The Siva Consultancy – Financial Planning & Advisory

Your Financial Growth, Our Expertise — 25+ Years of Trust

We craft tailored wealth strategies using deep product knowledge, data-driven insights and a transparent, client-first advisory model.

Explore Services Use Calculators

What Can We Help You With?

From wealth creation and retirement to tax efficiency and protection planning.

SIP / SWP Calculators

Project your future corpus, plan withdrawals, and make smarter investment decisions in minutes.

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Goal-based Planning

Child education, retirement, or a wealth target—we build custom roadmaps aligned with your risk appetite.

Tax-efficient Investing

Keep more of what you earn with structured, compliant tax planning strategies.

Insurance Optimisation

Right cover, right premium—life and health insurance aligned to your actual needs.

Who We Are

25 years of financial product analysis and holistic planning across banks, NBFCs and other financial institutions.

About Us

We don’t sell products—we design financial strategies. Our approach blends fundamental research, behavioral insight, and disciplined execution to help you reach your life goals: from emergency funds to long-term wealth creation and seamless retirement.

Personalised plans based on goals, horizon, and risk appetite
Wealth creation that beats inflation
Efficient tax planning and protection strategies

Why Choose Us?

25+ Years of Expertise in retail and corporate financial planning
Transparent & Client-first approach—no hidden agendas
Data-driven Decisions with continuous review and rebalancing
Holistic Coverage: Investments, Insurance, Tax & Behavioral Coaching

What Clients Say

A few words from the people whose wealth journeys we guide.

“Clear, honest and structured. Their SIP strategy helped me achieve my 8-year education fund goal ahead of time.” — R.K., Pune

“The tax planning and NPS advice were on point. The transparency and documentation gave me confidence.” — S. Iyer, Bengaluru

“Their kinesthetic training modules dramatically improved our sales team’s closing rates.” — VP Sales, NBFC

Ready to Take Control of Your Finances?

Let’s design your financial roadmap—customised, transparent, data-driven.