Spread Financial Literacy

We are a full-service financial planning and wealth management firm founded with the sole purpose of serving as a navigator on your route to wealth creation. We focus on creating customized solutions tailored to meet individual and unique financial goals. Our experience and specialized knowledge will be at your side to guide you with financial planning — from building your wealth to making timely investments that can fund your children’s education and living the good life into retirement.

Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.

To make Goal-based customized Financial Plan accessible to all and to spread Financial Literacy.


To make a high-quality financial plan affordable to everyone, irrespective of their wealth status. Our dream is to make financial freedom a reality through literacy, planning, and execution, thereby allowing individuals and families to live their life well in the present and enjoy their well-earned success while being adequately prepared for any eventuality that life may throw at them.

Our Services

Investment Planning


Goal-Based Investment Planning

Risk Planning

Retirement Planning

Child Future Planning

Major Purchase Planning

Tax Planning

Estate Planning

Loan/Debt Advisory

Why Us

Client Focused

Our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future.


We focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions.


At Live-Well Financial Planners, we believe in a comprehensive approach to building and preserving wealth.

What Our Clients Say

NIRAV PRAJAPATI Software Developer

I have been with Live-Well since 2016, they helped me plan for my future based on my current savings and recommended the right funds to invest.


I work for an IT services company and due to my hectic schedule, I was not able to manage my money and leaking heavy chunk of my money into traditional insurance policies and ULIP. After availing Live-Well services, I was able to invest in the right avenues with their advice.

NISHA Software Developer

I used to save money by investing surplus amount in traditional investments like FD and RD but after Live-Well suggestion, I was exposed to invest into Mutual Funds to fulfill my long-term financial goals.


I work for an MNC and due to my busy schedule, I was not able to save money for future but with the help of Live-well now I am able to cut down my unnecessary expenses and have been able to save for my future.