Svaman Wealth
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20+

year of experience

Welcome to Svaman Wealth

Invest to Achieve
Your Financial Goals

Amrish shah: I started the insurance profession way back in 1989, and since then never looked back. I have understood the needs of my customers and learned to provide them the best options available according to their requirements.

I dealt with Life insurance and general insurance business. With the focused effort, and the support of my customers, I have achieved a great success in the investment advisory . Currently I look after the administration and operations to assure that you get the best service.

Nisarg shah: I Joined hands in to this Family venture in 2005 when I was 19 years old. I have gained a lot of experience working with my dad. I had decided back then that this is what I am going to do. I head the Advisory and Claims process. I have done on academics: 

  • Post-graduation in Commerce
  • Investment advisory trainings
  • IRDA registered Life insurance advisor
  • IRDA registered General insurance advisor
  • AMFI registered Mutual fund Advisor

I thrive to be updated and upgraded all the time with knowledge that gives me the edge in this Service industry.

  • We are into insurance since 1989, i.e. More than THREE DECADES!!
  • We have more than 3000 customers (and counting…) all over India, and abroad.
  • We mainly deal with the following Wealth creation options: Life insurance, General insurance, Mutual funds.
  • We have been allotted the 24/7 Authorized premium collection center by LIC.
  • We deal with multiple Insurance organizations that are best in class, and the most trusted.
  • We have an efficient staff ensuring that, you get what you should, when you should, and the way you should!
  • With our expertise, we have also settled numerous rejected claims from all the insurance companies.
  • Do get in touch for any of your financial needs like Pension planning, Wealth creation, Kids education and marriage planning, Securing families future with Term insurance , Health insurance, Insuring assets, SIP or Lump sum investment in Mutual funds, etc !

We have the conviction in our investment options; you can put your faith in Us!

quick loan process
very low rates
small business loan
studying abroad loan
Our Strength

Why Invest with Us

Our mutual funds are designed to offer diversified portfolios, low fees, and expert management to help you achieve your financial goals.

Competitive Returns
Easy Investment Process

Investment Process

85%

Investment Consulting

95%

Portfolio Performance

90%
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