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Since 2009What began as insurance advisory in 2009 has grown into a considered, multi-generational practice serving over 5,000 families across insurance, PMS, AIFs, bonds and private equity.
In 2009, our founder, Dharmendra B. Rajput, discovered the world of insurance and saw something more than a product in it: a way to protect a family's future while it grew. He believed that if a family's finances were properly protected first, everything else they built on top of that foundation would stand firmer.
That belief became Yatharth Solutions. Sixteen years on, the practice has widened from insurance into portfolio management, alternative investment funds, bonds and private equity, but the starting question has never changed: what does this family actually need?
A founder's experience, paired with a next-generation focus on today's alternative investments.
Founder & Chief Advisor
In the financial advisory field since 2008, Dharmendra founded Yatharth Solutions in 2009 out of a conviction that insurance could protect a family's future while helping it grow. For over a decade and a half, he has focused on advising individuals and families on protecting themselves financially before anything else, building the trust that the practice stands on today.
Partner
Shrey brings an entrepreneurial approach to the practice, with a focus on HNIs, UHNIs and family offices since 2023. Having grown up around the business, he carries a strong financial knowledge foundation built under his father's guidance, and applies it to wealth creation and wealth preservation through diversified, considered strategies.
The same principles that started the practice in 2009 still shape every conversation today.
A complimentary 30-minute call. Share your goals and timeline, and we will shortlist options that fit, with no obligation. Your details stay confidential.