Swati Saxena

CEO

Bengaluru, Karnataka, India17 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of one of India's few women-led wealth advisory firms.
Managed assets exceeding ₹10,000 crore.
Recipient of the Business Excellence 2025 Award.

Stackforce AI infers this person is a Wealth Management expert with a focus on risk management and financial planning.

Contact

shrivastavaswati121@gmail.com LinkedIn

Skills

Core Skills

Wealth ManagementRisk Management

Other Skills

compliancelong-term financial planningcapital structuring

About

Swati Saxena founded 4Thoughts Finance in 2015 to serve first-generation and technology entrepreneurs- a segment often underserved by traditional wealth management. With over 20 years of experience in corporate lending, capital structuring, and wealth management, she specialises in risk management, compliance, and long-term financial planning with end-to-end execution. The firm operates through research-driven frameworks and proprietary systems designed to enhance financial prudence and portfolio governance. Under her leadership, 4Thoughts Finance manages Assets Under Advice exceeding ₹10,000 crore, with Singapore operations currently underway. She leads one of India’s few women-led wealth advisory firms and was honoured with the Business Excellence 2025 Award. To connect, she can be reached at-s.swati@4thoughtsfinance.com

Experience

17 yrs 9 mos

Total Experience

4 yrs 5 mos

Average Tenure

10 yrs 5 mos

Current Experience

4thoughts

Chief Executive Officer

Dec 2015 – Present · 10 yrs 5 mos · India

As a family office, 4thoughtsFinance addresses all fronts of its clients’ multi-generational financial needs, a one stop solution. We take pride in enabling our clients to manage the key decisions of their life with simplicity and assist in smooth execution.The group operates in Global asset management and till now has grown by working strictly with client relationships obtained via referrals.

risk managementcompliancelong-term financial planningcapital structuringwealth management