Satark Finserv
Disciplined Investing. Pure Protection.
Helping families and professionals in Kharadi, Pune build wealth, protect income, and secure their financial future through expert mutual fund advisory, insurance planning, and smart investment strategies.
100+people
already Connected
About Us – Satark Finserv
Satark Finserv was founded in 2022 with a simple mission — to help individuals and families invest with discipline and protect what truly matters. Based in Kharadi, Pune, we provide personalized financial solutions designed to build long-term wealth while ensuring complete financial security.
We believe financial planning is not about chasing returns; it’s about creating a structured strategy that aligns with your life goals. Whether it’s Mutual Funds, Life Insurance, Health Insurance, Fixed Deposits, Bonds, or PMS/AIS services, we guide you with transparency, research-backed insights, and a client-first approach.
With 56+ happy customers and growing, Satark Finserv focuses on building lasting relationships through trust, consistency, and smart financial decisions.
Our Approach
✔ Goal-based investment planning
✔ Risk-managed portfolio strategies
✔ Transparent advisory process
✔ Long-term wealth and protection focus
Benefits of Connect with us
Disciplined Wealth Creation
Structured investment strategies focused on long-term financial growth and stability.
Complete Financial Protection
Comprehensive life and health insurance solutions to secure your family’s future.
Personalized Financial Guidance
Customized investment and protection plans tailored to your goals and risk profile.
Our Vision
To become a trusted financial advisory partner in Kharadi, Pune, known for disciplined investing, ethical practices, and long-term wealth creation.
- Build a community secured with proper financial protection
- Promote disciplined and informed investment decisions
- Empower families to achieve financial independence
Our Mission
To provide personalized, transparent, and goal-based financial solutions that help clients grow, protect, and preserve their wealth with confidence.
- Maintain trust through honest and research-driven advisory
- Ensure complete financial protection with risk management
- Deliver customized investment and insurance strategies
Services
Mutual Fund Advisory
We help you select and manage mutual fund investments based on your financial goals, risk appetite, and long-term wealth strategy.
Life Insurance Planning
Secure your family’s financial future with the right life insurance policies designed for income protection and long-term security.
Health Insurance Solutions
Protect yourself and your loved ones from unexpected medical expenses with comprehensive health coverage plans.
Fixed Deposits, Bonds & PMS
Safe and structured investment options including fixed deposits, bonds, and Portfolio Management Services for stable and diversified growth.
Frequently asked
questions
We offer Mutual Fund advisory, Life Insurance, Health Insurance, Fixed Deposits, Bonds, and PMS/AIS solutions tailored to your financial goals.
We assess your financial goals, risk appetite, income, and time horizon before recommending a personalized investment strategy.
Yes, we guide and support our clients throughout the insurance claim process to ensure smooth and timely settlements.
The minimum investment depends on the scheme, but many mutual funds allow starting with small SIP amounts.
You can call or WhatsApp us at 8493898585 to schedule your appointment during working hours (Mon–Fri, 9 AM–4 PM).
Contact Us
Call Now
8493898585
Drop your Mails
jpadmanabh67@gmail.com
Working time
Monday – Friday 09:00 AM – 04:00 PM
Address
202, Turquoise, Nyati Empire Kharadi, Pune – 411014 Maharashtra, India
Secure Your Financial Future with Confidencer
At Satark Finserv, we combine disciplined investing with complete financial protection to help you achieve long-term stability and peace of mind. Book your consultation today and take the first step toward smarter, safer financial growth.
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