investwayconsultancy.com

AMFI-Registered Mutual Fund Distributor

Your Trusted Partner in
Financial Growth &
Tax Planning

Expert guidance on Mutual Funds, Income Tax, GST, TDS, Accounting & Audit — all under one roof, led by a Certified Financial Planner.

500+
Happy Clients
12+
Years Experience
₹50Cr+
AUM Managed
AMFI Registered ✓
Dillip Kumar Swain – Certified Financial Planner
CFP Badge
Dillip Kumar Swain Certified Financial Planner
Trusted by:
SEBI Compliant
AMFI Registered
CFP Certified
GST & Tax Expert
Rupee — Investway Consultancy

Dillip Kumar Swain

Certified Financial Planner (CFP™)

12+ Years
About Us

Investway Consultancy —
Where Finance Meets Clarity

We are an AMFI-Registered Mutual Fund Distributor based in Odisha, dedicated to helping individuals and businesses achieve financial clarity and growth. Led by Dillip Kumar Swain, a Certified Financial Planner (CFP™), we provide holistic financial and tax services under one roof.

AMFI Registered Distributor Authorised to distribute all major mutual funds in India
CFP™ Certified Planner Globally recognised certification in financial planning
GST, TDS & Tax Expert Comprehensive tax compliance and advisory services
What We Offer

Comprehensive Financial Services

From investments to compliance — we cover every aspect of your financial journey.

Mutual Fund

SIP, lump sum & portfolio planning across equity, debt, and hybrid funds tailored to your goals and risk appetite.

Income Tax

ITR filing, tax planning & advisory for individuals, businesses & professionals. Save more, stress less.

GST

GST registration, return filing (GSTR-1, 3B, 9), reconciliation & full compliance management for your business.

TDS

TDS return filing (24Q, 26Q), TDS calculation, deductee reconciliation & notices handling.

Accounting

Day-to-day bookkeeping, P&L statements, balance sheets & MIS reports for small and medium enterprises.

Audit

Statutory audit, tax audit & internal audit services ensuring transparency and regulatory compliance.

Why Choose Us

Finance Made Simple,
Smart & Secure

1

One-Stop Financial Solution

Investments, tax filing, compliance — everything handled by a single trusted advisor so nothing falls through the cracks.

2

Certified & Experienced

CFP™ certification backed by 12+ years of hands-on experience with hundreds of clients across Odisha.

3

Personalised Approach

No cookie-cutter plans. We understand your financial situation and craft strategies specific to your life stage and goals.

4

Transparent & Ethical

Zero hidden fees. We always act in your best interest — full disclosure, always.

500+

Active Clients Served

Growing

₹50Cr+

Assets Under Management

+18% YoY

100%

Compliance Rate

On Track
The Power of SIP

₹5,000/month Can Grow
Into ₹1 Crore+

Disciplined SIP investing harnesses the power of compounding. Even a modest monthly investment, started early, can create extraordinary wealth over time. Let us show you the way.

Compounding Returns Money grows on money — time is your greatest asset
Rupee Cost Averaging Buy more units when markets fall, fewer when they rise
Expert Fund Selection Curated portfolios matched to your risk profile and goals
Start My SIP Today
Monthly SIP → Wealth at maturity
5,000
₹500₹1L
12%
1%30%
25 Yr
1 Yr40 Yr
Invested Amount₹15.00 L
Est. Returns₹90.47 L
Total Value₹1.05 Cr
Start My SIP Today

Ready to Secure Your Financial Future?

Book a free 30-minute consultation with Dillip Kumar Swain today.

Call Us +91 98611 34300
Email Us info@investwayconsultancy.com
Visit Us B-4, Palaspalli, Near Naveen Niwas, Bhubaneswar – 751020, Odisha
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