Welcome to
Goldwin Wealth
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Expert wealth management backed by CA + CFA credentials and Big4 experience. Your financial future deserves nothing less than excellence.
Goldwin Wealth is a premier wealth management firm headquartered in Kolkata, dedicated to helping individuals, families, and businesses achieve their financial goals through disciplined, personalised strategies.
Founded on the principles of integrity, transparency, and client-first advisory, we blend deep financial expertise with genuine care for every client's unique journey. From mutual fund distribution and portfolio management to tax planning and succession — we are your lifelong financial partner.
Roshan Bavishi is a dual-credentialed financial professional holding both the Chartered Accountant (CA) designation from ICAI and the prestigious CFA® Charterholder title from CFA Institute — a rare combination that places him among the most rigorously trained wealth managers in India.
Before founding Goldwin Wealth, Roshan honed his skills at PricewaterhouseCoopers (PwC), one of the world's leading professional services firms, where he developed deep expertise in financial advisory, audit, and corporate strategy. This Big4 background gives his clients an institutional-grade perspective on every financial decision.
His mission is simple: to democratise wealth management excellence and bring the same quality of advice available to ultra-high-net-worth clients to every aspiring Indian family.
Six pillars of financial excellence designed to protect, grow, and transfer your wealth across generations.
Curated mutual fund portfolios aligned with your risk profile and financial goals — from equity and debt to hybrid and international funds.
Bespoke PMS solutions offering direct equity strategies, discretionary portfolio management, and performance-driven investment advisory.
Comprehensive insurance planning — life, health, and general — to safeguard your family and assets against unforeseen events.
Strategic tax optimisation, ITR filing, business financial structuring, and compliance advisory for individuals and corporates — leveraging deep CA expertise.
Thoughtful wealth transfer strategies — wills, trusts, family governance, and estate planning — ensuring your legacy is preserved and passed on seamlessly.
Structured investment plans mapped to your life goals — retirement, children's education, home purchase, or wealth creation — with milestone-based tracking.
Use our interactive calculators to visualise the power of compounding and plan your investment journey.
Start with as little as ₹500/month and let compounding do the rest.
Invest once and watch compounding multiply your wealth over time.
We partner with India's leading asset management companies and financial institutions to bring you the best investment options.
Reach out for a complimentary consultation. We're here to answer every question about your financial future.