KHAZANA FINTECH PRIVATE LIMITED

In their own words

Dhan Saarthi is a wealth technology platform built primarily to enable and scale the businesses of registered Mutual Fund Distributors (MFDs) in India. The platform provides MFDs with a comprehensive digital infrastructure including client onboarding, risk profiling, goal-based planning, portfolio analysis, model portfolios, and ongoing portfolio monitoring tools. By digitizing and standardizing advisory workflows, Dhan Saarthi helps MFDs reduce operational overhead, improve client engagement, and deliver more structured, data-driven investment recommendations using mutual funds. The platform allows MFDs to manage existing clients efficiently and onboard new clients at scale without compromising on compliance or quality of advice. For investors, Dhan Saarthi ensures access to well-structured, goal-aligned mutual fund portfolios delivered through trusted MFDs, supported by analytics, behavioral insights, and transparent portfolio diagnostics. The platform leverages technology and financial analytics to strengthen the MFD-led distribution ecosystem while improving long-term investment outcomes for retail investors.

Written by the company on its public Startup India profile. Not verified by us.