Financial Products Distributor in India

Best Financial Product Distributor in India — Achieve 7 Events Freedom Life with Right Products

SARVEDA Financial Services help investors across to India achieve their 7 events of Freedom Life by providing suitable financial products — mutual fund, SIF, PMS, AIF, and Income Protection Plans — backed by 15+ years of distribution experience and complete online solutions.

Explore Products WhatsApp: 9099948123
15+
Years of Distribution Experience in India
"Helping investors across India to  achieve their 7 events of Freedom Life by providing the right products and services."
AMFI Registered mutual funds & SIF distributor , ARN-62647 APMI Registered PMS Distributor,APRN04877 Certified Insurance Advisor for Life, Health & PA Policy
Complete Online Solutions
Click Here For Complete Online Solutions
15+
Years of Distribution Experience in India
"We help investors across India to achieve their Freedom Life goals with the right products."

About SARVEDA Financial Services — Financial Products Distributor in India

SARVEDA Financial Services is an Financial Products Distributor with over 15 years of experience in distributing financial products including mutual fund, SIF, PMS, AIF,Bonds, Fixed Deposit and Income Protection Plans across India.

We help investors to achieve 7 events of Freedom Life by understanding their needs through risk profiling and basic profiling, then providing the required suitable and right products and services to help them in achieving their goals in life

Risk Profiling

Thorough risk assessment before product recommendation

Process-Based Approach

Structured methodology for right product selection

Complete Online Solutions

Invest, track, and manage entirely online in India

Wellness Services

Free lifetime wellness expert consultations

Financial Product Distribution in India — Products & Services

As a leading Financial Product distributor in India, we distribute a wide range of financial products to help investors to achieve their Freedom Life goals. Each product is recommended only after proper risk profiling and basic profiling.

Mutual Fund Distribution in India

Distribution of equity, debt, hybrid, and solution-oriented Mutual Fund schemes including SIP for disciplined investing across India.

SIF Distribution

Specialised Investment Fund distribution for investors in India seeking defined payoff structures and capital protection strategies.

PMS Distribution

Portfolio Management Stocks Portfolio Solution Services distribution for high-net-worth investors in India looking for professionally managed portfolio solutions.

AIF Distribution

Alternative Investment Fund distribution offering access to private equity, venture capital, and alternative asset categories for suitable investors in India.

Income Protection Insurance Plans

Income protection Insurance plans like- Life Insurance, Health, vehicle insurance, Personal Accident policy to safeguard Investors and their families across India against unforeseen events , ensuring financial stability.

Risk profiling, Complaince Services and Investment suitability analysis

we do Risk profiling and investment suitability analysis of each investors, We also provide complaince services like - KYC,Bank, Name, Nominee, Address, Mobile,Email Modifications, profit Loss , Capital Gain report

Wellness Value-Added Services in India

Every investor across India gets lifetime free consultation from our panel of wellness experts — at no additional cost.

Nutrition Therapist

Personalised nutrition guidance for healthier living.

Yoga & Meditation Guru

Lifetime free yoga and meditation consultation.

Microbiome Expert

Expert advice on gut health and microbiome management.

Diabetes Educator

Certified guidance to manage and prevent diabetes.

Personalised DIP Diet Plan

Custom diet plan tailored to your health profile.

AI Health Report — Face Scan

Advance health report via AI face scan in 1 minute.

Why Choose SARVEDA as Your Financial Product Distributor in India

We do portfolio review of investors holding,First doing risk profiling and Basic profiling,based on their profile and goals explaining scheme features, asset allocation, diversification ,risk cost , scheme performance before product offering .

01

Process-Based Approach

Risk profiling and basic profiling first, then product recommendation — ensuring the right fit for every investor in India.

02

Right Product Recommendation

We offer the right product and services to investors in India, helping them achieve their Freedom Life goals in time.

03

Complete Online Solutions

Entire investment process available online across India — profiling to investment to tracking.

04

Over 15+ years experience in distribution of Mutual fund, SIF,PMS,AIF, NPS,Fractional Real Estate,Bonds and Income Protection Insurance Plans.

05

Wellness Value-Added Services

Lifetime free consultations from Nutrition Therapist, Yoga Guru, Microbiome Expert, Diabetes Educator, DIP Diet Plan, and AI Health Report.

06

7-Event Freedom Life Focus

Helping investors across India achieve freedom at 7 key life events through suitable products and services.

Financial Product Distributor Service Areas in India

SARVEDA Financial Services provides complete online Financial Product distribution, SIF, PMS, AIF, and income protection plan services to investors across these major cities and areas in India.

Mumbai

Maharashtra

Delhi

NCR Region

Bangalore

Karnataka

Pune

Maharashtra

Chennai

Tamil Nadu

Hyderabad

Telangana

Kolkata

West Bengal

Ahmedabad

Gujarat

Jaipur

Rajasthan

Lucknow

Uttar Pradesh

Nagpur

Maharashtra

Indore

Madhya Pradesh

Surat

Gujarat

Bhopal

Madhya Pradesh

Patna

Bihar

Frequently Asked Questions

Common questions about our Financial Product distribution services, process, and what makes SARVEDA Financial Services different in India.

We distribute Financial Products including SIP, SIF, PMS, AIF, and Income Protection Plans across India. We also offer value-added wellness services to our investors at no additional cost.

Yes, SARVEDA Financial Services is an AMFI Registered Financial Product Distributor authorised to distribute Financial Product products and other financial products to investors in India in compliance with regulatory guidelines.

Our 7-event Freedom Life approach identifies 7 key life events and helps investors in India achieve freedom at each stage by providing suitable financial products and services tailored to their goals and risk profile.

Salaried professionals, business owners, self-employed individuals, retirees, and families in Mumbai, Delhi, Bangalore, Pune and across India looking for suitable Financial Product, SIF, PMS, AIF products and income protection plans can benefit from our distribution services.

Our process-based approach sets us apart. We conduct risk profiling and basic profiling before recommending products, ensuring right product fit. We provide complete online solutions and unique wellness value-added services — lifetime free consultation from Nutrition Therapist, Yoga and Meditation Guru, Microbiome Expert, Diabetes Educator, personalised DIP Diet Plan, and AI-based face scan health report.

Contact us at 9913274333 via phone, email, or WhatsApp. We conduct your risk profiling and basic profiling, understand your goals, and recommend suitable products. The entire process is available online for investors across India.

Yes, we provide complete online solutions. Investors across India can complete risk profiling, invest in Financial Products and other products, and track their portfolio digitally from anywhere.

Lifetime free consultation from Nutrition Therapist, Yoga and Meditation Guru, Microbiome Expert, and Diabetes Educator. Plus personalised DIP Diet Plan and AI-based face scan health report in 1 minute. All at no additional cost for investors in India.

Get In Touch

Ready to achieve your Freedom Life goals? Contact SARVEDA Financial Services at 9913274333 for risk profiling, basic profiling, and to explore the right products and services. Complete online solutions available for investors across India.

WhatsApp
+91 99132 74333
Address
7X Empire, Zadeswar Tavara Road, India
Website
www.sarvedfs.in