WELCOME TO SAVI Wealth
SAVI Wealth is incorporated in the year 2022 and at present having 100+ satisfied clients. We help our clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people achieve their long term and short-term goals. We believe that financial and goal planning are like fingerprints, each one has a different approach. We at SAVI Wealth help you find the best approach which cater your needs.
Why Choose Us?
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 8 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life.
Why Us
01
Vision
02
Process
03
Delivery
Our Achievement
Our Team
Mrs. Sonali Wagh
Co-Founder and Chief Research Analyst
With over 5 years of extensive experience, she holds an BCA, MBA Finance, QPFP level 1 and possesses more than 4 years of expertise in dealing with various financial products. Originally trained as a Marketing professional in financial products, she transitioned into the role of Financial Advisor with a deep passion for empowering families towards financial freedom. She is highly qualified and certified by several premier financial organizations including SEBI, NISM, AMFI, and IRDA.
Mr. Vikas Wagh
Co-Founder and Chief Portfolio Consultant
With over 8 years of experience in a Public Sector Bank and extensive exposure in customer engagement and operations, he holds a BE, MBA Marketing and Certifications like CAIIB, JAIIB, NISM -VA. He is a passionate Financial Educator who has conducted numerous financial well-being sessions, addressing over 200 participants to date, and has successfully transformed their mindset regarding the financialization of their savings.
