Dreams. Planned. Delivered.

Your Financial Growth Partners

Redwood transforms aspirations into reality through science-backed strategies, ensuring generational wealth with integrity and excellence.

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Secure Their Tomorrow.

Education. Marriage. Legacy.

From kindergarten to weddings, we build tax-smart funds so your child’s dreams are never limited by money.

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Retire with Abundance.

Freedom. Comfort. Dignity.

Plan today to enjoy leisurely sunsets—no compromises. We ensure your savings outlive you, not the other way around.

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Grow. Protect. Thrive.

Cash Flow. Succession. Stability.

Shield your business from risks, optimize cash flow, and secure your life’s work for the next generation.

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Her Money. Her Rules.

Invest. Insure. Empower.

Tailored plans for daughters, wives, and entrepreneurs—because financial independence is the ultimate security.

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Financial planners collaborating at a desk

Welcome to Redwood

Building Wealth, Securing Futures Together.

At Redwood Financial Strategists, we craft personalised financial roadmaps to turn dreams into reality. With expertise in tax planning, retirement, education funding, and business growth, we empower families and entrepreneurs to build lasting wealth. Our client-first approach combines data-driven strategies with heartfelt guidance because your financial freedom matters. Let’s grow your tomorrow, today.

Why Us

Our Value Proposition

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Expertise Across Asset Classes

From equity to real estate, we optimize returns with tax-smart strategies.

Client-Centric Financial Roadmaps

Your goals drive our plans no one-size-fits-all, only what fits you.

Tailored Wealth Solutions

Custom portfolios for education, retirement, or legacy engineered for your future.

Proven Expertise, Personalized Financial Success.

Guiding families and businesses with tailored strategies, we turn aspirations into achievements through holistic planning, trusted advice, and a legacy of client success stories.

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years of collective experience

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Happy Clients

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Investment Partners

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Portfolios being managed

Services

Strategise. Secure. Succeed. With Confidence.

From tax-smart investments to retirement planning, we craft tailored financial roadmaps that grow your wealth while protecting what matters most your family’s future.

Financial Planning

Tax Planning & Investment Planner

Minimize liabilities legally through smart deductions, LTCG strategies, and indexation benefits—keeping more of your money while staying compliant.

Financial Planning

Child Future Planning

Secure education and wedding goals with disciplined investing, tax-efficient instruments, and inflation-proof strategies tailored for your child’s dreams.

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TESTIMONIALS

What They Say About Us

The team at RFS did a detailed analysis of my investments and assets and suggested a clear, practical plan for my retirement. Their thorough efforts and sound advice have given me great peace of mind about my financial future.

Devaiah KB

Wind Chimes Medical Centre

TESTIMONIALS

What They Say About Us

We are seeking Financial planning and investment services from Ms Preeti Lodaya of Redwood Finance for quite some time now. The services provided by Ms Preeti Lodaya is different from others. They provide an exhaustive Financial plan for the family, for life, after collecting a lot of data from us. The entire process is automated and once it starts, it is hassle free for the investors.

Dr. MC Sharma

Colonel's Dental Spa

TESTIMONIALS

What They Say About Us

We have been under the wealth investment and wealth protection of Ms. Preeti Lodaya from Redwood Financial Strategists for quite some time now. The recent turbulence in the Sensex has been carefully strategized by Ms. Preeti Lodaya so that our wealth is protected. Her advice on staying invested and believing in the India Growth story is showing good results. Exponential growth with compounding effect is just round the corner for bigger gains.

Dr. MC Sharma

Colonel's Dental Spa

TESTIMONIALS

What They Say About Us

Recently I took financial planning service from Preeti Redwood financial strategist. Preethi helped us in planning kids education, retirement plan and other important financial goals. Her plan gave me so much confidence, now I can see a clear path in achieving the financial goals. I wish I met Preethi at least 10 years before so that I could have started plan early.

Anil Babu T

iCAKE

TESTIMONIALS

What They Say About Us

Since last three and a half years, we have been on Mrs. Preeti Lodaya’s advice and have invested with her. Even through the recent two lockdowns and economic slowdown, her apt advice has helped us grow our fund much beyond our anticipation. They are true to their statement 'Let the Money Work For You'.

Vyvaswatha Banavathy K

Banavathy Power Systems Pvt. Ltd.

TESTIMONIALS

What They Say About Us

I have been fascinated by Preeti Lodaya’s success story of her client’s investments in equity, mutual funds and its exponential growth. This curiosity had prompted me to have a one-to-one meeting with her. I was amazed by her knowledge and expertise in financial investments. Took a call to get into a Systematic Investment Plan based on her advice. I am pleasantly surprised to see my investment value is growing in parallel with the market value.

Rajakumar S

Curtain Spa

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Start Today

Get a Quick Consultation

Book a free 15-minute call—let’s map your goals and unlock the right financial strategy for you.

    OUR BLOGS

    Wisdom for Wealth & Prosperity

    Explore actionable insights on tax hacks, smart investing, and legacy planning—turning financial knowledge into power for your family’s future.

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    Investment Strategies for Indian Markets During Times of War

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    Wealth Creation and Spirituality

    Why does a wealth creator need to understand spirituality? There...

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    Financial Analysis and Planning – The need of the day

    Amazing isn’t it? We all know how to make money...

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    Your Questions Answered

    Find clarity on tax strategies, investment plans, and financial security—expert insights to address your most pressing money questions with confidence.

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