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Your Life. Your Plan.
Expertly Designed.
100+
Satisfied Clients
100 Cr +
Assets Under Management
100%
Goal Achievement
Comprehensive Wealth Management
Savart One
Investment Advisory
Debt Management
Tax Consulting
Insurance Consulting
Estate Planning
Get All Your
Money-Related Questions Answered
How much money do I need to be financially free?
Plan your financial freedom with a winning strategy
Stocks, mutual funds or real estate?
Align your investments, diversify for your needs
Should I repay my loan or continue with it?
Optimize your debt strategy for maximum benefits
Can I save more money in taxes?
Uncover hidden tax-saving opportunities
How should I plan my inheritance and succession?
Go for Estate Planning for your specific need
How to save for retirement, education & vacation?
Create a multi-goal financial roadmap
Ultra-personalized Financial Planning
What It's Like to Have
A Wealth Expert by Your Side
Managing your financial life becomes easier when you have an expert who truly understands you. Savart One pairs you with a dedicated wealth advisor who takes the time to learn your goals, responsibilities, income, risks, and future plans.
Through regular one-on-one conversations, your advisor builds a holistic financial strategy tailored to your life and covering everything from cash flow, savings, investments, and insurance to major milestones like buying a home, planning for children, or preparing for retirement.
It's a partnership that brings clarity to your next steps, helps you avoid financial missteps, and keeps you moving toward your goals with confidence. With Savart One, you always have someone to turn to and someone who guides your decisions, tracks your progress, and ensures your financial plan evolves as your life does.
Case Studies
Ashwini Ramji
Mr. Ashwini is on a mission to achieve early retirement and financial freedom by the age of 50, with the ultimate goal of owning a resort on the outskirts of Bengaluru. To support this ambition, we have crafted a comprehensive financial plan that includes a well-balanced asset allocation strategy. His savings have been strategically diverted into balanced growth portfolios to maximize returns while managing risk.
Key Result:
15% Portfolio Growth
Mahesh Oswal
Mr. Mahesh was paying ₹2,20,000 annually for an insurance cover of ₹6 crores. After Savart One, he pays just ₹49,000 per year for a revised cover of ₹3 crores, which is better aligned with his current requirements. We have also provided guidance on the necessary actions to take with his existing insurance covers to ensure he does not forfeit any invested funds.
Key Result:
78% Cost Reduction
Pavni Seshadri
For Ms. Pavni, we have developed a robust financial plan that ensures her family can enjoy a comfortable lifestyle supported by their savings. Her investment portfolio is designed to provide both growth and a steady income stream. This plan aims to balance investment growth with the need for regular income, ensuring that Ms. Pavni and her family can live comfortably and securely from their investments.
Key Result:
8.5% Income Yield
Know Your Wealth Manager
Mr. Sridhar Vetapalem
Head Of Savart One
