Your Freedom Life Partner

Build a wealthier, healthier tomorrow—starting today.

SARVEDA Financial Services combines financial expertise with holistic life coaching to help you experience true freedom—both in health and wealth. As a SEBI registered distributor and certified insurance advisor, we guide you to financial independence and a medicine-free lifestyle, one step at a time.

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7+
Years of Expertise
“Experience true Health & Wealth Freedom with India’s unique 7-event life freedom strategy.”
SEBI Registered Certified Advisor
FIRE Guidance
7+
Years of Service
"Empowering you to live without medicine and retire early—because freedom is your birthright."
About SARVEDA

Redefining financial services and wealth management in India

SARVEDA Financial Services isn’t just about numbers—it’s about transforming lives. Founded by Dushyant Chaturvedi, our mission is to help individuals and families achieve health freedom (a life without medicine) and wealth freedom (becoming a FIRE achiever). Through our signature 7-events life freedom strategy, we educate, inspire, and guide you to take charge of your financial destiny.

As SEBI Registered Distributors and certified Life & General Insurance Advisors, we combine regulatory expertise with a deeply personal approach. Whether you’re planning for retirement, securing your family, or aiming to break free from financial stress, we tailor every solution to your unique life journey.

Freedom Life Philosophy

Our holistic strategy addresses both health and wealth, guiding clients toward financial independence and a medicine-free lifestyle.

Personalized Advisory

Every client receives a custom roadmap, grounded in proven investment principles and life coaching techniques.

Education-Led Approach

We believe that informed decisions lead to freedom. Our workshops and one-on-one sessions empower you with knowledge, not just products.

Certified & Compliant

As SEBI Registered Distributors and certified Insurance Advisors, we uphold integrity and transparency in every interaction.

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Our Offerings

Comprehensive financial services for every ambition

From wealth management to holistic life coaching, our solutions are designed to empower your freedom journey—no matter where you begin.

Mutual Fund Investments

Grow your wealth with carefully selected mutual funds tailored to your risk profile, life goals, and time horizon. We help you understand every step and monitor your portfolio’s progress, ensuring your investments align with your dreams.

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Life & Health Insurance

Secure your family’s future and your own health with expert advice on term, whole life, and mediclaim plans. Our team explains the fine print and ensures you get the right cover—no hidden clauses, just pure protection.

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7-Event Life Freedom Strategy

Our signature approach guides you through seven crucial life events, from career beginnings to legacy planning, blending financial discipline with life skills for total freedom.

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FIRE (Financial Independence, Retire Early) Planning

Dream of retiring early? We specialize in FIRE strategies—helping you control spending, build assets, and achieve true financial independence, step by step.

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Systematic Investment Plans (SIP)

Start small, think big. SIPs help you build long-term wealth through disciplined, regular investments—ideal for families, young professionals, and entrepreneurs alike.

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Portfolio Management Services (PMS)

For those with significant assets, our PMS offers personalized portfolio design, risk management, and transparent reporting—so your wealth works as hard as you do.

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Health Freedom Coaching

Our unique program guides you towards a medicine-free lifestyle, combining wellness workshops, habit coaching, and practical strategies for lasting change.

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Retirement Planning

We structure your investments, insurance, and withdrawals to create a sustainable income stream, so you can retire with confidence and enjoy your golden years.

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Goal-Based Financial Planning

From buying your first home to your child’s education, we break down your ambitions into actionable, trackable plans—making every milestone achievable.

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Family Wealth Transfer

We help you structure your estate, nominations, and insurances to ensure a smooth, tax-efficient transfer of wealth to the next generation.

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General Insurance Advisory

Protect your home, business, and assets from unexpected risks with tailored insurance solutions, from property to travel and beyond.

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Financial Literacy Workshops

We host group sessions and workshops in schools, colleges, and corporates to build a financially empowered community, one person at a time.

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Why Choose Us

Experience the SARVEDA difference

We blend personal coaching, deep expertise, and a passion for freedom—so your wealth and wellness goals become reality.

01

Personalized, Human Approach

You’re not just a number. We listen, understand, and craft solutions that honor your unique story and aspirations.

02

SEBI Registered & Certified

Work with a team that’s certified, compliant, and always puts transparency first—so you can invest with confidence.

03

Education-First Philosophy

We don’t just sell products; we empower you with the knowledge and confidence to make informed financial decisions.

04

Holistic Freedom Strategy

Our 7-event life freedom model combines financial discipline with life mastery, setting you on a transformative path.

05

FIRE Expertise

We specialize in strategies for financial independence and early retirement, tailored to India’s fast-changing landscape.

06

Ongoing Support

From plan setup to annual reviews, we stand by you—adjusting your roadmap as your life and goals evolve.

07

Integrated Insurance Advisory

We build robust protection across health, life, and general assets—so your journey to freedom is truly risk-proof.

08

Remote & In-Person Services

Access expert advice from anywhere in India, with digital consultation and secure document handling at your fingertips.

FAQ

Frequently asked questions

Here are answers to what our clients ask most about financial services and wealth management in India. Need more help? Reach out anytime.

We offer a comprehensive suite of financial services and wealth management solutions, including mutual funds, SIPs, PMS, term insurance, health and life insurance, FIRE (Financial Independence, Retire Early) planning, and our unique 7-event life freedom strategy.
Yes, we are SEBI Registered Distributors and certified Life & General Insurance Advisors, committed to providing transparent and compliant financial guidance.
Our 7-event life freedom strategy is a holistic approach to achieving both Health Freedom (living without medicine) and Wealth Freedom (FIRE achievement) by guiding clients through the key events that shape their financial and personal wellness journey.
Individuals, families, professionals, and business owners seeking tailored financial planning, investment growth, and holistic health and wealth solutions can benefit from our expertise.
We combine deep financial expertise with life coaching, focusing on both wealth and health goals. Our advisory is personalized, education-led, and rooted in our Freedom Life philosophy.
Simply contact us via phone, email, or WhatsApp. We’ll schedule a personal consultation to assess your goals and craft a step-by-step plan for your health and wealth freedom.
Yes, we offer both in-person and secure remote consultations for your convenience, ensuring you can access expert financial guidance from anywhere in India.
FIRE (Financial Independence, Retire Early) is a financial movement focused on living below your means, investing wisely, and achieving early financial independence. We help you plan, invest, and track your journey toward FIRE with proven strategies.

Connect with SARVEDA

Ready to begin your journey to health and wealth freedom? Reach out to schedule a consultation or ask any question. We are committed to guiding you every step of the way—online or in person, across India.

Address
Sarveda Financial Services,
Dushyant Chaturvedi, 7X Empire, Zadeswar Tavara Road, India
Email
[email protected]
WhatsApp
+91 99999 99999
Hours
Mon–Sat: 10:00 AM – 7:00 PM