Corporate-cycle aware
Built for Gurgaon's MNC and startup professionals — ESOP cycles, variable pay, frequent job changes. Your financial plan accounts for all of it.
Financial Planner in Gurgaon
AMFI-registered — goal-first planning for Gurgaon professionals and NRIs.
Looking for a financial planner in Gurgaon? SampadaSarathi is a QPFP-qualified, AMFI-registered (ARN-357884) financial advisor serving Gurgaon and Gurugram professionals, founders, and NRIs — with a focus on FIRE planning, retirement roadmaps, and goal-based mutual fund investing.
QPFP QualifiedAMFI Registered ARN-357884NISM Certified Investment Adviser L1IRDAI POSP Licensed
What a financial planner in Gurgaon does for you
A financial planner in Gurgaon does more than recommend mutual funds. SampadaSarathi covers your complete financial picture — retirement corpus planning, FIRE number calculation, tax regime optimisation, insurance structuring (term, health, motor), and NRI investing for professionals moving abroad or returning to India. Every recommendation is goal-first, fully disclosed, and built around your specific income, timeline, and family situation.
Retirement planning
FIRE number calculation
Mutual fund SIPs
Tax optimisation
Term and health insurance
NRI investing
ESOP and RSU planning
Education corpus planning
Portfolio review
Why Gurgaon professionals choose SampadaSarathi
FIRE-focused
Gurgaon has one of India's highest concentrations of FIRE-aspirants. We specialise in calculating your number and building the plan to reach it.
NRI-ready
Many Gurgaon professionals move abroad. We handle NRE/NRO investing, DTAA planning and repatriation so the financial transition is seamless.
Areas we serve in and around Gurgaon
We work with clients across Gurgaon (Gurugram), DLF Phase 1 to 5, Sohna Road, Golf Course Road, Cyber City, Manesar, Faridabad, and Delhi NCR. As a Gurgaon-based financial planner and financial advisor in Gurugram, all consultations are online — no need to visit an office. Whether you are searching for a financial planner near me, a retirement planner in Gurgaon, or a financial planner in Gurugram, we can help.
NRI clients from UAE, USA, UK, Canada and Australia are also welcome. See NRI services →
Frequently asked questions
Book a free 30-minute consultation
Tell us about your goals. We will map your FIRE timeline, review your current portfolio, and give you a clear next step — in one conversation.
Book a consultation