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Swayambhu Wealth & Legacy
Glass towers of a financial district at dusk, with light trails weaving through the city

Weaving Dreams. Building Futures.

Swayambhu Wealth & Legacy: Integrated financial planning for your wealth growth, protection, retirement and legacy.

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  • AMFI Registered MFD
  • ARN: 181844
  • EUIN: E366971
  • Registered Insurance Agent
  • FPSB Certification No: IN161733
  • CFP®
  • GSTIN: 18AFTPA2898G1ZZ
  • Serving clients pan-India
  • WhatsApp & Call 90850 60000

Your Wealth. Your Rules.

No hidden agendas. No complex jargon. Just a clear, modern strategy designed around the life you actually want to live.

25+
Years' experience across law, taxation, investment and insurance
10
Disciplines coordinated into one integrated financial plan
5
Steps in the playbook: discover, analyze, plan, implement, review
19
Swayambhu AI tools, from financial literacy to GIFT IFSC

Everything you need to scale your net worth.

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Four rules we plan by.

  1. Integrated Perspective

    Your life is connected.

    Investments, taxes, career, and legacy shouldn’t live in silos. We build one unified strategy for everything.

    Three generations of a family sharing a meal outdoors

  2. No product push

    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

    Couple reviewing household finances together in their kitchen

  3. Adaptive

    Fast & Fluid.

    Your life changes fast. Your financial plan should adapt just as quickly.

    Parents and children hiking a green mountain trail together

  4. 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.

    Looking up at glass skyscrapers of a modern international financial centre
Pink and blue sunset sky reflected on calm still water

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.

Investment, protection, tax, and legacy considerations work together seamlessly. No financial decision is made in a solo.

How we build your plan.

A structured, disciplined methodology to bring clarity and action to your financial life.

  1. Step 1

    Discover

    Understand your life, goals, and concerns completely.

  2. Step 2

    Analyze

    Review your financial position, gaps, and risks.

  3. Step 3

    Plan

    Develop a structured, actionable financial strategy.

  4. Step 4

    Implement

    Coordinate and deploy the appropriate solutions.

  5. Step 5

    Review

    Monitor and adapt as your circumstances change.

Many experts. One integrated financial 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.

  • Financial Planning
  • Investments
  • Taxation
  • Insurance
  • Retirement
  • Law
  • Estate & Succession
  • GST & Business Tax
  • Accounting & Compliance
  • Alternative Investments

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.

About Sachin Agarwal
Sachin Agarwal, CFP, founder of Swayambhu Wealth & Legacy, in a navy suit
Sachin Agarwal Founder CFP® | LL.B. | B.Com. (Hons.) | MBA-IB | IRDA & AMFI Certified 25+ years' experience across law, taxation, investment and insurance.

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.

Every stage has different financial priorities.

Parents and children hiking a green mountain trail together

Starting Out

Build a strong financial foundation.

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Building a Family

Protect income, family and future goals.

Explore stage Couple reviewing household finances together in their kitchen

Building Wealth

Align investments with financial objectives.

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Pre-Retirement

Prepare for financial independence.

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Retirement

Create sustainable income and manage longevity risk.

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Legacy

Preserve and transfer wealth intentionally.

Explore stage

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.

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Swayambhu Wealth & Legacy Navigator

Not sure where to begin? Tell us what you are trying to achieve. Our AI Navigator is your gateway to explore financial planning, investments, tax, retirement, and legacy resources.

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Questions, answered plainly.

All questions
Who is Swayambhu Wealth & Legacy?

Swayambhu Wealth & Legacy is a financial planning practice founded by Sachin Agarwal (CFP®, LL.B., B.Com. (Hons.), MBA-IB, IRDA & AMFI certified). It is an AMFI registered mutual fund distributor (ARN 181844, EUIN E366971) and a registered insurance agent, serving clients pan-India with integrated planning for wealth growth, protection, retirement and legacy.

What is financial planning?

A structured process of understanding your financial position, goals, risks and resources and developing an appropriate roadmap.

Do you only sell investments?

No. Financial planning is the primary approach. Investment products may be used for implementation where appropriate and through the relevant authorized channel.

Do you provide insurance?

Insurance services are provided in the applicable licensed capacity or through appropriately licensed insurance professionals/intermediaries.

Do you offer AIF/PMS/SIF?

Access may be facilitated through appropriately authorized providers/intermediaries, subject to eligibility and applicable regulations.

Are returns guaranteed?

No. Investment returns are not guaranteed unless expressly provided by the relevant legally applicable product terms.

Do you provide legal/tax advice?

Where specialist legal or tax advice is required, clients may be connected with appropriately qualified professionals.

Get in touch.

Professional guidance for your financial future.

WhatsApp & Call
9085060000
Email
MrSachinAgarwal@yahoo.com
Meetings by prior appointment only.
Serving clients pan-India. In-person office visits available for HNI clients.
WhatsApp Swayambhu90850 60000
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