Your Wealth, Your Freedom—Let’s Make It Work for You.
What’s Your Financial Plan? If You Don’t Have One, You’re Already Falling Behind. Discover the Future of Financial Planning with SAVART ONE and Secure Your Family’s Future with Our Proven Planning Framework.
You’ve worked hard to build your wealth. Now, let Savart’s elite financial strategies ensure it works even harder for you—so you can enjoy life on your terms, stress-free.
Let’s explore why thousands of investors like you trust us with their financial future:
- SEBI-Registered Expertise: Savart is SEBI-registered, ensuring the highest standards of integrity and compliance.
- Proven Outperformance: Savart has consistently beaten the Nifty 50 over the past 5.5 years, delivering an additional ₹400 Crores in alpha for investors.
- Fully Automated PMS Fund: Savart is the only company in India to fully automate PMS fund investments using APART AI, ensuring efficiency and real-time rebalancing.
- Focus on Long-Term Success: We’re on a mission to deliver 30% CAGR over 30 years, proving the power of disciplined, long-term investment strategies.
- Real-Time Monitoring: APART AI tracks your portfolio 24/7, identifying opportunities and making recommendations to optimize performance.
- Savart has successfully managing ₹3500 Cr+ in AUA. and client for 33 countries,
Savart One: A Holistic Approach to Wealth Management
Savart One offers a complete suite of financial planning services tailored for high-net-worth investors
- Investment Advisory – Personalized investment strategies designed to grow and safeguard your wealth
- Debt Management – Optimize loans, reduce liabilities, and improve financial efficiency.
- Insurance Consulting – Secure your family’s future with strategic insurance planning.
- Estate Planning – Ensure seamless wealth transfer and legacy protection.
- Tax Consulting – Smart tax strategies to maximize savings and minimize liabilities.
- Real Estate Advisory – Expert guidance on property investments that align with your financial goals.
Well, if you get such questions frequently in your mind… You’re at the right place!
How much money do I need to become financially free?
Stocks or mutual funds or real estate? Which one should I be investing in and how much?
Should I repay my loan or continue with it?
Can I save more money in taxes?
Is this real estate property right for me as per my financial health?
I want to save for my retirement, my child’s higher education and go on vacation, how can I go about this?
To answer such questions first we have to understand you in following way!
Ultra-personalized financial planning
Step 1: Identify your future needs
Start by discussing your dreams and goals with us so that we can identify your future needs and objectives. Then we help you convert them into financial goals.
Step 2: Set a Timeline
We’ll evaluate your current lifestyle and future projected costs, determine your surplus savings, create your family budget and help you set a timeline for achieving your financial goals.
Step 3: Develop a Financial Plan
We’ll do your risk planning, determine your insurance cover estimation and required investment returns, and select the right financial products for you. We’ll develop a robust financial plan and take care of the execution as well.
Step 4: Monitor & Evaluate Progress
Your investments and finances will be regularly tracked and reviewed, and you’ll have 24/7 access to your wealth manager for any questions or concerns. We’ll ensure that your financial goals are met in time.
Our Promise to You
- Personalized Financial Plans: No one-size-fits-all solutions. Your financial plan is as unique as you are.
- Expert Guidance: Our certified financial planners bring years of experience and a wealth of knowledge to guide you.
- Comprehensive Strategies: From investment advice to retirement planning, we cover all aspects of your financial journey.
- Peace of Mind: With a secure financial plan in place, you can focus on what truly.
Meet our Wealth Manger
Sridhar Vetapalem
Mr. Sridhar is the Head of the Personal Finance & Wealth Management at Savart. He has over 21 years of experience in Financial Planning. His expertise spans investment advisory, retirement planning, lifestyle management, and objective-based solutions. He is also an esteemed sought-after lecturer at top MBA colleges in Pune.
Mr. Sridhar believes that financial freedom is essential for unlocking creativity and reaching one’s full potential. Over the years, he has successfully guided numerous clients to live comfortably off their savings and investments.
Are You Maximizing Your Wealth Potential?
Before Savart (Struggle Mode):
- Confused by investment options & financial jargon
- Losing wealth to taxes & inflation.
- No clear roadmap to financial freedom.
- Wasting money on inefficient insurance & debt management.
After Savart (Success Mode):
- A customized, AI-powered financial plan aligned with your wealth goals.
- Smart tax-saving strategies & optimized portfolio performance.
- Exclusive access to high-yield investments & real estate advisory.
- Confidence that your family’s wealth is secure for generations.
FAQs:
Still Have Questions? We’ve Got You Covered
Yes, we provide expert advice while you retain full control of your investments.
Transparent pricing starting at ₹__ per month. No hidden fees.
We combine AI precision with personalized human expertise for unmatched results
Our tailored strategies and premium resources are optimized for portfolios starting at ₹10 lakh annually.
Yes, your free consultation allows you to discuss your goals with one of our experts before deciding
Get in Touch with us
We will be happy to answer your question
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Disclaimer:- Investments are subject to market risks. Please read documents carefully before investing. Please consult a registered advisor or conduct personal research before making any investments. Past performance is not a guarantee of future return. The figures mentioned in the site must not be construed as guaranteed in nature.