ABOUT US
At SLD FINANCE, we believe that financial decisions should bring clarity, confidence, and long-term security.
Our mission is to help individuals and families achieve their financial goals through disciplined investing, thoughtful planning, and personalized guidance. Founded and managed by Sandesh Dalvi, an AMFI Registered Mutual Fund Distributor (ARN-33892), APMI Registered PMS Distributor (APRN08058), and qualified Insurance Advisor, SLD FINANCE has built a reputation for trust, transparency, and long-term client relationships.
We understand that every individual’s financial journey is unique. Therefore, our approach begins with understanding your life goals, responsibilities, risk profile, and future aspirations. Based on this understanding, we provide customized solutions covering Mutual Funds, Portfolio Management Services (PMS), Health Insurance, Retirement Planning, Child Education Planning, Tax-Efficient Investing, and Long-Term Wealth Creation. Today, we proudly serve 1,500+ families across India, helping them make informed financial decisions with confidence. Our clients include salaried professionals, business owners, senior executives, retirees, and families planning for future milestones.
What sets us apart is our relationship-first philosophy. We believe successful investing is not about chasing short-term returns but about following the right process consistently. Through regular reviews, transparent communication, technology-enabled portfolio access, and continuous guidance, we help clients stay focused on their long-term goals.
At SLD FINANCE, transparency is non-negotiable, trust is priceless, and every client relationship is built for the long term.
Guiding Your Money Today. Securing Your Tomorrow.