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Office 11, Dosti Shoppe Link Mall, Wadala (E), Mumbai – 400037

i-Yojana

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The Power of Good Advice

Our Goal is to make complex financial matters feel simple, structured and stress free

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ABOUT US

Our Experts are the Finest

At i-Yojana, we believe wealth is not just about money — it’s about freedom, security, and living life with confidence.

For over 20 years, we’ve helped families and individuals make smarter financial decisions with clarity, discipline, and trust.

Personalized strategies, not one-size-fits-all advice
Long-term wealth creation over short-term noise
Consistent planning to protect and grow your future

Our Vision

“To make disciplined financial planning a way of life for every individual.”

Our Mission

“To provide reliable wealth management solutions tailored to every stage of life”.

LEARN MORE

CALL US

+91 9967571463

“We don’t just help you invest better. We help you build a future where your money gives you peace of mind, financial confidence, and the freedom to live life on your terms.”

Supriyaa Kubal

Founder

20 +

Years of Experience

600 +

Satisfied Families

100cr +

Asset Under Advice

Meet the Team



Meet the Team

Aditya Hirve

Risk Analyst

With 3+ years of experience in financial markets as a trader, he brings sharp market insight and a strategic investment approach. As an IRDA-certified insurance advisor, he helps clients build balanced financial solutions through smart investing, risk protection, and goal-focused planning.



Meet the Team

Jinal Mehta

Wealth Manager

With over 5 years of leadership experience at TD Bank, she brings global expertise in banking, financial compliance, and market strategy. Her international perspective and client-first approach empower individuals to make smarter, confident, and future-focused financial decisions.



Meet the Team

Supriyaa Kubal

Founder

With 30+ years of experience across ICICI Bank, Union Bank of India, and the financial advisory industry, she brings trusted expertise in wealth creation and financial planning. As a Certified Financial Planner (CFP), she is dedicated to helping families build secure and confident financial futures.

OUR TOP SERVICES

Taking Your Finances to the Next Level

Wealth Management
  • Portfolio Analysis
  • Investment Planning
  • Risk Profiling & Suitability
Goal Based Investment
  • Children’s Education Planning
  • Dream Home Planning
  • Vacation Fund Planning
Retirement Planning
  • Pension Planning
  • Corpus Structuring
  • Income Planning
Insurance Planning
  • Life & Term Insurance
  • Health Insurance
  • General Insurance
Alternative Investments
  • PMS Investments
  • SIF Opportunities
  • AIF Investments
Estate Planning
  • Succession Planning
  • Will & Trust Advisory
  • Estate Optimisation

Clear Guidance. Strong Results.

What stood out most was how clearly every investment option was explained. Their honest guidance and smart planning helped me achieve better returns than I had imagined.

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A Team That Truly Delivers

From day one, the process felt smooth, transparent, and stress-free. The iYojana team understood my financial goals perfectly and helped me achieve returns beyond my expectations.

Jenil Vira

Channel Partner

Trust, Support & Peace of Mind

i-Yojana feels less like a financial service and more like a trusted partner. Friendly people, reliable advice, and timely goal achievement made the entire experience exceptional.

Suchitra Naik

Principal, Joshi Bedekar College

Our Happy Clients

DOCTORS LAWYERS PROFESSIONALS NRI’s BUSINESS OWNERS CXO’s