Based on 150+ real client reviews, from working professionals, business owners, NRIs, and families of children with special needs
You have worked hard to earn well.
It's time to make your money work smart too.
Managing your own finances often feels overwhelming... too many options and endless advice are today available across Instagram, YouTube and whatnot!
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At Swadhyaay we remove the noise. We understand your goals, simplify your financial picture, and guide you with transparent, ethical, personalised advice that genuinely helps you make better decisions.
Your Life. Your Goals.
Let's make your money work for them
INVESTOR MINDSET WORKSHOP
INR 990 | LIVE 2-hour session
Join us for a jargon-free group session where you learn:​
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Why Financial Planning is the first step to Financial Freedom and Early Retirement
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Wealth Management Pyramid - The base of all Financial Plans
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Investment planning process
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Good and bad loans
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Insurance - myths vs facts
A clear 3-step journey to
Financial Confidence.
1 - Discover
We understand your goals, and current investments
2 - Plan
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Together, we design a detailed custom plan for you
3 - Act
We help you implement the plan and review periodically
COMPREHENSIVE COVERAGE
We cover it all.
We cover every major area of personal finance with clarity and care.
Financial Planning & Advisory
Retirement Planning
Loan and Debt Management
Insurance - Life & Health
Investment & Portfolio Review
Tax Planning - RI & NRIs
Estate Planning
Special Needs' Financial Planning
EXCLUSIVE FOR CLIENTS
Wealth Wise
The Swadhyaay App.
Our clients get access to Wealth Wise, an advanced portfolio tracking app that helps them track all assets in one place: Mutual Funds, Equity, Bonds, FDs, PMS, Insurance.
Know & Track your FIRE Number
All-Insurance renewal tracker
Monitor portfolio CAGR
Track portfolio at family level
Store all your financial documents
Easy investments & redemption
All Calculators
Tax reports for ITR filing
CLIENT STORIES
What Our Clients Say.
Real stories from real people who found financial clarity with Swadhyaay
…above and beyond my expectations. Their genuine commitment to helping people with their financial matters is truly commendable…
- Siddharth Dinodia, Nokia
…patience and honesty …knowledge is commendable and extraordinary…..I really wonder how simple financial management is, after having discussions...
- Chand Verma, Agilon
…covers most important fundamentals of investing and clears any misconceptions… you invest and feel secure and have better understanding of where and why you are investing… Kudos!
- Tushar Shangloo, Chemours
..service quality is fantastic…professionalism and transparency…availed the home loan services… successful in getting you the best loan interest rate…
- Ashish Taneja, Max Life
Happy clients from
