Life is a Journey and not a destination! Making peace with your present, so it doesn’t spoil your future is what we do in the terms of financial security. Svarasa Financial Life Planners LLP have an expertise in providing long term holistic financial planning, providing investment in Mutual funds and other wealth management assets with a mission to grow and diversify in field of Finance and Investment and vision to provide customer help in creating wealth in a stress free environment.
Our mission is to help people make better spending decisions. We believe there is no one-size-fits-all solution when it comes to managing money. We also believe a good money manager doesn't simply mean automatically generating pretty charts. A good money manager adapts to a user's needs, gives them control and flexibility to customize it as needed, and delivers insightful, actionable advice to help plan for the future.Get Started!
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Compounding interest is the eighth wonder of the world. He who understands it... Earns it.. He who doesn’t pays it !!
Certified Financial Planner since 2011, Yogita Dand is the co founder in the company. She is also a Registered Life Planner with the Kinder Institute of Life Planning, USA and an active member of the Association of Financial Planners of India. She is passionate about Financial Life Planning and has been actively conducting Investor Awareness Programs so as to spread financial literacy.
An Electronics Engineer by profession, Swar Dand, is the other co founder in the company. While he has his own Computer Sales and Services company, he is also actively involved in Svarasa by way of handling the entire execution, implementation and administration in the company. He is the one who does the complete research and analysis on investment and insurance products for the company.
A commerce graduate by profession, Darshana Prajapati is the backbone of the company when it comes to handling customer queries, difficulties and follow-ups. She is a stickler for perfection when it comes to execution of investments and is completely hands on with all the clients.
Nearing completion of his BMS, Bhavin is the one who is at the client facing end and ensures not only timely but also perfect execution of all client investments. Also tech savvy, he is the one who handles a lot of technical issues when it comes to online investments and also social media promotions.
I am absolutely delighted with the service given by you and your efficient staff. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge and your common sense approach. I gladly recommend your services whenever possible. Once again thanks for Yogita and her efficient team members.
We at Bridging Gaps specialize in Sales Consultancy for Family Owned Businesses; we not only help the business owners formulate a sales strategy but also hand hold the owner and their sales team in implementing the sales strategy. While we were helping other businesses with growing their finances through sales, we were struggling to manage our personal investments and finances. Which is when we decided to take the help of Svarasa Life Planners. At Svarasa they don't just plan your finances they plan your life with the right investment plan as required in each stage of your life goals. Their team is very helpful and efficient in follow ups. Svarasa is helping with life planning to our entire family and close friends. They have become an integral part of our life. Thank you Yogita and team for making this so easy for us. Svarasa is true to their tagline, you plan your play and they play your plan.
Our chapter Creme got first financial planner in Feb 2010 then second in 2011 and third in 2013 and nobody survived for more than a year in our chapter. Finally we got you in 2014 and now you are member for around 3 years. You are the most successful member as a financial planner in our chapter. Your conversion ratio in case of referrals passed by me is above 90%. Today you are handling around 10 clients of mine. On behalf of my all clients I would like to acknowledge you for your quick response time, strong follow ups, right advice, unbiased goal based investment planning. I strongly recommend you to all in my network for your financial planning services.
As we know the bank FD rates are going down. So, we wanted to invest some money in Mutual funds. I discussed on this with Yogita ji. Yogita Ji gave me enough time to understand my requirements. After carefully analysing the requirements she suggested me multiple options & explained me the pros and cons of each of them. After discussion, we finalized a few mutual funds. I invested in the name of myself, my wife and my daughter. The investments are growing steadily and I am sure will give us handsome returns over a period of time. Yogita Ji is also going to support us to make changes in the portfolio as per the requirement. We are very happy with her services & will strongly recommend her services to people known to us.
We were approached by one of our client Arundhati Rao for investment planning as she was not able to decide on which one would give best returns and the same time would reduce her tax liabilities. We referred her to you and you approached to help her very promptly. Our client has given feedback that your services were customer focussed and professional and she has agreed to recommend you to her connections.
, I gave you my hard earned money and you are investing in different schemes, which are making my money work for me when I am planning my play. You certainly are a Certified Financial Planner. Thank You.
We, President and Members of Inner Wheel Club of Dhule thank you for your valuable guidence regarding a very important aspect of our life finance, budget, investment and planning. It was indeed a marvelous experience to hear you.
Women's of Dhule City will always cherish your speech and guiding words.
- Adv. Sarangi Gujarati
I have observed at my clients place that every time you exceed the clients expectation by providing superior and consistent advice, quick response, strong follow ups coupled with strong back from your office by experienced staff and most importantly unbiased investment planning.
Without any hesitation I strongly recommend you to all individuals in my network for your Financial Planning Services.
I wish all the best to you in your future endeavor.
- CA Kamal Sharma
I would like to express my thanks for the work you have done for me over the past 2 years. The expertise and attention to details with which you have handled my financial affairs are really appreciable. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us.
May you prosper, along with your clients.
- CS Punit Goyal
Ready to start your financial planning with us? That's great! Give us a call or send us an email and we will get back to you as soon as possible!
G5, Rajyog CHS Ltd,
Behind Shiv Sena BJP Office,
Old Nagardas Road, Sir MV Road
Andheri East, Mumbai - 400 069.