i-Yojana

The Power of Good Advice

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

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

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

LEARN MORE

CALL US

+91 9967571463

20 +

Years of Experience

600 +

Satisfied Families

100cr +

Asset Under Advice

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.

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.

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 Planning

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

TESTIMONIALS

What our Clients Have to Say About Us

Suchitra Naik

I am extremely satisfied with the financial planning services provided by Iyojana. Their team was highly professional, prompt, and exceeded my expectations with personalized guidance and seamless support throughout the process. I truly appreciate their commitment to delivering reliable and efficient service.

Our Happy Clients

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