Modi Advisory

investorsupport@modiadvisory.in

Call us: 91 8104482479

About us

Navigating Your Financial Future, One Step at a Time

At Modi Advisory, we believe that financial success is not just about numbers—it’s about understanding your dreams, your challenges, and your unique financial journey. Established with a vision to empower individuals especially working women with proficient investment guidance, we have become a trusted partner for those seeking to secure their financial future.

Custom Planning

Where Your Financial Goals Become Reality

Trusted Advice

Mixture of imagination, experience and professionalism is the secret of our design!

Complete Services

We are proud of our amicable, professional and always developing team!

Director Desk - Modi Advisory

Strategic Insights and Leadership Guidance for Progressive Growth

Myself Vandana Modi, I am a Finance postgraduate from DAVV Indore. I worked for private sector banks like HDFC and Axisfor about 8 years and learned about wealth mgt, NRI services and retail banking till 2013. Then I started my solopreneur journey in June 2017 and during the early days of this journey itself I figured out that he contribution from females in our economy is on rise so my focus is to guide , assist and empower working women in the area of personal and family finances.

HOW WE WORKs

Your financial plan will be as unique as your goals.

We don’t believe in a one-size-fits-all approach. Our team takes the time to understand your unique financial goals, risk tolerance, and life aspirations. We then craft a customized financial plan tailored specifically to you, ensuring every step is aligned with your vision for the future.

With years of experience in the financial industry, our advisors bring deep knowledge and proven strategies to the table. We stay updated on the latest market trends and investment opportunities, so you can trust that you’re receiving top-tier advice.

At Modi Advisory, your success is our priority. We are dedicated to helping you achieve financial independence and security. We work closely with you, providing ongoing support and adjusting strategies as your needs and circumstances evolve.

We pride ourselves on operating with the highest level of integrity. Our fee structures are transparent, and our advice is always in your best interest. You’ll never have to worry about hidden fees or conflicts of interest.

From investment planning and retirement strategies to tax optimization and estate planning, we offer a full range of financial services. This holistic approach ensures that all aspects of your financial life are well-coordinated and working together towards your goals.

Our clients’ success stories speak for themselves. Many have achieved their financial goals faster and with greater confidence, thanks to our guidance. We’re proud of the long-lasting relationships we’ve built with our clients, many of whom have been with us for years.

We believe that financial advice should be accessible to everyone. Whether you’re a seasoned investor or just starting out, we’re here to help. Our friendly, approachable team is always available to answer your questions and provide the guidance you need.

Our Commitment to You

Trust. Strategy. Success.

we are more than just financial advisors; we are your partners in achieving financial independence. We are dedicated to helping you make informed decisions, manage risks, and seize opportunities that will lead to lasting financial success.

Why choose us

We work to an extremely high standard of customer satisfaction

Personalized Approach

We don’t believe in one-size-fits-all solutions. Your financial plan will be as unique as your goals.

Expert Guidance

With years of experience and a track record of success, our advisors provide insightful, informed, and reliable advice.

Transparent Practices

No hidden fees, no surprises—just honest, clear communication at every step.

Ongoing Support

Our relationship doesn’t end once the plan is in place. We’re with you every step of the way, adjusting strategies as your life and goals evolve.

Join

Join Us on Your Financial Journey

We invite you to explore how Modi Advisory can help you achieve your financial goals. Whether you’re just starting out or looking to refine your strategy, we are here to guide you every step of the way.

Our Story

Schedule a free consultation

Founded by Vandana Modi in 2005, Modi Advisory was born out of a deep passion for financial planning and a commitment to helping clients achieve their financial goals. Over the years, we have grown from a small team of dedicated professionals to a leading advisory firm known for our personalized approach and unwavering integrity.

Our Mission

Our mission is simple yet profound: to provide our clients with the knowledge, strategies, and tools they need to build a secure and prosperous financial future. We believe that everyone deserves the opportunity to achieve financial freedom, and we are here to make that possible.

Our Values

  • Integrity

  • Excellence

  • Client-Centricity

  • Innovation

Our Clients

Here's what our satisfied clients are saying

I came in contact with vandana madam on a WhatsApp group, and did a small investment with her. She helped me with it very positively. And after that for all my and my parents investment work, I always call her only. She is very prompt and clear in her communication and services. She will listen and understand your needs and limits carefully and suggest you accordingly. Highly recommended !!
Veena Chandak
Fine Artist, Thane(w)
I've been associated with Modi Advisory for over five years, and Vandana Modi, the Prime advisor is an exceptionally knowledgeable advisor. She truly safeguards your investments and ensures you achieve significant returns. With her extensive expertise in mutual funds, bonds, corporate FDs, MLDs, insurance, and more, Modi Advisory serves as a comprehensive solution for all my financial needs.
Padmaja Sameer Umrale
Immigration consultant

QUALITY OF WORK

Milestones that we proudly accomplished & lead us forward.

Years In Business
1 +
Cities
1 +
Investors
60 +
Country
2 +