Woman’s Financial Planning

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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Empowered Women, Secured Future: Why Financial Planning is Crucial for Women in India Why it matters:

  • In today’s India, women are achieving new heights in careers, entrepreneurship, and leadership.
  • Yet, many women still leave wealth creation and financial decisions to others.
  • True empowerment comes not just from earning—but from planning, investing, and growing wealth independently.
  • The Gender Wealth Gap is Real

    • Women often earn less, take career breaks, or live longer—yet save less.
    • On average, Indian women retire with 30–40% less wealth than men.
    • Only a small percentage actively invest in growth-oriented assets like mutual funds, stocks, or NPS.

    Why Financial Planning is Vital for Women

    Financial Independence

    Control your money, not just your income.

    Future Security

    Build a safety net against uncertainties—health, divorce, job loss, or widowhood.

    Retirement Planning

    Women live longer, hence need a bigger retirement corpus.

    Wealth Creation

    Smart investing can help grow wealth faster than traditional savings.

    Confidence & Freedom

    Financially aware women take better life and career decisions.

    Smart Steps Toward Wealth Creation

    • Start Early: Even small SIPs can build wealth over time.
    • Invest Smart: Diversify across Mutual Funds, NPS, PPF, Insurance, Gold ETFs, etc.
    • Set Goals: Home, travel, business, retirement—each needs a plan.
    • Stay Informed: Learn financial basics or consult a trusted advisor.

    Role of a Financial Advisor

    • Helps define clear goals and risk profile.
    • Recommends suitable investment options.
    • Builds long-term wealth plans with periodic review.
    • Encourages financial confidence and independence.