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Welcome to
FINANCIAL SARTHIS


 

DO YOU WANT TO TRADE WITH SEBI REGISTERED RESEARCH ANALYST

     If, Yes Then Join Our Free Telegram/Whatsapp Channel​

  • Daily Nifty and Bank Nifty, Stock Options Equity

  • Daily 2-3 Intraday Levels

  • Daily Bank Nifty Trading

  • Minimum Capital Required

  • RISK : REWARD 1:2 ,1:3

  • Daily 1-2 Free Trading Calls

   

Refund Policy

Fees once paid through any payment source shall not be refunded. We don’t give guarantee of  returns so fees shall not be refunded in the case of loss. Please consult your advisor before investing. Fees will be refunded only in the non-receiving of services.

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About
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ABOUT US

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We,at Financial Sarthis, SEBI Registered Research Analyst offer comprehensive services that cater to all your financial needs Providing a full spectrum of investment

solutions.  The role of advisory services is crucial in navigating complex financial landscapes and achieving specific goals.  We provide exclusive financial guidance 

related to stock market for your financial planning and investment.Furthermore we have dedicated team of professionals who have many year of expertise in financial

planning, investment management and strategic decision to help individual and organisation achieve their long term financial goals and objectives  effectively  and

efficiently. Just like the Sanskrit word ‘Sārathi’ (सारथि) means guide in English, We from Financial Sarthis will mentor you in every financial pathway possible and

illuminate the financial journey of your life with our knowledge and expertise with sheer diligence.

SEBI Registered Research Analyst. Registration Number – INH000017091

Type of Registration- Individual

Address: 19 R N Mukherjee Road, Kolkata - 700001

Contact No: 8910355749

Email: sarthisfinancial@gmail.com

Services
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OUR SERVICES

Futures

Stock Option

Index Option

Equity Intraday

Equity Positional

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Stock Market Analysis

Our stock market analysis services are designed to provide you with valuable insights and guidance for informed decision-making in your investment journey.

Payment Link : https://rpy.club/g/g696gggx0d 

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CLIENT TESTIMONIALS

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Investor Charter

A)Vision and Mission Statements for investors

Vision – Invest with knowledge & safety.

Mission – Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness..

B)Details of business transacted by the Research Analyst with respect to the investors.

To publish research report based on the research activities of the RA.
To provide an independent unbiased view on securities.
To offer unbiased recommendation, disclosing the financial interests in recommended securities.
To provide research recommendation, based on analysis of publicly available information and known observations.
To conduct audit annually.

C) Details of services provided to investors (No Indicative Timelines)

Disclosure to Clients
To distribute research reports and recommendations to the clients without discrimination.
To maintain confidentiality w.r.t publication of the research report until made available in the public domain.

D) Details of grievance redressal mechanism and how to access it

In case of any grievance / complaint, an investor should approach the concerned research analyst and shall ensure that the grievance is resolved within 30 days.
If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan. Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.

E) Expectations from the investors (Responsibilities of investors)


Do’s

  • Always deal with SEBI registered Research Analysts.

  • Ensure that the Research Analyst has a valid registration certificate.

  • Check for the SEBI registration number. 

  • Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link:

  • https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14.

  • Always pay attention towards disclosures made in the research reports before investing.

  • Pay your Research Analystthrough banking channels only and maintain duly signed receipts mentioning the details of your payments.

  • Before buying securities or applying for a public offer, check for the research recommendation provided by your research Analyst.

  • Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.

  • Inform SEBI about Research Analyst offering assured or guaranteed returns.

Don’t

  • Do not provide funds for investment to the Research Analyst.

  • Don’t fall prey to luring advertisements or market rumors.

  • Do not get attracted to limited period discounts or other incentives, gifts, etc. offered by Research Analyst.

  • Do not share login credentials and password of your Trading and Demat Account with the Research Analyst.

