Where Advice Goes Beyond Money.

Financial Planning That Helps You Build Wealth With Confidence

Money is more than numbers. It is your freedom, your family's security, your dreams, and your peace of mind.

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years of experience in managing own and family money.

About Company

Why Light Year Advisory?

At Light Year Advisory, we believe financial planning is not about chasing the highest returns. It is about making better financial decisions, avoiding costly mistakes, and creating a roadmap that helps you achieve your life's goals with confidence.

Instead, we help you understand your money, build long-term wealth, and make informed financial decisions that truly benefit you and your family. Whether you're just starting your financial journey or already have substantial investments, we're here to guide you every step of the way.

Your goals. Your dreams. Your financial freedom.

Meet - Founder & Proprietor – Light Year Advisory

Varun Haresh Dodhia

My journey into investing didn't begin with money it began with books.

During college, a friend introduced me to reading, and it soon became a lifelong habit. In 2014, while pursuing CMA, I read Rich Dad Poor Dad. One lesson stayed with me: "Use your income to create assets that generate more income." That single idea changed the way I looked at money forever.

Soon after, Money: Master the Game introduced me to Mutual Funds and SIPs. Despite being a student living on pocket money, I started my very first SIP in September 2014—one that continues even today.

As my financial knowledge grew, I made difficult but informed decisions, including surrendering an unsuitable insurance policy and redirecting that money into long-term investments. After starting my career in 2015, I secured my future with Term and Health Insurance and continued learning about investing, financial planning, and human behaviour around money.

The market crash during COVID tested my conviction, but discipline over emotions helped us stay invested and achieve important family milestones.

Today, my mission through Light Year Advisory is simple—to help individuals and families make smarter financial decisions, build lasting wealth, and achieve financial peace of mind.

Because true financial advice goes beyond money.

Our Services

Comprehensive Financial Planning

Financial planning is much more than choosing the right Mutual Fund. It is about understanding your entire financial life and creating a roadmap that helps you achieve your goals without unnecessary stress. Every recommendation is made keeping your life goals at the centre not commissions or product sales.

  • Buying a vehicle
  • Home renovation
  • Foreign Vacation
  • Business Capital
  • Higher Studies
  • Children's Education
  • Children's Marriage
  • Direct Equity Advisory for HNIs and UHNIs
Buying a vehicle
Home renovation
Foreign Vacation
Business Capital
Higher Studies
Children's Education
Children's Marriage
Direct Equity Advisory for HNIs and UHNIs

our Service

What We Help You With

  • Cash Flow
  • Budget Planning
Cash Flow & Budget Planning

Cash Flow & Budget Planning

Know exactly where your money goes.
We'll help you create a practical monthly plan so you can save more
without compromising your lifestyle.

  • Fund Planning
Emergency Fund Planning

Emergency Fund Planning

Unexpected events can happen anytime.
We'll help you build an emergency fund so that financial
setbacks don't become life setbacks.

  • Asset Allocation
Investment Planning

Investment Planning

Whether you're new to investing or already have a portfolio, we'll help you invest
wisely based on your goals, time horizon and risk profile.

  • Term & Health Insurance
  • Existing policy review
Insurance Planning

Insurance Planning

Insurance is meant to protect your family—not become an investment.

  • Short , Medium & Long Term Goals
Goal-Based Financial Planning

Goal-Based Financial Planning

Every investment should have a purpose.
Whatever your dream is, we'll help you create a plan to achieve it.

  • Retirement corpus
  • Inflation impact
Retirement Planning

Retirement Planning

Retirement isn't just about stopping work.
It's about ensuring your money continues working for you.

  • Withdrawal strategy
Tax Planning

Tax Planning

We'll guide you on making tax efficient financial decisions while
keeping your investments aligned with your goals.

  • Our Services
Estate Planning

Estate Planning

Help ensure your assets are transferred smoothly to your loved ones
through proper nomination and estate planning guidance.

our Process

How We Work

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Step - 1

Initial Discussion

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Step - 2

Engagement

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Step - 3

Payment

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Step - 4

Financial Information

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Step - 5

Personal Planning Sessions

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Step 6

Ongoing Support

our Process

How We Work

Icons-01

Step - 1

Initial Discussion

Icons-02

Step - 2

Engagement

Icons-03

Step - 3

Payment

Icons-04

Step - 4

Financial Information

Icons-05

Step - 5

Personal Planning Sessions

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Step 6

Ongoing Support

Most Important

What You Should NOT Expect

We believe in setting the right expectations.

We do not provide:

If you’re looking for shortcuts, we’re probably not the right fit.

If you’re looking to build wealth patiently and intelligently, we’d love to help.

Cash Flow & Budget Planning Investment Planning Wealth Creation Risk Management Insurance Planning Tax Planning Retirement Planning Estate Planning

LET’S CONNECT

Let's Begin Your Financial Journey

Better money decisions lead to better life decisions.

Let’s work together to build a future where your money supports your dreams not your worries.

BSE Enlistment No.: 2541

Type of Registration : Sole Proprietor

Registration number: INA000022899

Validity of registration: Perpetual

Telephone numbers: 7046730917

Principal Officer Name: Varun Haresh Dodhia

Our Services

Reach Us

Gujarat, India

E-202, Shubham Green City SR No- 79/1/B NEW-257,, Tighra, Valsad, VALSAD, GUJARAT, 396185

“The grievance can be lodged with SEBI through the SMART ODR Portal or through SCORES

Standard warning – “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Disclaimer – “Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Terms and Conditions

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