Based on 162+ 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 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 and Health
Investment & Portfolio Review
Tax Planning - RI and NRIs
Estate Planning
Special Needs' Financial Planning
CLIENT STORIES
What Our Clients Say
Real stories from real people who found financial clarity with Swadhyaay
Alexa Young, CA
…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