Sarthak is an advisor of customer service. He is highly skilled in financial analysis, investments, and accounting. His responsibilities include talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Meetings
1 Want to Meet
Endorsements
Education
- Bachelor of Science - BS, Institute of Hotel Management
Connect with Sarthak Malhotra and other CoffeeMug Members.
Get 1:1 introductions and meetings with high-growth entrepreneurs, investors
and business leaders.
Members lists featuring Sarthak
Similar Members
Connect with Sarthak Malhotra and other CoffeeMug Members
Get 1:1 introductions and meetings with high-growth entrepreneurs, investors and business
leaders.
Join for free
Let's set up your account while we save your interest
OR
Already have an Account?
Sign in
Discover Members
Discover members you might meet through CoffeeMug. We'd love to
make the right intros for you.
Learn more
Meet Face-to-face
Let us know your availability for the week, and we'll setup a
coffee meeting with a relevant member near you.
Learn more
Invite Friends
We need innovators and disruptors. Know someone who fits the bill? Invite them to apply and be a part of the network.
Learn more