Saarthika
For Advisors / CA Firms

Stronger scheme advisory, with less operational drag.

Saarthika gives your team a calmer, structured workflow to screen opportunities, align recommendations, and deliver clearer client guidance.

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Built for CAs, tax consultants, and MSME advisory teams.

500+ verified schemes tracked
Central + state coverage
White-label advisory output

Advisor Workspace

Active

Ramesh Agro Pvt Ltd

Strong fit

Metro Tools & Parts

Review fit

Priya Exports

Strong fit

New Scheme Alert

PMEGP window open for this cycle

Saarthika flagged clients with likely eligibility and document follow-up needs.

Why Advisors Choose Saarthika

Advisory quality that feels more deliberate, not more noisy.

Faster first-pass advisory

Screen client profiles against central and state opportunities without fragmented manual checks.

Cleaner client communication

Share clear scheme fit, next actions, and report-ready summaries in a consistent format.

Repeatable team workflow

Move from one-off effort to a structured advisory motion that scales with your practice.

“The flow feels structured now. We moved from scattered spreadsheet checks to a consistent advisory process.”

CA Rajesh Khanna

Khanna & Associates

“Clients understand recommendations faster because the scheme reasoning and next actions are presented clearly.”

Ananya Sethi

Sethi Advisory

Workflow

A tighter advisor journey from client context to recommendation.

Step 1

Set up client profiles

Add client details once so eligibility review starts from a clean, shared baseline.

Step 2

Run scheme screening

Review relevant opportunities with clear fit signals and application context.

Step 3

Share advisory output

Turn shortlisted opportunities into client-facing recommendations and next steps.

Free Access

Advisor workspace access is now free for all teams.

Manage client onboarding, screening, and report sharing with full free access.

Advisor workspace

₹0forever

Best for solo advisors and CA teams building repeatable client workflows.

  • Unlimited team seats
  • Unlimited client profiles
  • Bulk scheme screening
  • White-label reports
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Collaboration

₹0forever

For larger advisory practices that need higher throughput and collaborative workflows.

  • Multi-advisor collaboration
  • Unlimited client profiles
  • White-label reports
  • API access
Start free

Need onboarding help for a large team? Contact support.

Make scheme advisory a calmer, stronger part of your practice.

Set up your advisor workspace and move from scattered opportunity checks to a clear, repeatable client motion.

Create Advisor Workspace

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