Annexure B

Compliant Data to be Displayed by RAs

Format for investors complaints data to be disclosed monthly by RAs on them

 Data for month Ending - Marc 2025

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Disclaimer

  • Lalit Kumar Mundhra (Individual)is registered with SEBI as Individual Research Analyst vide Registration number INH000017091 dated June 28, 2024pursuant to which it provides Research Analyst services to its clients.

  • I am not affiliated with any other intermediaries or receive any brokerage or commission from any third party.

  • The SEBI has issued no penalties/directions under the SEBI Act or any other regulatory body.

  • I do not recommend any stock broker or other intermediary to a client, nor doI receive any consideration by way of remuneration or compensation or in any other form whatsoever from the stock broker or another intermediary.

  • Investment in equity shares has its own risks. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and on sources that Iconsider reliable. I,however does not vouch for the consistency or the completeness thereof. This material is for personal information and I am not responsible for any loss incurred due to it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.

  • I do not provide any promise or assurance of favourable view for a particular industry or sector or business group in any manner. The investor is requested to take into consideration all the risk factors including their financial condition and suitability to risk return profile before investing.

  • The information and views in this website& all the services that I provide are believed to be reliable, but Ido not accept any responsibility (or liability) for errors of fact or opinion. Users have the right to choose the product/s that suits them the most

  • I or any other person related to me might be holding positions in the stocks recommended.

  • The research recommendations are provided to all our clients who are entitled to receive the research reports. Any Client (Paid or Unpaid), any third party or anyone else have no rights to forward or share our calls or SMS or Reports or Any Information Provided by us to/with anyone (through any medium) which is received directly or indirectly by them. If found so, then serious legal actions can be taken.

  • I ensure that the individuals employed as research analyst are separate from other employees who are performing sales trading, dealing, corporate finance advisory or any other activity that may affect the independence of our research report/recommendations. However, these individuals may receive feedback from sales or trading personnel of brokerage division to ascertain the impact of research report/recommendations.

  • I also ensure that if a client wants an opinion on a specific position, such suggestion/view under any circumstances shall be considered as an opinion (not advice). I am not liable for any losses whatsoever the client may incur in accepting this opinion.

  • I do not have any association in any manner with any issuer of products/securities; this ensures that there are no actual or potential conflicts of interest. This also ensures that objectivity or independence in the carrying on research services is not compromised.

  • Investment in securities market is subject to market risks. Read all the related documents carefully before investing.

  • Registration granted by SEBI and certification from NISM is no way guarantee performance of the intermediary or provide any assurance of returns to investors.

  • By accessing www.financialsarthis.com any of its associate/group sites, you have read, understood and agree to be legally bound by the terms of the following disclaimer and user agreement.

  • I had taken due care and caution in compilation of data for its website.I alsoadvise users to check with other certified experts before taking any investment decision. However, I do not guarantee the consistency, adequacy or completeness of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. I do hereby especially state that it has no financial liability whatsoever to any user on account of the use of information provided on its website.

  • I am not responsible for any errors, omissions or representations on any of our pages or on any links on any of our pages. I do not endorse in anyway any advertisers on our website pages. Please verify the veracity of all information on your own before undertaking any alliance.

  • The information on this website is updated from time to time. I,however exclude any warranties (whether expressed or implied), as to the quality, consistency, efficacy, completeness, performance, fitness or any of the contents of the Website, including (but not limited) to any comments, feedback and advertisements contained within the Site.

  • This website contains material in the form of inputs submitted by users and I doaccept no responsibility for the content or consistency of such content nor do I make any representations by virtue of the contents of this website in respect of the existence or availability of any goods and services advertised in the contributory sections. I also make no warranty that the contents of the website are free from infection by viruses or anything else which has contaminating or destructive properties and shall have no liability in respect thereof.

  • Part of this website may contain advertising and other material submitted to us by third parties. Kindly note that those advertisers are responsible for ensuring that material submitted for inclusion on the website complies with all legal requirements. Although acceptance of advertisements on the Website is subject to our terms and conditions which are available on request, Ido not accept liability in respect of any advertisements.

