An independent firm built around
thoughtful advice
We work with clients facing important financial decisions and help them bring tax, investment, estate, business, and family considerations into one clear, coordinated plan.
Our approach is grounded in independence, fiduciary responsibility, careful work, and respect for the values that shape a family’s financial life.
How we work with clients
Direct relationships
Clients work directly with experienced advisors who stay involved in the work.
Responsive coordination
We bring the right people and decisions together when timing matters.
Thoughtful flexibility
Solutions based around needs, values and goals.
Advice shaped by real life
Starting with actual priorities, constraints, and responsibilities.
Wealth is not a number.
It is a responsibility.
Kubhera is named for a traditional symbol of wealth, not as a statement about status, but as a reminder that wealth carries responsibility. We believe financial planning should help families make sound decisions, care for the people they love, and steward resources thoughtfully over time.
01
Clarity
We translate sophisticated financial concepts into plain language so you can make confident, informed decisions without needing a law degree.
02
Responsibility
We approach planning with care, discipline, and a long-term view.
03
Discretion
Financial matters are personal, and we treat them with appropriate privacy and respect.
04
Stewardship
Good planning is not just about accumulation; it is about using wealth thoughtfully across time, family, and community.
Our Team
Swamy Krishnaswamy
Founder & Financial Strategist
Roman Bulawski
Director of Financial Planning
David Hoff
Research Analyst
Ethan Schneid
Financial Advisor
Ganga Mukkavilli
CPA & Tax Strategy Partner
Princeton, New Jersey
Kubhera Enterprises, LLC
742 Alexander Road, Suite 305
Princeton, NJ 08540
TEL: 609-799-5900
FAX: 609-799-5909
EMAIL: info@kubhera.com
Regulatory Information
Entity
Kubhera Enterprises, LLC
Registration
Registered Investment Advisor (RIA)
Fiduciary
Yes — legally required to act in your interest at all times
Compensation
Fee-only. No commissions. No product incentives.
Affiliation
Independent. No broker-dealer or institutional affiliation.
Request ADV Form 2A
Independent. No broker-dealer or institutional affiliation.
Start with a conversation
Good advice begins with understanding. We start by listening carefully, asking the right questions, and helping you clarify what matters before any recommendations are made.