched services in all financial products as per customer requirements.
We focus, not just on the impending financial requirement, but also on the long term strategic vision of the client. Rather than providing standard solution, our approach is to conceptualize, shape and implement innovative solutions during our association with the client.
She is responsible for overall operations and has been associated since last 7 years nurturing the business & managing portfolios. She has held the position of Vice President previously and has been promoted to the post of Director owing to her dedication and hard work. She holds a Degree in Commerce, B.C.A and also holds a MBA in Finance to her credit and is a SEBI Certified in Currency Derivatives.
In addition to this she has also acquired International Training at UAE & MAURITIUS in handling web portal and resolving software related queries, Analysis, Improvement, Development of new CRM activities.
International Marketing, PR & HR-Admin
He has rich multi-tasking experience of over 19 + years in various departments such as HR Admin, Facilities, Finance, Marketing and Compliance in India and Middle East. He has also been involved in Human Resources and Administrative activities. In addition to this he also handles our international marketing division. He is a B.Com Graduate with MDCS diploma from Datapro and is pursuing MBA in finance.
He is responsible for managing the Training Team across all branches. In addition to this he takes care of team building, new business acquisitions on PAN India level. He has exposure to International trainings in UAE due to which he has developed trading theories based on his research and analysis. An MBA in finance, he has worked with big MNCs in the past for more than 10 years in the finance industry.
He carries rich knowledge and experience in Capital Markets and has been imparting specialised trainings in all segments. He is responsible for business development activities. In his previous stint he was working with Pharma Sector and involved in Research and Analysis activity for two years. He holds a degree in M.Sc. Bio-technology. He also has taken trainings internationally.
He has grown consistently in the organization since last 5 years and is handling our Mutual Funds division and Back Office operations. He also has good technical and product knowledge to his credit. He holds a B.Com degree and is a SEBI approved Mutual Fund Distributor. In addition to this he has also attended international financial market trainings at Bangkok & UAE. He is also pursuing MBA in finance.
IT Support Executive
He has wide exposure with in the IT domain and is responsible for the Social Media Coverage. Also looks after company’s website, publishing content and design. He holds a MBA in Information Systems. He is also trained in IT management from Bangkok and has good exposure to International practices in the financial industry.
Asst. Manager IT Support
With his wide experience in the IT Domain, he leads our IT Desk and is responsible for managing the IT Team, YouTube Channel. His role is crucial for our company’s presence and business promotion on the social media. He holds a B.Sc. IT degree along with C-DAC certification (PGD) to his credit.
Research Analyst & Portfolio Manager
He is responsible for Research and Analysis on Financial Markets using statistical techniques and software. In addition he also handles client portfolios by creating and managing fund allocations as per clients need and risk bearing capacity. He holds a B.Com degree, Diploma in Import – Export, Diploma in Computer Programming and Computer Hardware and is currently pursuing MBA in finance now.
Training Head (In House)
She is heading the in house Training division and responsible in imparting quality education to our clientele. Post completion of her Bachelors in Banking & Insurance, she has cleared Equity
Derivatives , Currency Derivatives Certification Exams and also is a SEBI Approved Research Analyst and Mutual Fund Distributor. In addition to this she has also attended International Financial Market Trainings at UAE.
Research Analyst (Trainer)
A currency specialist, she is responsible for conducting training’s in this segment. She holds a Masters Degree in Commerce and is a SEBI Approved Research Analyst and Mutual Fund Distributor. She has worked with MNCs in the past. She has also attended International Trainings at UAE and learnt about award winning strategies in Commodity and Currency segments.
Equity Analyst (CFA, USA )
He is a crucial part of the Sales Team and has good knowledge on financial management. He also has keen interest in tracking equity scrip’s and is good at portfolio analysis. He holds a Bachelors
Degree in Financial Markets and is pursuing CFA from USA.
Counselor / Service Desk
She is responsible for providing support and service to our Channel Partners and clients. At present she is handling Counsellor Desk, CRM and admin works. She has good experience in Customer Service in her previous stint.
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