Our Core Services

Smart, Personalized Financial Solutions

Financial Planning

Simplify today, secure tomorrow with expert guidance.
01

Investment Advisory

Reach your financial goals with tailored investment strategies.
02

Retirement Planning

Seamlessly transition to retirement with confidence and clarity.
03

SWP Planning Service

SWP service ensures steady, tax-efficient income while keeping your capital safe.
04
Why Choose us

Plan Your Financial Future with Confidence

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Market Research

We begin with in-depth market analysis, risk assessment, and client profiling to craft personalized investment strategies aligned with your financial goals.

Monitoring

We continuously track performance, manage risk, and adapt to market changes, keeping your portfolio optimized and aligned with your long-term objectives.

Transaction

Once the strategy is set, we seamlessly execute investments across trusted platforms, ensuring complete transparency and compliance at every step.
Research

Empowering Your Financial Growth, Step-by-Step

01

Initial Consultation

We begin with a one-on-one session to understand your unique financial position, business vision, and long-term goals.
02

In-Depth Data Analysis

Our experts thoroughly analyze your cash flow, income, expenditures, liabilities, assets, and key financial ratios.
03

Strategy Development

Based on the insights gathered, we craft a personalized financial strategy — whether it’s for wealth creation, investment growth, or retirement planning.
monitoring

We continuously oversee your financial strategy to ensure alignment with your evolving goals and market conditions.

01

Real-Time Performance Tracking:

Stay informed with live updates on your portfolio and strategic progress.
02

Alerts & Recommendations

Receive timely insights and alerts for potential risks or improvement opportunities.
03

Goal Alignment Reviews:

Regularly assess whether financial actions are matching long-term objectives.
Transactions

We ensure every financial transaction is executed securely, efficiently, and with complete transparency.

01

Secure Execution:

Transactions are managed with the highest level of security and compliance.
02

Detailed Reporting:

Access comprehensive records for every transaction—easy to understand and audit-ready.
03

Efficiency & Timeliness:

Efficiency & Timeliness:
04

Door To Door Service

Direct Service
Our Innovative Solutions

for a Dynamic Market

Personalized Financial Analysis

Get a customized review of your finances to understand your spending and plan smarter.

Goal GPS

Set and track your financial goals easily with step-by-step guidance.

Personalized Investment App

Monitor and manage your investments anytime with a personalized app.

Financial Calculators

Quickly calculate loans, savings, and plans with easy-to-use financial tools.

SIP (Systematic Investment Plan):

Build long-term wealth with small, regular investments.

SWP (Systematic Withdrawal Plan):

Enjoy steady, tax-efficient income without disturbing your capital.
Go on and read what

Our Current Customers Have To Say About Us

Sameer (and the entire team) is a fantastic financial planner! They care about the clients need to make financial planning simple. A financial planner who acts in the best interests of his clients.

Prachi Rai

I chose Sanvedan for my financial planning. Sameer and his team have the passion, in depth knowledge and genuine interest in achieving what is best for the client. Highly recommend them if you want to be worry free.

Surbhi Deshpande

Sanvedan Investment is one of the best investment planners, led by Mr. Sameer Dighe, a highly knowledgeable individual. They provide a comprehensive lifetime financial plan and advice for your financial decisions.

Vijay Paste

I'm extremely satisfied with the service I received from Sanvedan. They took the time to listen to my financial goals and concerns, and then crafted a personalized plan. They exceeded my expectations in every way.

Yash Warde

4 years back I have invested money in Sameer Dighe's sanvedan Investment in Mutual fund...got good return in one year......will continue to do so. Hope so.....Sameer Dighe answers your queries very well.

Sujata Dmello

Before I came across sanvedan Investment I used to go to Mumbai or Panvel for financial investment advice but I get the same quality or better advice at sanvedan Investment. Also whether you invest or not you get advice.

Sayli vaidya
Our Team

Meet the Our Experts Behind Your Financial Growth

Rishabh Jadhav

Rishabh Jadhav

Saneel Malpote

Saneel Malpote

Sanika Varsolkar

Sanika Varsolkar

Pritesh Shelke

Pritesh Shelke

Ashwini Dighe

Ashwini Dighe