Saarthi - by Regnum Digital

Regnum Saarthi is the working app for mutual fund distribution partners of Regnum Wealth Private Limited (ARN-180205). It is a tool for your business, not an investment app: Saarthi does not accept money, process payments, or execute any transaction. WHAT YOU GET Ready-to-send content Marketing images, videos, PDFs and carousels, sorted by category and AMC. Every image is co-branded with your name, logo, ARN and contact details before you download it, so what reaches your client carries your identity. Client calculators SIP, lumpsum, SWP, step-up SIP, goal planning, retirement, children's education and term insurance cover. Each one explains its answer in plain language you can read out to a client. A financial planner Build a complete plan for a client across goals, then export it as a report. Your client book A simple CRM for leads and follow-ups. Add a lead by hand or pick a contact from your phone. Your leads are yours — no other partner can see them. Daily Market Pulse A short daily read on where the markets closed and what moved. Your network and earnings See the partners in your network, the codes you have issued, and a projection of your own earnings. Knowledge base and events Guides, FAQs and the events you can register for. WHO THIS IS FOR Saarthi is for onboarded distribution partners of Regnum Wealth. You need an invitation from an existing partner to join — there is no public sign-up. ABOUT PERMISSIONS Notifications carry the Market Pulse, announcements and reminders. Contacts is used only when you tap "Pick from phone" to fill a lead's name and number; the app never reads or uploads your contact list. Choosing a document or a logo from your phone needs no permission at all. Regnum Wealth Private Limited 508, Takshashila Apartment, Majuragate, Surat 395002, Gujarat, India ARN-180205 [email protected]