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

Contact Us

Call us:

+91 99700 43350

Email us:

[email protected]

Location

C 204, Sylvan Heights,
Aundh. Pune - 411007

Get In Touch

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