Our Financial Solutions

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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Home / Our Financial Solutions

We Navigate The Client Investment Journey As Per Below Steps

  1. Emergency Planning 👉 "Life is unpredictable—an emergency fund is your first line of financial defense."
  2. Insurance Planning 👉 "Insurance protects dreams when risk becomes reality."
  3. Debt Planning 👉 "Smart debt planning turns liabilities into manageable stepping stones, no more life burdens."
  4. Investment Planning 👉 Stay invested to achieve your goals.
  5. Retirement Planning 👉 "The earlier you plan for retirement, the longer you can live with freedom and dignity."
  6. Tax Planning 👉 "Smart tax planning is not just about saving money—it's about growing wealth legally."
  7. Cash Flow Planning 👉 "Control your cash flow to control your future."
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Our Services

Whether your goal is wealth creation, tax efficiency, retirement security, or financial independence — we are here to guide you with clarity and care.

🌍 Our Reach (April 2025)

🌍 Committed to Personal Finance

  • Wealth creation is more about complying with investment rules.

  • Without following the rules, it is impossible to generate long-term wealth from investment.

  • At Sarvottam WealthNetwork Private Limited, we incorporate golden rules of investment with robust processes, advanced technology, ethics and expertise to the extent that we find incredible.

  • You have dreams of a happy retirement, children's education, children's marriage, a new car, dream home, foreign travel, pilgrimage, helping your relatives, etc.

  • This strategy turns your financial dreams into reality with personal guidance and expert strategy.

  • This has made it possible to reach the benefits of our services globally.

2008

Trusted Since

24 / 7

Support

500 +

Happy Client world Wide

18

Awards Won

🏆 Our Edge

✅ Founder M.Sc., C.I.A., and Certified Financial Planner (CFP®)
✅ SEBI-compliant and AMFI-registered Corporate Distributor
✅ Portfolio review every 3 months
✅ Preserving relationships for the long term
✅ Steady progress from being an individual distributor to becoming a corporate distributor
✅ Work starts only after praying that we will work for the benefit of the investors.

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👉 Why Choose Us

✅ Founder-driven, personalized attention and 18+ years of experience.
✅ Customer-centric, not commission-focused.
✅ All financial solutions under one roof.
✅ Goal-based financial strategies for each stage of life.
✅ At the core of every recommendation are honesty, right intention and ethics.
✅ Our entire team is highly qualified.
✅ Education-focused approach to educating customers.
✅ Our goal is to serve Mother India.

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