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Your Wealth, Our Golden Touch

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About us

Goldwin Wealth empowers clients in India to achieve their financial goals through expert guidance in mutual funds, insurance, taxation, and financial planning. By combining deep financial knowledge with cutting-edge technology, we deliver personalized, transparent, and reliable solutions tailored to the unique needs of the Indian market.

As India experiences rapid economic growth, the need for sound financial planning has never been greater. At Goldwin Wealth, we simplify the complexities of wealth management, ensuring your financial journey is smooth and secure. We are partners in your financial journey and we're committed to guiding you every step of the way—whether you’re building an investment portfolio, protecting your future with insurance, optimizing taxes, or planning for long-term stability.

About the founder

Roshan Bavishi is the founder of Goldwin Wealth, a premier wealth management firm dedicated to empowering clients through strategic financial planning and investment expertise.

With a strong acacdemic foundation as a Chartered Accountant (CA) and a CFA charterholder, Roshan is one of the very few professionals in the field to hold both of these credentials. This combination of expertise sets him apart as a highly trusted advisor in the financial industry.

Roshan’s professional journey began with a rigorous training in business valuations during his tenure at PwC, one of the world’s most prestigious professional advisory firms. At PwC, he honed his analytical skills, gaining deep insights into complex financial structures and valuations, which laid the groundwork for his future endeavors in wealth management.

​At Goldwin Wealth, Roshan is committed to delivering exceptional value to clients by combining his technical expertise with a personalized approach. His philosophy centers around creating long-term relationships based on trust, transparency, and a deep understanding of each client’s unique financial needs.

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Services

Our Services

Tailored Solutions for Your Financial Success

Mutual Funds 

Portfolio Management Services

Insurance Advisory

Tax planning and Corporate Financial Advisory

Succession Planning

Partners

Our partners 

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Contact

CONTACT

Let’s Work Together

23 Kalighat Road, Goldwin Apartment, 1st Floor, Kolkata-700025

Phone - 9903096267

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