  • There are risks associated with utilizing internet-based information and research dissemination services. Subscribers are advised to understand that the services can fail due to failure of hardware, software, and Internet connection. While I alsoensure that the messages are delivered in time to the subscriber’s mobile network, the delivery of these messages to the customer’s mobile phone/handset/desktop/iPad/tablet/laptop is the responsibility of the customer’s mobile network/internet connection/wifi. The messages may be delayed and/or not delivered to the customer’s mobile phone/handset on certain days, owing to technical reasons, and the proprietorcannot be held responsible for the same.

  • Stock trading is inherently risky, and you agree to assume complete and full responsibility for the outcomes of all trading decisions that you make.

  • Unlike an actual performance record, simulated results do not represent actual trading. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown.

  • You, and not me, assume the entire cost and risk of any trading you choose to undertake. You are solely responsible for making your own investment decisions. If you choose to engage in transactions with or without seeking advice from a licensed and qualified financial advisor or entity, then such decision and any consequences flowing therefrom are your sole responsibility. I or any employees are in no way liable for the use of the information by others in investing or trading in investment vehicles.

  • I alsoencourage all investors to use the services as a resource to further their own research on all featured companies, stocks, sectors, markets and information presented on the site.

  • I, my management, myassociate companies and/or my employees take no responsibility for the veracity, validity and correctness of the expert recommendations or other information or research. Although I doattempt to research thoroughly on information provided herein, there are no guarantees in consistency. The information presented on the site has been gathered from various sources believed to be providing correct information. I, group, companies, associates and/or employees are not responsible for errors, or inaccuracies, if any, in the content provided on the site.

  • I havethe license to provide research recommendations as a research analyst. Your use of this and all information contained on this website is governed by these Terms and Conditions of Use. This material is based upon information that Lalit Kumar Mundhraconsider reliable, but I do not represent that it is consistent or complete and that it should be relied upon, as such. You should not rely solely on the Information in making any investment. Rather, you should use the Information only as a starting point for doing additional independent research in order to allow you to form your own opinion regarding investments. By usingwww.financialsarthis.com, including any software and content contained therein, you agree that use of the Service is entirely at your own risk. You understand and acknowledge that there is a very high degree of risk involved in trading securities. I make no warranties and gives no assurances regarding the truth, timeliness, reliability, or good faith of any material posted onwww.financialsarthis.com,proprietordoes not warranty that trading methods or systems presented in their services or the information herein or obtained from advertisers or members will result in profits or losses.

  • By visiting the website www.financialsarthis.com, as a visitor and / or as a subscriber, surfing and reading of the information on the website is the acceptance of this disclaimer and all other terms and conditions.

  • Everything posted on social media (Twitter/Facebook/Telegram/YouTube channel) is for education / illustration purposes and should not be counted as recommendations or investment advice.

  • I do hereby expressly disclaims any implied warranties imputed by the laws of any jurisdiction. I consider ourselves and intend to be subject to the jurisdiction only of the courts ofKolkatain India. If you don’t agree with any of our disclaimers above, please do not read the material on any of our pages. Although access to users outside India is not denied, Lalit Kumar Mundhrashall have no legal liabilities whatsoever in any laws of any jurisdiction other than India. I alsoreserve the right to make changes to our site and these disclaimers, terms, and conditions at any time.

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Contact
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CONTACT US

Get in Touch

Reach out to us for expert financial guidance and investment ideas. We are here to address all your financial queries and assist you in achieving your financial objectives.

Address: 19 R N Mukherjee Road,Kolkata-700001

Mobile : 8910355749

Emailid:  Sarthisfinancials@gmail.com

SEBI RA: INH000017091

SEBI Headoffice:

SEBI Bhavan BKC

Plot No C4-A,'G' Block,

Bandra Kurla Complex,Bandra (E),

Mumbai- 400051

Tel- +91-22-26449000/40459000

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