Our Clients

Sarvottam Wealthnetwork Private Limited

Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner

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Creating Wealthy & Happy Families, Ethically

Your trusted partner in ethical wealth creation with 18+ years of experience, ₹65+ Cr AUM, and 500+ happy clients across the globe.

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Business Owners

  • Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
  • It’s easy to be occupied in the day-to-day management of your business transactional and non-transactional activities; and lose sight of financial planning considerations that may lead to growth.
  • We can help create a strong financial foundation to care for your key employees and executives and reduce the impact of an unexpected loss.
  • When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition.
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Busy Professionals

  • While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.
  • Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan to help you manage your money effectively.
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