About Us

Your Trust. Our Expertise. Your Financial Future.

At Avadhi Financials, we believe that financial planning is not just about numbers—it is about people, aspirations, security, and the future you envision for yourself and your family.

Built on the foundation of trust, integrity, expertise, and personalised service, Avadhi Financials is committed to helping individuals, families, and businesses make informed financial decisions and build lasting wealth.

Our approach is simple yet powerful: understand your goals, assess your needs, recommend the right solutions, and remain with you throughout your financial journey.

Our Leadership

Mr. Awadhesh Singh a Certified Financial Planner (CFP) governed by FPSB, Director of Avadhi Financials, brings 21+ years of rich experience in Wealth Management and Banking, including extensive professional experience with Kotak Mahindra Bank, ICICI Securities Ltd, Cornerstone Portfolio Services and Nj India Invest Pvt. ltd. His deep understanding of wealth management, investment solutions, client relationships, and banking practices forms a strong foundation for the organisation. He has extensive experience in understanding diverse client needs and managing long-term financial relationships.

Along with Mr. Kaushal Kumar Singh, Director, he is focused on creating a client-centric organisation that combines professional financial guidance with technology-enabled services and strong relationship management.

Mr. Awadhesh Singh and Mr. Kaushal Kumar Singh, are committed to create a client-first financial services platform based on trust, transparency, personalised guidance, professional expertise and long-term relationships.

Their vision is to make professional financial guidance accessible and understandable for every client—irrespective of the size of their investment.

Our Operations Head, Ms. Jayeeta Roy, having 21 years of experience in ICICI Bank ltd in Banking Operations and NRI services plays a key role in ensuring seamless execution, client servicing, operational excellence, and timely support across our services.

More Than Investments—A Long-Term Partnership

At Avadhi Financials, we understand that every client is different. Your income, responsibilities, aspirations, risk profile, family requirements, and financial goals are unique.

That is why we do not believe in a “one-size-fits-all” approach.

We focus on personalised financial planning and wealth management solutions designed around your individual objectives. From wealth creation and mutual funds to insurance and long-term financial planning, our endeavour is to provide solutions that are aligned with your needs.

Our process revolves around four fundamental principles:

Understand → Plan →Execution-> Review

We understand your financial objectives, design a suitable strategy, assist in implementation, and continuously review your portfolio as your circumstances and markets evolve.

Research-Driven & Unbiased Approach

We believe that every recommendation carries a responsibility.

Before recommending any financial product, we focus on careful research, analysis, suitability, risk assessment, and understanding of the client's objectives.

Our objective is not simply to sell a product, but to help clients make informed and responsible financial decisions.

Technology at Your Fingertips

We combine personal relationships with modern technology to make financial services simple, transparent, and accessible.

Our clients benefit from convenient digital access to their investment information, portfolio updates, reports, and other important details—anytime and from anywhere.

We believe technology should make financial management easier, while our team remains available to provide the human guidance and support that technology alone cannot replace.

Our Commitment to You

At Avadhi Financials, our relationship with a client does not end after an investment is made.

We believe in continuous engagement, regular reviews, proactive communication, and dependable after-sales service.

We help our clients understand their portfolio, reports, performance, and the actions that may be required as their financial journey progresses.

Our commitment is built on:

• Trust & Integrity
• Client-First Approach
• Personalised Financial Planning
• Research & Due Diligence
• Transparency
• Technology-Enabled Services
• Continuous Portfolio Review
• Long-Term Relationship Management

Our Vision

To become a trusted financial partner for every family we serve, helping them move confidently from financial uncertainty towards financial independence, security, and prosperity.

Our Promise

We don't just manage investments.

We build relationships, create awareness, and help you build a financially stronger tomorrow.

At Avadhi Financials, you are not just a client—you are a valued part of our extended family.

Avadhi Financials

Your Trusted Partner in Financial Planning & Wealth Creation