Your Trusted Financial Partner | Registered Channel Partner (DSA)
Financial Sarthi is an Organisation managed and run by Mr. Paras Kakkar who is a Seasoned banking & credit specialist with 13+ years’ experience across leading financial institutions, now serving as a Channel Partner (DSA)providing complete loan and investment solutions.
Loan Specialisations:
✓ Loan Against Property ✓ Home Loans ✓ Personal Loans ✓ Business Loans
✓ Working Capital ✓ MSME Financing
Investment Specialisations:
✓ Equities – Listed and Unlisted securities
✓ Debt Products
✓ Stock Portfolio assessment & Building
Professional Experience:
As Channel Partner (DSA) | Currently Partner with 15+ leading banks/NBFCs, including HDFC, ICICI, Axis, Kotak, Specialised solutions for:
→ Salaried professionals (Home/Personal Loans)
→ Business owners (LAP/Working Capital)
→ MSMEs (Business Loans)
Banking Leadership Roles:
→DBS Bank India| AVP-Credit Risk
Managed ₹1,200Cr+ digital lending portfolio – Developed risk mitigation frameworks
→HDFC Bank| Area Credit Manager
Led pan-India credit team for retail loans
Sanctioned 500+ high-value loans annually
→Capital First Limited| Credit Manager
Appraised MSME loans up to ₹150Cr turnover
Financial statement analysis for 200+ businesses
→Kotak Mahindra Bank | Credit Manager
Processed Working Capital/LAP applications – MSME sector specialist
→Allahabad Bank| Officer Scale-I
Handled branch operations & loan processing – Customer service excellence.
