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.
Mutual Funds are an excellent choice for those who want their hard-earned money to work just as hard for them. Our Wealth Management plans are designed to build and manage a high-performing portfolio tailored to your unique financial goals. Mutual Funds have become one of the most popular and effective investment options in today’s financial landscape. However, with countless funds and schemes available in the market, selecting the right one can be overwhelming. Even after investing, managing your portfolio — tracking folios, understanding fund performance, and monitoring NAVs — can be a complex task. That's where we come in. We assist you in identifying the most suitable fund or scheme based on your risk appetite and financial objectives. Additionally, we help you monitor current NAVs and efficiently manage your folios across various mutual funds and schemes.
Open-ended funds are diversified investment portfolios that can issue and redeem shares at any time. Investors buy shares directly from the fund, which continuously offers and repurchases units based on demand and NAV (Net Asset Value).
Closed-ended funds issue a fixed number of shares at launch, which are then traded on the stock exchange. These shares are not redeemable directly from the fund and may trade at a premium or discount to NAV, depending on market demand.
Equity funds primarily invest in stocks and aim for capital growth over the long term. These funds can be actively managed by fund managers or passively managed as index funds. Also known as stock funds, they are ideal for investors seeking growth and willing to accept market volatility.
Debt funds invest in fixed-income instruments such as bonds, debentures, and government securities. They are suitable for conservative investors looking for regular income with relatively lower risk compared to equity funds.
Hybrid funds, also called balanced funds, combine the benefits of both equity and debt instruments. These funds aim to provide a balanced risk-return profile and are ideal for investors seeking moderate growth with some stability.
Income funds focus on generating regular income through investments in interest-bearing securities and dividend-paying stocks. They are designed for investors who prioritize steady cash flow over capital appreciation.
Real asset funds invest in tangible, physical assets like real estate, precious metals, infrastructure, and natural resources. These assets offer portfolio diversification and act as a hedge against inflation.
Sector funds focus on specific industries or sectors such as technology, healthcare, or energy. These funds allow investors to capitalize on growth opportunities within a particular segment of the economy but come with higher risk due to sector concentration.
+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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