The Story Behind
Investway
Consultancy
Born from a passion for making finance accessible, Investway Consultancy was founded with a single mission — to be the most trusted financial partner for every household and business in Odisha.
CFP™ Certified
Built on Integrity,
Driven by Purpose
Investway Consultancy was established with a clear vision — to simplify financial decisions for every Indian. We noticed that most people either avoided financial planning because it felt complex, or fell victim to mis-selling. We set out to change that.
Under the leadership of Dillip Kumar Swain, CFP™, a qualified Certified Financial Planner with over 12 years of hands-on experience, we have guided hundreds of families and businesses in Odisha toward smarter investments, better tax planning, and total financial clarity.
Today, we proudly stand as an AMFI-Registered Mutual Fund Distributor offering a comprehensive suite of services — from mutual funds and income tax filing to GST compliance, TDS returns, accounting, and statutory audit — all under one roof.
Why You Can Trust Us
Every credential we hold is a promise of accountability, expertise and ethical practice.
AMFI Registered Distributor
Officially registered with the Association of Mutual Funds in India to distribute mutual fund products from all major AMCs — legally and ethically.
ARN HolderCertified Financial Planner™
The CFP™ is the world’s most respected financial planning credential, awarded by the Financial Planning Standards Board (FPSB) India.
FPSB IndiaIncome Tax & GST Practitioner
Qualified to file income tax returns, GST returns, TDS filings and handle all statutory compliance on behalf of individuals and businesses.
IT & GST CompliantStatutory Audit Expertise
Providing statutory and internal audit services that ensure complete regulatory transparency and compliance for businesses of all sizes.
Audit Ready12+ Years Market Experience
Over a decade of navigating bull markets, downturns, regulatory changes, and helping clients stay the course through every market cycle.
Since 2012500+ Satisfied Clients
A growing family of 500+ clients — from salaried professionals and business owners to retirees — who trust us with their financial future.
Client First
Our Philosophy
Finance is not about products — it’s about people and their dreams.
Your money should work as hard as you do — we make sure it does.
— Dillip Kumar SwainWhat We Stand For
Client-First Always
Every recommendation we make is driven purely by your best interest — no commissions influence our advice.
Radical Transparency
No hidden fees. No fine print surprises. You always know exactly what you’re paying and exactly what you’re getting.
Lifelong Partnership
We don’t just sell a product and disappear. We stay with you through every life stage — marriage, children, retirement and beyond.
Simplicity Over Jargon
Finance can be complex — our job is to make it simple, so you make decisions with confidence, not confusion.
Deep Knowledge
Across Every Domain
Our team brings specialised expertise across all the financial verticals your life and business will ever need — from building long-term wealth to staying audit-ready and tax-compliant every single year.
Let’s Build Your Financial Future — Together
Whether you’re just starting or looking to optimise, we’re here to guide every step.