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.
“Every journey starts with knowing the destination.”
We begin with an in-depth discussion about your financial goals, current situation, future plans, risk appetite, and life stage.
This includes understanding family needs, liabilities, income patterns, and priorities like retirement, education, home, or legacy.
“No two people are the same — and neither should be their plans.”
Based on your profile, we design a tailored investment roadmap aligned to your short-term and long-term objectives.
We consider tax efficiency, inflation, and the need for liquidity vs. growth.
“We choose only what’s best for you — not what’s popular.”
You receive a curated portfolio of:
We explain each recommendation clearly, and select only SEBI-regulated, AMFI-listed, and suitability-tested options.
“We make starting easy, digital, and safe.”
“We don’t set and forget — we watch, optimize, and update.”
Your portfolio is reviewed periodically and realigned when:
We schedule regular performance reviews and guidance meetings.
“We don’t just build wealth. We help you protect it.”
“Celebrating your financial wins, and staying with you always.”
+91 9375612873
Office: 159-B, Kenyanagar Society,
Near Abhilasha Char Rasta, New Sama
Road, Vadodara, Gujarat, India PIN-390024
At Sarvottam Wealthnetwork Pvt Ltd, we offer a variety of financial instruments and strategies to help you build and protect your wealth.
Mon - Sat : 10:00 AM to 6:30 PM
Sunday : Closed
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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