Don’t wait for someday to invest

Your financial plans need you to

act now!

The most important financial decision isn’t where to invest - it’s why!

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Mission and Vision

At Sow2Grow, 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

There are needs, responsibilities, and dreams - we help you plan your money around all of them

Financial Goals Planning

We help you plan for a peaceful retirement, with monthly income that keeps up with life and inflation

Retirement Planning

Mutual Funds

Tailored mutual fund portfolios based on risk profile, goals, and timelines

Alternate Investment Funds

Go beyond mainstream investing with access to exclusive, research-backed
PMS, AIF & SIFs

Insurance Solutions

Life and Health insurance products to safeguard your family’s future

Tax Optimization

Structuring your investments to reduce tax burden and boost returns

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Stories of Clarity, Trust & Confidence

  • 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 Sow2Grow 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.Sow2Grow has enhanced my knowledge about the financial market and insurances. With regard to the service and approachability, Sow2Grow 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

  • I recently started using Sow2Grow 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, Sow2Grow 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

  • 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 Sow2Grow. 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

About Us

We are a team of experienced, certified professionals with backgrounds in statistics, commerce, and financial planning. With over a decade of combined experience in managing investments for retail clients, we bring depth and practical insight to every financial decision.

Our qualifications include:

Certified Financial Planner (CFP) and Chartered Financial Goal Planner (CFGP) credentials

Postgraduate education from premier institutes like Indian StatisticaI Institute, Kolkata & Lucknow University

Certifications from NISM (National Institute of Securities Markets) in Mutual Funds, PMS, Securities Markets, Financial Education & Retirement Planning

We’ve worked with clients across different life stages, helping them plan, protect, and grow their wealth through customized, goal-based strategies - not product pushing.


At the core of our work is a simple principle: honest advice, backed by research, always aligned with your goals.

Frequently Asked Questions

  • 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 Sow2Grow, our focus is clear: honest advice and plans built around your life - not just market trends.

  • 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.

  • 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.

  • 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.

  • 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.

Anything else on your mind?

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