About Swayambhu
Many experts. One integrated financial plan.
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.
- ARN
- 181844
- EUIN
- E366971
- FPSB
- IN161733
Who is Sachin Agarwal?
Sachin Agarwal is the founder of Swayambhu Wealth & Legacy. He holds the CFP® certification (FPSB Certification No: IN161733), an LL.B., a B.Com. (Hons.) and an MBA-IB, is IRDA & AMFI certified, and brings 25+ years’ experience across law, taxation, investment and insurance.
Sachin Agarwal, founder
25+ years' experience across law, taxation, investment and insurance.
Qualifications
- CFP®
- LL.B.
- B.Com. (Hons.)
- MBA-IB
- IRDA & AMFI Certified
- Registered Insurance Agent • AMFI Registered MFD
Registration Details
- ARN
- 181844
- EUIN
- E366971
- FPSB Certification No
- IN161733
- GSTIN
- 18AFTPA2898G1ZZ
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.
One ecosystem, every discipline.
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
- Investments
- Taxation
- Insurance
- Retirement
- Law
- Estate & Succession
- GST & Business Tax
- Accounting & Compliance
- Alternative Investments
What integrated means here.
- 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.
About Swayambhu, answered.
All questionsWho 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.
Who is Sachin Agarwal?
Sachin Agarwal is the founder of Swayambhu Wealth & Legacy. He holds the CFP® certification (FPSB Certification No: IN161733), an LL.B., a B.Com. (Hons.) and an MBA-IB, is IRDA & AMFI certified, and brings 25+ years’ experience across law, taxation, investment and insurance.
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 legal/tax advice?
Where specialist legal or tax advice is required, clients may be connected with appropriately qualified professionals.
Do I need an appointment?
Yes. Meetings are by prior appointment only.