RedVision Technologies 

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.

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  • RedVision Technologies is recognized as a leading fintech company in India, specializing in innovative mutual fund software solutions for distributors and independent financial advisors (IFAs).
  • Founded in 2006, the company has significantly transformed the landscape of wealth management and asset distribution within the financial services sector.
  • The driving mission of RedVision is to simplify the business journey of mutual fund distributors by providing cutting-edge technology that automates processes and enhances operational efficiency.
  • With a strong focus on customer needs, RedVision combines financial expertise with technological innovations to create comprehensive platforms like Wealth Elite and Advisor X, catering to the evolving demands of the market.
  • By automating the client onboarding process and incorporating advanced features like Video KYC and Goal GPS, RedVision empowers financial intermediaries to serve their clients more effectively and engage them meaningfully in their investment journeys.
  • The company proudly supports over 4000 mutual fund distributors across 450 cities in India, with more than 5.5 million portfolio users, establishing itself as a trusted partner in the fintech space.
  • RedVision's commitment to innovation is reflected in its recognition as a pioneer in fintech, having developing user-friendly systems that demystify complex financial planning processes for a broader audience.
  • With a dedicated team of over 75 professionals and round-the-clock customer support, RedVision ensures that its clients receive prompt assistance and maintain high service standards.
  • The firm continues to expand its footprint internationally, striving to capture a significant portion of the Indian mutual fund market while exploring opportunities in Southeast Asia, the Middle East, and beyond.
  • By marrying technology with a customer-centric approach, RedVision Technologies is not just a software provider; it is at the forefront of a fintech revolution that is reshaping how financial services are experienced and delivered globally.