At SLD Finance, our work is guided by a clear belief financial decisions should bring clarity, confidence, and long-term security. We are driven by a passion for spreading financial awareness, supported by deep expertise and years of hands-on experience. Our journey began with a simple purpose: to help individuals and families build financially safe, secure, and confident lives, regardless of their background or life stage. As we grew, we carefully expanded our range of services in line with our clients’ evolving needs, ensuring that every solution we offer delivers genuine value and sustainable, long-term benefit.

Founded in 2007 by Sandesh Dalvi, an AMFI-certified Mutual Fund Distributor and a qualified Insurance Advisor., SLD Finance is built on the belief that long-term financial success is not about chasing short-term returns, but about following the right process consistently. Our advisory approach begins with understanding each client’s life stage, responsibilities, income structure, risk comfort, and future aspirations. Only after gaining this clarity do we design customized strategies covering investments, mutual funds, insurance protection, retirement planning, tax-efficient investing, and long-term wealth creation. Every recommendation is goal-driven, practical, and tailored never generic or one-size-fits-all. Under his guidance, we advise and manage the financial journeys of 1000+ clients across India, helping them navigate investments, insurance, and long-term wealth planning with clarity and confidence. His philosophy is rooted in one core principle: every individual’s financial needs and aspirations are unique, and therefore deserve personalized attention, honest advice, and thoughtful planning.

Over the years, we have established ourselves as a dependable and knowledgeable advisory firm in the areas of investments, insurance, and wealth management. Our services are highly personalized because we strongly believe that just like people, no two financial journeys are the same. Designing, implementing, and reviewing financial plans form the foundation of everything we do. We do not view our relationships as transactional; to us, every client relationship is long-term. We take pride in treating our clients as an extended family and accept responsibility for their financial well-being with the same sense of care and commitment. As the financial landscape evolved, we consciously strengthened our focus on technology, transparency, and ease of access. Today, our clients benefit from individual login facilities that allow them to view their portfolios anytime, anywhere  across web and mobile platforms. We ensure regular updates, clear reporting, and continuous handholding. More importantly, we help clients understand what the numbers mean and guide them on the right actions to take next. We don’t just share information; we explain it in simple Marathi and English, ensuring complete transparency at every stage. This relationship-first philosophy has helped us earn the trust of 1500+ families with growth driven almost entirely through referrals and long-standing relationships. Our clients salaried professionals, business owners, senior executives, and parents planning for their children’s future value our calm, transparent communication and our commitment to ongoing guidance rather than one-time advice.

At SLD Finance, we firmly believe that while performance matters, process matters more. Long-term wealth is created through consistency, patience, and informed decision-making. Our promise to every client is ethical advice, clear explanations without jargon, solutions aligned with real-life goals, and continuous support through regular reviews and open communication. Transparency is non-negotiable, relationships are permanent, and trust is priceless. Our most valuable asset is you and the faith you place in us and we value that above everything else.