Core Philosophy
Core Philosophy
Your Financial Health Needs a Doctor, Not a Salesperson
Our Methodology
We help families and professionals diagnose financial risks and create structured plans—without confusion or pressure.
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Why People Feel Confused About Money of Aligning Money and Financial Goals
Why People Feel Confused About Money of Aligning Money and Financial Goals
Too many insurance & investment products.
Too many insurance & investment products.
No one explains what is right or wrong.
No one explains what is right or wrong.
Plans bought, but goals still unclear.
Plans bought, but goals still unclear.
The problem is not money. The problem is lack of diagnosis.
Here is our Financial Doctor approach
Step 1. Financial Health Check-Up
Step 2. Risk & Goal Diagnosis
Step 3. Clear Financial Treatment Plan
Step 4. Regular Financial Reviews
The Importance of money management and Goal based financial Planning
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
Life Insurance Solutions
5 years of securing dreams. A lifetime of Fikar Free Futures.
Join 200+ customers who trust Yatharth Finserv to protect their tomorrow, today.
Health Insurance Solutions
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Wealth Solutions
Wealth Solutions
Wealth funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed Wealth today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Meet your Coach
Yogini Kamat
Financial Risk Advisor
I am Mrs. Yogini Kamat , Financial Risk Advisor having 22+ years of experience in Financial Sector – Banking & Insurance .With a family history of practice of wealth management , I like to help & educate people to manage their Finance & Achieve their Financial Goals with Risk Management. Till now secured 50+ Families and managing Wealth Portfolio. This is just a START.....
Education & Certification
* Bachelor in Science
* Certified Associate of Indian Institute of Bankers ( CAIIB ) by Indian Institute of Banking and Finance (IIBF)
* Certified Insurance Regulatory Development Authority of India (IRDA) Insurance Advisor
* Certified as Health Insurance advisor.
* Certified with Association of Mutual Funds in India (AMFI Distributor)
* Certified Financial Goal Planner (CFGP) Certification by American Academy of Financial Management India (AAFM )
Our Vision
Educating society on the importance of firstly recognizing and then transferring their Financial Risk and enjoying Life with Financial Freedom. To educate society members especially , young generation about handling the wealth properly so that a Financially Healthy Society will be created.
Our Mission
To empower individuals and families with reliable life insurance and financial protection solutions. We aim to deliver personalized advisory, transparent guidance, and long-term value—ensuring every client feels confident, secure, and supported throughout life’s financial journey.
Our Value
Transparency , Client First Approach
Our Achievements
Testimonials
Testimonials
Rohit Bansal, Operations Manager, Pune
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"Mrs. Yogini Kamat helped me bring clarity and structure to my finances through a well-defined goal-based plan. Her advice on investments and insurance was practical and aligned with my long-term objectives. I now feel confident and in control of my financial future."
Kunal Mehra, Entrepreneur, Pune
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"Working with Yogini Kamat has been a reassuring experience. She understands financial risk extremely well and designs investment strategies that balance growth and protection. Her disciplined approach to wealth management has added great value to my financial journey."
सचिन कुलकर्णी, पुणे
⭐⭐⭐⭐⭐
"योगिनी कामत मॅडम यांनी माझ्यासाठी विमा नियोजन आणि गुंतवणूक याबाबत सविस्तर मार्गदर्शन केले. त्यांच्या सल्ल्यामुळे माझं आर्थिक नियोजन अधिक स्पष्ट आणि सुरक्षित झालं आहे.". .
स्वाती देशपांडे, गृहिणी, पुणे
⭐⭐⭐⭐⭐
"बचत, गुंतवणूक आणि विमा याबाबत योगिनी कामत मॅडम यांनी दिलेलं मार्गदर्शन अतिशय उपयुक्त ठरलं. त्यांनी सर्व गोष्टी सोप्या भाषेत समजावून सांगितल्या आणि आमच्या कुटुंबाच्या आर्थिक भविष्यासाठी आत्मविश्वास दिला."
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