A friend, philosopher, and guide in your journey towards Financial Independence
What do we do?
Our primary goal is to help Indian families in securing their financial futures and achieving their retirement goals by generating significant wealth that can support their lifestyles and aspirations. Our approach involves curating a balance of high-performing mutual fund and equity portfolios, and fixed income investments, tailored to a meticulously calculated risk profile.
About Us
Keshav Sarda, a seasoned finance professional with over 13 years of corporate experience, has dedicated his career to transforming financial habits. Holding a degree and a master's in Finance, Keshav has a deep understanding of financial systems and strategies.
Driven by a calling to make a difference, Keshav founded Bodhi Wealth with the mission to educate and guide families in building robust financial foundations. His goal is to help clients create lasting wealth that spans generations through well-informed investment strategies.
KESHAV SARDA
FOUNDER & PRINCIPAL
Our Expertise
By leveraging Bodhi Wealth's comprehensive range of services, you can embark on a journey toward financial well-being and prosperity with confidence and clarity.
Wealth Management
Personalized strategies for optimizing investments, achieving financial goals, and building long-term wealth.
Risk Management
Assessing risks, tailoring portfolios, and securing adequate insurance for financial stability and protection.
Tax Compliance
Strategizing to minimize tax liabilities, tax filing, and optimizing investments for tax efficiency.
Financial Literacy
Empowering individuals with knowledge of finance, understanding the psychology of money, budgeting, and investment principles for informed decision-making
70% of Indian families have not prepared for their retirement.
Getting your basics right is the first step towards achieving financial freedom. Take our financial fitness test below to find out how you are faring in your financial journey. Start now and take control of your future!
Our brochure, featuring 33 essential questions, addresses your basic financial queries and offers an unbiased roadmap for effective money management and awareness of financial products in India. Download it now to enhance your financial journey and make informed decisions.
Our clients
Tailored to suit the needs of professionals, salaried individuals, and new-age entrepreneurs, our solutions are meticulously designed for financial success.
professionals
Doctors
Young Families
Testimonials
Thanks to Bodhi Wealth’s diligent efforts and strategic planning, I have seen steady growth in my investments, even during volatile periods. Their proactive approach and attention to detail have been instrumental in helping me achieve my financial milestones.
Nikhil Bihani
Mr Keshav Sarda understands your financial requirement and goal thoroughly and give the guidance which balances your requirements as well as market risk. I really appreciate his strong conviction to raise the wealth slowly but steadily. He also does not encourage quick and fast profit. I am working with him since last two years and i an very satisfied with my portfolio returns and diversification. Keep it up Keshav.
Jatin Janshali
Keshav has been great with his work, making finance easy to understand and for customising solutions just for me. His patience and expertise have been amazing. I’m excited to keep working together toward my financial goals. Thank you Bodhi Wealth and Keshav. Kudos to you guys.
Bhavish Khashu
Contact Us
Call us:
+91 99700 43350
Email us:
Location
704, Veda Prive 2,
Sainagar, Ahmednagar,
MH – 414001
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