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.
Sarvottam Wealthnetwork Private Limited: Your Financial Future, Unlocked.
Impulse: Don’t just save, thrive! Experience financial empowerment with Sarvottam Wealthnetwork.
Experience: At Sarvottam Wealthnetwork Private Limited, we believe in transforming aspirations into tangible wealth. Under the seasoned leadership of Founder and Director, Mr. Dahyabhai Patel, who has been a pillar in the financial sector since 2006, we bring nearly two decades of profound expertise to your financial journey.
Why Sarvottam? Because your financial goals aren’t just numbers to us; they’re dreams we help you achieve. We cut through the complexity of the financial world, offering clear, actionable guidance designed to maximize your potential.
Your Path to Prosperity: We provide a comprehensive suite of solutions tailored to your unique needs.
Strategic Investments: Navigate the markets with confidence through Mutual Funds, SIPs, PMS, AIFs, and even exciting Start-up investment opportunities.
Secure Returns: Explore stability with NPS, Corporate FDs, Corporate Bonds, and RBI Bonds.
Comprehensive Protection: Safeguard your future and loved ones with Life Insurance, Health Insurance, and Vehicle Insurance.
Integrity: At Sarvottam Wealthnetwork Private Limited, we help you grow, protect, and enjoy your wealth — with integrity.
Expertise: Led by Certified Financial Planner Mr. Dahyabhai Patel, we combine deep financial expertise with human values to build a secure and prosperous future for your family.
Investing Is Easy - But Wealth Creation Isn’t: Every year, thousands of people start investing into the best, top performing mutual funds and stocks. Only a small percentage of them go on to earn long term returns from them. Many of them in fact end up losing money! Ever wondered why?
It sounds strange, but would you go to a doctor and ask him to prescribe the best performing medicine? Every investor’s situation and requirement is unique, yet that’s exactly what investors end up doing with investments – asking for the best-selling one!
Validation: We offer clients an independent validation of their financial decisions. “Am I on the right track?”
Ideation: We offer clients new ideas and strategies they may not have thought of on their own. “Are there things I should be doing differently?”
Trusted Partner: We are a trusted resource for you. “Who will be my thought partner in the future when my situation or external circumstances change?”
Family Resource: We are a resource to your spouse and children. Ask yourself these 2 questions:
“Who will turn to your spouse, if something wrong happens to you?”
“Who can help to prepare your spouse and children to manage their finances well?”
Flexible Liquidity: Need funds without disturbing your investments? Leverage your assets with our Loan Against Mutual Funds service, ensuring you always have access to capital when you need it most.
Mr. Dahyabhai Patel's Vision: Since 2006, Mr. Patel has been dedicated to cultivating financial well-being. Sarvottam Wealthnetwork is the culmination of this commitment, built on a foundation of trust, transparency, and client-centric solutions.
Educate Clients: We offer a variety of financial instruments and strategies to help our clients build and protect their wealth. Whether they are looking to invest in mutual funds, save for their children’s education, plan for their own retirement, or plan for family vacations, we have the expertise to guide them towards success. Our vast knowledge, expertise, and core competence since FY 2006 in various areas help us serve our clients' varied needs and achieve their satisfaction.
Support: We are committed to providing our clients with exceptional service and support throughout their financial journey. From answering their questions to providing ongoing advice and guidance, we are here to help them every step of the way.
Invitation: If you are ready to take control of your financial future, we invite you to explore our website and learn more about how Sarvottam Wealthnetwork can help you achieve your goals with a core value of “Doing the right things for your needs.”
Connect: Ready to accelerate your wealth? Connect with Sarvottam Wealthnetwork today and redefine your financial destiny.
E - Expertise
T - Transperancy
H - Holistic
I - Integrity
C - Client First
S - Solutions
@ Heart
+91 9375612873
Office: 159-B, Kenyanagar Society,
Near Abhilasha Char Rasta, New Sama
Road, Vadodara, Gujarat, India PIN-390024
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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