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Sagar Kulkarni (CFGP, MBA UK, QPFP) | Arthik Icchaa Purti | Raigarh(mh)Sagar Kulkarni (CFGP, MBA UK, QPFP) | Arthik Icchaa Purti | Raigarh(mh)

Sagar Kulkarni (CFGP, MBA UK, QPFP)

Arthik Icchaa Purti•Raigarh(mh),MH
Office – 1, Shiv Complex CHS, Nityanand Marg, Near Gokhale Hall, Panvel,
Raigarh(mh), MH, 410206
Office – 1, Shiv Complex CHS, Nityanand Marg, Near Gokhale Hall, Panvel, Raigarh(mh), MH, 410206
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About

Sagar Kulkarni is the Founder of Arthik Icchaa Purti, a new-age Mutual Fund Distribution firm serving over 550+ families across India and overseas NRIs. With more than 27 years of personal investment experience and a decade of professional practice, Sagar guides professionals, business owners, and families toward achieving financial independence. His firm specializes in Retirement Planning, Children’s Future Planning, Emergency Fund Management, and Tax-Efficient Wealth Creation. As a Certified Personal Financial Professional and experienced investor, he blends practical wisdom with disciplined investment processes. At Arthik Icchaa Purti, the approach focuses on three core principles — Capital Preservation, Regular Income Generation, and Tax-efficient Growth — helping clients progress confidently toward their financial goals.

Practice at a glance

27
Years of Experience
550
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives
Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CWM – Chartered Wealth Manager

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

115547

PFRDA Registered Retirement Adviser

AIDPK6215A00115547

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Sagar Kulkarni (CFGP, MBA UK, QPFP).

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check