6204879259 info.saanvifinserv@gmail.com

  • Welcome to the Saanvi Financial Services
    Saanvi- Creative All Purpose Design
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    Wealth
    Management
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    Investment Advisory
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    Insurance & Risk
    Management
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    Tax & Estate
    Planning
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    NRI Investment
    Solutions
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    Real Estate
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    NJ Recommended
    MF Portfolio
    NJ E-Wealth Account
    LOAN AGAINST MF
    PMS
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Hello And Welcome To Saanvi Financial Services

Saanvi Financial Services helps you protect, grow, and pass on your wealth with confidence — trusted by professionals, entrepreneurs, and global investors.

Vision

Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.

Process

We practice a client focussed, need-based, process oriented approach rather than a product focussed and sales oriented approach.

Delivery

We believe in building long-term relationships with you and be present to see you when you achieve your financial responsibilities & needs in life.

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Why Choose Us

At Saanvi Financial Services, we understand that wealth management for HNIs and NRIs goes beyond simple investments. It’s about creating a legacy, protecting assets, and ensuring financial freedom across generations Saanvi's approach is personalized, confidential, and research-backed, giving you access to exclusive financial products like PMS, AIFs, and premium insurance solutions.

With a deep understanding of global and domestic markets, we simplify complex wealth strategies into clear, actionable steps. Trust, transparency, and long-term relationships form the foundation of our service — ensuring that your wealth is not just managed, but nurtured with care.

Client Testimonials

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Our Products

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Exclusive Wealth Solutions for HNIs & NRIs

Can you assist in tax and estate planning for NRIs and HNIs?

Yes. We design tax-efficient wealth transfer strategies, estate planning, and succession structures so your legacy remains secure for generations.

Do you charge a fee or earn from product commissions?

Our model is transparent. Depending on your needs, we offer both fee-based advisory and commission-based product distribution, clearly disclosed upfront

Do you provide portfolio management services (PMS) and alternative investments (AIFs)?

Absolutely. We help clients access exclusive PMS and AIF opportunities tailored for wealth growth, diversification, and long-term preservation.

What is the minimum investment required to work with you?

While we serve a wide range of clients, our core focus is on HNIs and NRIs with significant wealth portfolios. Minimum investment typically starts from ₹25 Lakhs and above, depending on the product.

Do you provide global investment advisory for NRIs settled abroad?

Yes. We specialize in creating globally diversified portfolios for NRIs, balancing Indian opportunities with international investment strategies.

The FAQ'S

What makes Saanvi Financial Services different from regular financial advisors?

We specialize in HNIs and NRIs, offering personalized wealth strategies, exclusive investment products (PMS, AIFs), and confidential advisory. Unlike generic advisors, we focus on long-term legacy planning and tax-efficient solutions.

Can NRIs invest in Indian mutual funds and other financial products through you?

Yes. We provide end-to-end NRI investment solutions — from mutual funds, insurance, and equities to estate planning — while ensuring compliance with FEMA and RBI guidelines.

Can I book a consultation online?

Yes. You can book a private consultation directly through our website, and choose whether to meet in-person, via Zoom, or through a confidential call.

How secure and confidential is my financial information with you?

Your privacy is our priority. We maintain strict confidentiality and compliance standards, ensuring your wealth data is always protected.

What kind of insurance solutions do you offer for HNIs?

We provide premium life insurance, health insurance, and global risk covers designed specifically for high-income professionals and business families.