Mr. Dahyabhai Patel

Sarvottam Wealthnetwork Private Limited

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

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Dahyabhai Patel

M.Sc., C.I.A., CFPCM
Founder and Director
AMFI Registered Mutual Fund Distributor

  • Mr. Dahyabhai Patel
    Founder & Director, Sarvottam Wealthnetwork Private Limited

    Mr. Dahyabhai Patel is a Certified Financial Planner (CFP) accredited by FPSB, an Investment Advisor certified by ICFAI, and a Retirement Advisor certified by PFRDA. He also holds certifications from NISM as a Mutual Fund and PMS Distributor, and has been an AMFI-registered Mutual Fund Distributor since 2007 and an IRDA-registered Insurance Consultant since 2006. With over 18 years of rich experience in financial services, he brings deep expertise in investments, insurance, and financial planning.

    He is the Founder and Director of Sarvottam Wealthnetwork Private Limited, and also serves as the Secretary of the North Zone Senior Citizens Welfare Association – Mahesana Nagar Kendra, Vadodara. Known for his insightful understanding of human psychology and behavior, Mr. Patel applies this wisdom effectively in financial advisory and wealth management.

    His journey into the world of finance was born from personal hardship—having once lost his entire bank savings due to lack of financial awareness. This life-changing experience helped him recognize the urgent need for goal-based investment and insurance planning, especially in a country where 87% of even highly educated individuals are financially illiterate. This realization ignited his mission to empower others through ethical, knowledge-based financial guidance.

    Mr. Patel’s professional journey reflects continuous evolution and upward ambition:
    2007–2012: Individual Mutual Fund Distributor
    2012–2015: Proprietor, Grow Rich Investment Plus
    2015–2022: Partner, Grow Rich Investment Plus
    2022: Firm renamed to Sunshine Financial Services as per SEBI regulations
    2023–Present: Sarvottam Wealthnetwork Private Limited

    For Mr. Patel, financial services is more than a profession—it’s a passion and a hobby. He is dedicated to helping clients structure their finances strategically, ensuring alignment with their life goals. He carefully analyzes financial data, offers real-time insights into financial performance, and helps clients make well-informed decisions grounded in the time value of money.

    His versatility and client-centric approach have consistently earned him high satisfaction and trust. He is known for delivering accurate, timely, and tailored financial solutions. His efforts have been recognized with Certificates of Achievement from several leading Mutual Fund AMCs for outstanding performance.

    Mr. Patel can be contacted at: sarvottamwealth@gmail.com

    “Wealth management looks easy, but it is extremely challenging to execute successfully. He believes that customer satisfaction = Success.”