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Swati Saxena — Chief Executive Officer · 4Thoughts · Bengaluru, Karnataka, India.
Direct contact
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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
Chief Executive OfficerCurrent
4Thoughts · India
Dec 2015 – Present
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.
Banking
IndusInd Bank · Mumbai, Maharashtra, India
Dec 2012 – Oct 2015
Education
- Xavier Institute of Management(XIM Bhubaneswar) — Master of Business Administration (M.B.A.), Finance and Financial Management Services · 2006 – 2008
- Sophia Sec School — GGDSD College,Panjab University