Frequently asked questions
Financial planning is the primary approach at Swayambhu Wealth & Legacy. Investment products may be used for implementation where appropriate, insurance services are provided in the applicable licensed capacity, investment returns are not guaranteed, and meetings are by prior appointment only.
- ARN
- 181844
- EUIN
- E366971
- FPSB
- IN161733
Questions, answered plainly.
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.
Do I need an appointment?
Yes. Meetings are by prior appointment only.
How do I contact you?
WhatsApp & Call: 9085060000. Email: MrSachinAgarwal@yahoo.com
Choose your path.
Start Your Financial Journey
- 1.
Not sure where to start?
Let our AI Navigator guide you to the right resources across our ecosystem.
- 2.
Understand my finances
A guided health check to map your current position and uncover gaps.
- 3.
Plan a specific goal
Identify, prioritize, and structure your unique financial goals.
- 4.
Speak with someone
Skip the tools and connect directly with our human specialists.
- WhatsApp & Call
- 9085060000
- Important
- Meetings by prior appointment only.