You decide the goal,
We provide the plan.
Goal based investing made easy.
Click on Know More to understand how we help you create goals and achieve financial freedom.
Scientific Portfolio Construction
A scientific approach to portfolio construction ensures your investments are not driven by guesswork, but by data, diversification, and discipline. By combining a stable core with growth-oriented opportunities, the portfolio is designed to manage risk while consistently aligning with your financial goals.
Data Driven Investment
Monitoring & Rebalancing
Mission & Vision
At Suvidha, we help you plan, invest & grow your money around your life goals - not just market trends
We build lasting relationships with our clients based on trust, accessibility & personalized guidance
Our mission is to bring clarity, control & confidence to your financial journey
Our Offerings
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![Best financial goal planning in India + Home planning]()
Financial Goal Planning
Are your investments actually helping you achieve the life you want?
In our 2-hour workshop, discover your financial goals across 6 important areas of life. -
![Best retirement Plan + Investment Strategy]()
Retirement Planning
Do you know the exact corpus needed to retire - or retire early?
Our Smart Bucket Strategy calculates it using inflation and time-value projections. -
![Hand pressing a button on a funnel, with icons representing finance, education, environment, and growth to the right, and a large collection of small icons related to business, communication, and technology on the left.]()
Mutual funds
Do you really need dozens of mutual funds in your portfolio?
We help you select only the few that truly match your goals, timeline, and risk profile. -
![Graphic illustrating financial growth with three upward arrows labeled SIF, PMS, and AIF, each with different minimum investment amounts, connected to a stylized flower at the top.]()
Alternates
Did you know many investors use strategies beyond regular mutual funds?
Advanced options like SIF, PMS, Unlisted Securities & AIF can unlock new growth opportunities. -
![Diagram showing a map of India, a factory labeled GIFT City, and arrows pointing to various global elements such as a world map, US dollar sign, a tower, a bar chart, and a shield, indicating international financial exchanges and security.]()
Global Diversification
What if you could diversify globally and improve tax efficiency at the same time?
Invest through GIFT City to access international investments and USD-based opportunities. -
![Illustration of a family with two adults and two children holding hands, standing next to a bar graph with bars in blue and green, and a large shield symbol representing health or insurance, with a medical cross and family icon inside.]()
Insurance Solutions
Are your current insurance policies actually enough to protect your family?
We help you choose the right health and term cover - without overselling or mismatched plans. -
![A digital illustration of a financial funnel with icons of calculator and document, a bar graph showing increasing revenue with a rupee coin, stacked coins, and a person with a shining star, representing growth and success.]()
Tax Optimization
Are you using all the tax strategies available to investors?
We help optimize your portfolio with tax harvesting, rule-change planning, and ITR support.
Our Partnerships
Stories of Clarity, Trust & Confidence
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![Female - financial inclusion]()
I initially struggled for time when planning to invest in mutual funds often resulting in procrastination. Connecting with Tarun and his team at Suvidha was a game-changer. The most valuable part of the process was the deep-dive goal-planning exercise, which helped me clearly define and prioritize my financial objectives. Tarun and his team were exceptionally patient and supportive, addressing all my questions - even the silly ones - with meticulous detail. Their commitment to client success is further demonstrated by their proactive communication, keeping you informed and updated without you ever needing to follow up
Tulika Sinha, 32
Manager - M&G Global Services, Bengaluru -
![Portrait of a smiling man with dark hair and a beard, wearing a plaid shirt against a blue background.]()
I recently started using Suvidha services, and my experience has been excellent. The team was incredibly patient and proactive in understanding my investment goals and creating a detailed, personalized plan. I truly appreciate their collaborative approach and commitment to aligning the investment strategy with my needs and constraints. Amid so much noise, Suvidha was a pleasant surprise. They offer exactly the kind of services I was looking for, and I feel confident that my investment worries are finally sorted. I especially liked their goal-based investment planning - something I had heard about before but never found the right framework to actually implement. I look forward to continuing this journey with them.
Rajnish Chauhan, 30
Manager-VISA, Bengaluru -
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I was at that stage of life where I wanted to invest my savings in a strategic, smart and safe manner. I took only one step, but I have seen the Suvidha team take multiple steps to put forward an investment plan which is customised to my situations, taking care of my apprehensions and being transparent. These things infuse trust in me as an investor.Suvidha has enhanced my knowledge about the financial market and insurances. With regard to the service and approachability, Suvidha is just one call away. They are considerate to your doubts and questions however naive they are.Their team holds expertise in the investment field. Overall, a very good experience for me.
Name withheld by client, 32
Government Official, Faridabad -
![A man wearing glasses and a plaid shirt sitting at a restaurant with a smile, surrounded by other diners and a decorative ceiling with string lights.]()
After retirement, I had some savings, but I wasn’t sure what to do with them. I didn’t want to take big risks, but also didn’t want my money to lose value. That’s when I got in touch with Suvidha Investments. They spoke to me patiently, understood my needs, and explained things in a way I could easily understand. They helped me plan my expenses, keep money aside for emergencies, and also guided me on health insurance and tax saving. What I liked most is that they never pushed me into anything. It felt like talking to a family member who really wants to help. I feel much more relaxed now, knowing my money is in safe hands.
Sudhir Kumar, 60
Retired Professional, Gurugram
Frequently Asked Questions
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Our team has 10+ years of experience across banking, consulting, and financial education. We’re certified (CFP, CFGP, NISM) and have helped people at all life stages plan their money with care.
We’re SEBI-compliant, transparent, and never push products. We listen, simplify, and support you through every step.
At Suvidha, our focus is clear: honest advice and plans built around your life - not just market trends.
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We don’t chase what’s trending - we plan around your life goals. Whether it's buying a house, retiring, or taking a break, we connect your money to what matters, regularly review it, help with execution and give you a simple app to track everything.
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Our charges are simple and clearly communicated upfront. Depending on the service (mutual fund, PMS, insurance, etc.), we earn through standard distribution models - no hidden fees, no surprises.
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We choose investments based on your goals, timelines, and risk appetite - not on returns alone. Everything we suggest is backed by research and fits into your bigger financial picture.
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Returns are not guaranteed, they are market linked. Returns also depend on the kind of investment product chosen. However, through thoughtful planning, we help you align your goal based investments as per your risk appetite.
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Your money stays 100% safe because it is not held by Suvidha at any point. All your investments remain in your name with the AMCs and RTAs. You can redeem or manage your investments directly through AMC websites, CAMS/KFin, or MF Central. Your folios, KYC, and login access remain fully valid and unaffected. Our closure has no impact on your existing investments.
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No. Investors never transfer money to Suvidha Investments’ account. All payments go directly to the AMCs through secure, regulated channels - we only facilitate the investment process
Anything else on your mind?
About Us
Tarun Madan
Co Founder
10+ years of experience in Risk Management across India & US markets
Alumnus of Indian Statistical Institute (ISI), Kolkata
NISM certified for Mutual Funds, PMS, Retirement Planning & Derivatives
Karan Tekchandani
Co Founder
10+ years of experience in building and managing client portfolios across Mutual Funds & PMS
Alumnus of Lucknow University
NISM-certified for Mutual Funds, PMS & Derivatives
Backed by a team with 20+ years of combined experience | Alumni of IIM Shillong & LSR | Certified across CFP® & NISM
Get in touch
Start your journey towards financial freedom.