Trusted Financial Planning in Mumbai for Long-Term Wealth Creation

ASFS Wealth is your partner in SIP investments, retirement planning, insurance, growth and financial planning in mumbai. Transparent advice, expert support, lifelong impact.

Why Financial Planning Matters?

Money is more than income — it’s peace of mind, stability, and legacy. Whether you’re planning your child’s education, a dream wedding, your retirement, or minimizing taxes, the right financial strategy makes all the difference.
We are more than a wealth management company in India — we are your financial partner. As SEBI-registered financial planners in Mumbai, we help you take control of your future with confidence, clarity, and care.
At ASFS Wealth, we help families, professionals, and retirees make smarter financial decisions — through SIP investments, tax planning, insurance, and retirement strategies. Whether you’re starting out or planning your legacy, we’re here to guide you with financial planning in Mumbai.

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We offer goal-based financial planning tailored to real people and real lives.

Who We Serve?

Our Services

📈 Mutual Fund Investments

– SIP for long-term growth
– SWP for steady income during retirement
– STP to transition smoothly between investments

🎓 Child Education Planning

– Plan for rising school & college costs
– Ensure your child’s future is financially secure

💍 Marriage Planning

– Wedding-focused financial planning
– Fund your big day without stress

🏖️ Retirement Planning

– Build a retirement corpus with clarity
– Compare SWP, NPS, and MF pension funds

🏘️ Home Loan Advisory

– Ghar Sapno Ka, loan Apno Ka
– Find the best mortgage plan with expert help

💼 Unlisted Shares & Alternatives

– Explore high-return investments
– Build long-term capital with strategic equity picks

🧾 Tax Planning & Filing

– Save more with ELSS, HRA claims, and deductions
– Hassle-free ITR filing support

🛡️ Health & Life Insurance

– Protect your income and family’s future
– Compare term vs health policies

📜 Will & Estate Planning

– Safeguard your legacy
– Ensure legal transfer of assets to loved ones

Get In Touch Today!

To grow your wealth!

Why Choose ASFS Wealth?

  • SEBI-registered, certified financial planners
  • 10+ years of experience across 500+ clients
  • Transparent advice — no hidden fees
  • End-to-end solutions: tax, investments, insurance, loans
  • Proven results through goal-based planning
  • Real-world support with real-time guidance
Partner With Us

The SIPAHI Program

Looking to earn a secondary income or start a flexible career in finance?
The SIPAHI Program by ASFS empowers housewives, students, and young professionals to become mutual fund agents, insurance distributors, and financial planners.

We provide:
✅ Full training & certification
✅ Dedicated support & mentorship
✅ Zero-investment setup with commission income
✅ Access to backend tech & ready-to-use tools

Whether you’re starting part-time or looking for long-term impact, the SIPAHI Program gives you the freedom to earn and grow.

Call Us Today!

Testimonials

At ASFS Wealth, we take pride in offering personalised financial planning and investment solutions that make a lasting difference. From SIP investments to retirement planning and tax-saving strategies, our clients across India have experienced peace of mind, real results, and professional guidance — and they’re happy to share their journey.

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” I’ve been investing in SIPs with ASFS for over a year now. The clarity and client-first attitude they bring is rare. Highly recommend. “
Ashwyn Rao
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“Thanks to ASFS, I finally feel in control of my retirement and savings. They simplified everything.”
Shreya Jadhav
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“Clear advice, quick responses, and zero pressure. That’s why I trust ASFS with my wealth.”
Aditya Andhorikar
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“ASFS made financial planning simple and stress-free. Their advice was clear, transparent, and tailored to my goals. “
Alisha Bagde

Ready to Start Your Journey?

Your financial future begins now. Let’s build your personalized roadmap — together.

📞 Request a Callback