Who We Are
Vittsarathi is a distinguished AMFI Registered Mutual Fund Distributor committed to guiding individuals and families to achieve their financial aspirations through personalized and strategically sound investment solutions.
At Vittsarathi, we curate a sophisticated Mutual Fund Portfolio using:
Bespoke market intelligence—balancing tactical agility with strategic foresight.
Precision-led, data-backed investment frameworks tailored to your aspirations.
Proactive portfolio stewardship, ensuring timely rebalancing and alignment.
Discret, paperless operations offering absolute transparency and effortless execution.
Our Expertise
Aligning Investments & Aspirations
We recommend investment options tailored to your financial goals and aspirations, ensuring they align with your time horizon and risk appetite.
Tactical Investment Churning
We closely monitor market conditions and suggest timely allocation shifts to help your portfolio remain in sync with your evolving objectives.
Paperless Infrastructure
Our digital-first platform ensures seamless, secure execution and transparent portfolio access — anytime, anywhere.
Periodic Portfolio Reviews
We conduct regular reviews to help ensure your investments stay aligned with your financial trajectory and remain well-positioned through market cycles.
Our Team
Leena Gokhale
Founder member of Vittsarathi, Leena brings extensive experience in wealth-related services, helping clients align their investments with long-term financial goals in a tax-efficient and structured manner.
Rutuja Gole
Rutuja ensures a seamless investing experience—from onboarding and KYC to smooth transaction execution and ongoing coordination of client portfolios. Her focus on operational excellence and informed fund selection supports consistent, goal-aligned outcomes.
Sudhir Joshi
With deep experience in financial markets, Sudhir brings a keen understanding of market cycles and sector trends. He focuses on identifying suitable thematic opportunities aligned with client risk profiles, enabling informed participation in evolving market narratives.
Certification
