About the Firm
About HawkSarthi
Simplifying financial decisions with clarity, honesty, and your best interest at heart.
At Hawk-I Investment & Insurance Marketing Pvt. Ltd., we put clarity, honesty, and client interest first. In a space often filled with complexity, our approach is refreshingly simple — clear advice, transparent processes, and solutions that truly fit your needs.
We don't believe in pushing products. We believe in building financial confidence.
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Leadership
Sumit Sabharwal
Director & Principal Officer
With over two decades of experience in financial services, Sumit Sabharwal is the driving force behind Hawk-I. His expertise spans across insurance, mutual funds, PMS, and investment advisory, backed by multiple industry-recognized certifications.
He is an IRDAI-licensed Principal Officer and holds certifications including:
- NISM-Series V-A & V-B (Mutual Funds)
- NISM-Series X-A & X-B (Investment Adviser Level 1 & 2)
- NISM-Series XXI-A (PMS)
- NISM-Series XIX-C (SIF)
- IRDAI Certifications (Life, Health & General Insurance)
"Right advice today creates financial security for a lifetime."
Credentials You Can Rely On
Backed by two decades of hands-on experience, five NISM certifications, and an IRDAI licence — our credentials reflect our commitment to responsible financial guidance.
20+
Years Experience
350+
Families Served
4.5★
Google Rating
Our Services
What We Do
We are a research-driven platform facilitating access to a broad range of financial protection and investment solutions.
Insurance Planning
Life, Health, and General Insurance tailored to your family's needs and risk profile.
Mutual Fund Investments
Goal-based, systematic, and research-backed fund selection through AMFI-registered processes.
Portfolio Management Services
Professional PMS and Specialised Investment Fund access for serious long-term investors.
Alternate Investments
P2P lending, Corporate FDs & NCDs, and structured opportunities for diversified portfolios.
Risk Management & Financial Planning
Comprehensive financial planning aligned to your life goals, income stage, and risk capacity.
How We Work
Our Approach
1
Understand First
Every client is different, so every solution is customized to your unique financial situation and goals.
2
Advise Honestly
No over-promising, no hidden terms. Clear, straightforward guidance you can always rely on.
3
Execute Transparently
Clear documentation and a transparent process at every step — no surprises, ever.
4
Stay Invested Together
Long-term partnership, not one-time transactions. We stay with you through every financial milestone.
What Drives Us
Our Values
Trust
Earned over years through consistent delivery and commitment. We build relationships that last a lifetime, not just a policy term.
Transparency
Clear communication, complete disclosure, zero ambiguity. You always know exactly what you are getting into — and why.
Honesty
What's right for you always comes before what's easy to sell. Our advice is always — and only — in your best interest.
We don't just manage money — we build long-term relationships rooted in trust and financial confidence.
Let's start your financial journey together. One conversation can change everything.
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