Step 1
Discover
Understand your life, goals, and concerns completely.
Weaving Dreams. Building Futures.
SWAYAMBHU
WEALTH & LEGACY
Integrated financial planning for your wealth growth, protection, retirement and legacy.
Your Wealth. Your Rules.
No hidden agendas. No complex jargon.
Just a clear, modern strategy designed around the life you actually want to live.
Integrated Perspective
Your life is connected.
Investments, taxes, career, and legacy shouldn't live in silos. We build one unified strategy for everything.
Zero Product Push & No Spam Policy
We don’t begin with a product. We begin with your goals. Everything else follows. We never follow up until your consent for it
Fast & Fluid.
Your life changes fast. Your financial plan should adapt just as quickly.
Global Access
Border-less Wealth.
Whether you're building in India or earning globally, we structure your wealth across borders through IFSC and global gateways.
The Difference
Why Swayambhu Wealth?
A modern, integrated financial planning approach to building and preserving wealth for the modern era. We combine human expertise with AI-powered insights to help you design your future and build your legacy.
INTEGRATED
Investment, protection, tax, and legacy considerations work together seamlessly. No financial decision is made in a solo.
PERSONAL
Plans are built around your specific goals, family dynamics, and risk tolerance. No template solutions.
HOLISTIC
We look at the complete financial picture—from the assets you own today to the legacy you wish to leave tomorrow.
SPECIALIST
Access to appropriate professionals within our ecosystem when specialist tax, legal, or succession expertise is required.
LONG-TERM
The relationship continues beyond a single transaction. We evolve the strategy as your life and markets change.
The Playbook
Everything you need to scale your net worth.
The Blueprint
Strategy & Plan
Complete financial planning. Cash flow optimization, goal mapping, and tax-aware structuring.
The Engine
Investments
Goal-driven portfolios. Mutual funds, SIPs, global exposure, and alternative assets.
The Moat
Protection
Risk management for you and your business. Smart insurance that actually makes sense.
The Endgame
Family Wealth & Legacy
Estate planning, private trusts, succession, and asset documentation working seamlessly.
Our Approach
How we build your plan.
A structured, disciplined methodology to bring clarity and action to your financial life.
Step 2
Analyze
Review your financial position, gaps, and risks.
Step 3
Plan
Develop a structured, actionable financial strategy.
Step 4
Implement
Coordinate and deploy the appropriate solutions.
Step 5
Review
Monitor and adapt as your circumstances change.
About Swayambhu
MANY EXPERTS.
ONE INTEGRATED FINANCIAL PLAN.
YOUR VISION. OUR COLLECTIVE EXPERTISE. ONE INTEGRATED PLAN
A financial planning ecosystem built around your life.
Swayambhu Wealth & Legacy is built around a simple belief: complex financial lives are best served through coordinated expertise—not isolated products.
We coordinate financial planning with specialist professionals across investment, insurance, taxation, law, GST, estate planning, private trusts, business succession and GIFT IFSC.
Sachin Agarwal | Founder
LLB • B.Com Hons • CFP
25+ years' experience across law, taxation, investment and insurance.
- Financial Planning
- Investments
- Taxation
- Insurance
- Retirement
- Law
- Estate & Succession
- GST & Business Tax
- Accounting & Compliance
- Alternative Investments
Our Approach
One Plan. Multiple Perspectives.
Your investments may have tax implications.
Your retirement may require insurance planning.
Your business may require tax, legal and succession expertise.
Your wealth may require estate planning.
Swayambhu seeks to bring the relevant perspectives together around the client's financial goals.
Because your financial life is connected, the way you plan it should be connected too.
Professional Ecosystem
MORE THAN ONE PERSPECTIVE.
ONE INTEGRATED PLAN.
Swayambhu brings together a professional ecosystem across financial planning, taxation, law, GST, insurance, investments, estate planning, private trusts and business succession, allowing clients to access specialist expertise when required.
FINANCIAL
PLANNING
PLANNING
TAX
LAW
GST
INSURANCE
INVESTMENTS
ESTATE &
TRUST
TRUST
BUSINESS
SUCCESSION
SUCCESSION
GIFT IFSC
Client Life-Stage Journey
Every stage has different financial priorities.
STARTING OUT
Build a strong financial foundation.
Explore Stage
BUILDING A FAMILY
Protect income, family and future goals.
Explore Stage
BUILDING WEALTH
Align investments with financial objectives.
Explore Stage
PRE-RETIREMENT
Prepare for financial independence.
Explore Stage
RETIREMENT
Create sustainable income and manage longevity risk.
Explore Stage
LEGACY
Preserve and transfer wealth intentionally.
Explore Stage
Swayambhu AI
Tech-enabled clarity for your finances.
Stop guessing. We've built custom AI tools to help you instantly assess your financial health, understand complex concepts, and prepare for our human-led strategic planning.
LIVE NOW
AI Financial Health Check
A private, guided assessment to uncover strengths and gaps in your current financial setup before making major decisions.
Launch ToolPowered by ChatGPT
Get in Touch
Professional guidance for your financial future.
Meetings by prior appointment only.
Serving clients pan-India. In-person office visits available for HNI clients.