Sarvottam Wealthnetwork Private Limited
Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner
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.
Estate planning is the thoughtful process of managing, preserving, and transferring your wealth in a way that aligns with your wishes — both during your lifetime and after. At Sarvottam Wealth, we help you safeguard your legacy and provide for your loved ones with clarity and confidence.
An estate comprises everything you own: real estate, investments, vehicles, savings, insurance, gold, and even personal belongings. Without a structured plan, the future of these assets — and the well-being of your family — could become uncertain. Who will inherit your property? How will the wealth be divided? Will there be unnecessary legal disputes? These are just some of the concerns we help you address in advance.
The short answer is: everyone. Whether you own a modest home or a diversified portfolio, whether you have a dependent spouse, children, or elderly parents — having an estate plan ensures that your family remains protected, even in your absence. It is especially vital if you hold any movable or immovable assets, insurance policies, or wish to leave behind a secure legacy.
Legally documenting your intentions so your estate is distributed as per your wishes.
Establishing private or public trusts to ensure smooth wealth transfer, minimize tax implications, and avoid probate hassles.
Tailored solutions to protect the financial future of children or dependents with disabilities or special healthcare needs.
+91 9375612873
Office: 159-B, Kenyanagar Society,
Near Abhilasha Char Rasta, New Sama
Road, Vadodara, Gujarat, India PIN-390024
At Sarvottam Wealthnetwork Pvt Ltd, we offer a variety of financial instruments and strategies to help you build and protect your wealth.
Mon - Sat : 10:00 AM to 6:30 PM
Sunday : Closed
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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