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Phone
+91 84018 63487
B-Wealth.Official@Outlook.Com
Office Address
101, Swagat Appartment, Anavil Street, Sagrampura, Surat, Gujarat India 395002
Business Hours
Mon - Sat: 10:00 AM - 7:00 PM
Sunday: Closed
About B-Wealth
Plan Your Wealth Creation Journey with B-Wealth.
Trusted Experts
B-Wealth is a premier financial advisory firm with 3+ years of experience in Indian financial markets. We specialize in AMFI-registered Mutual Fund distribution, IRDAI-licensed insurance consulting, and goal-based financial planning.
Wealth Creation
To empower families across India with the right investment tools. We aim to simplify SIP (Systematic Investment Plans) and ensure every household has access to professional portfolio management and risk protection.
Reliable Advisory
To become the most trusted digital-first platform for holistic financial planning, helping millions achieve financial freedom through disciplined investing and smart tax-saving strategies.
◆ Leadership ◆
Meet B-Wealth Founder & CEO
The vision and expertise behind B-Wealth
Yas Bhavsar
Founder & Chief Advisor
Yas Bhavsar
Founder · B-Wealth
Expert Financial Advisor & Wealth Strategist Financial growth is a journey that requires both discipline and deep market insight. Yas Bhavsar the Founder of B-Wealth. My professional foundation is built on 5 years of comprehensive experience in the financial landscape: including 3 years of specialized Personal Investment Planning and 2 years of intensive Industrial Financial Experience.
Having worked across both individual and industrial sectors, I bring a unique, 360-degree perspective to wealth management. Based in Surat, I have successfully guided over 500+ clients across India in navigating Mutual Funds, Insurance, and SIP planning. Currently managing ₹1 Cr+ in assets, my mission is to bridge the gap between complex financial markets and goal-based, transparent investing.
Credentials & Certifications
"Wealth is not about having a lot of money - it's about having a lot of options. My goal is to give every client those options through smart, disciplined, and personalized financial planning."
Our Services
Not sure how much to invest? Get in touch with our experts to plan your future goals.
Mutual Fund
Invest in top-performing Equity, Hybrid, and ELSS Tax Saving Mutual Funds. Start your Wealth Creation journey with expert SIP planning.
Insurance Solutions
Secure your family with Comprehensive Term Life Insurance and Family Floater Health Insurance (Mediclaim) from India's leading providers.
Financial Planning
Achieve your life goals with expert strategies for Retirement Planning, Child Education Funds, and Customized Wealth Management tailored to your needs.
Why People's Choose B-Wealth?
Expert & Certified Advisors
Learn from industry experts with AMFI and IRDAU certifications. We provide unbiased advice fully compliant with latest financial regulations.
Digital 24/7 Support
Manage your wealth on the go. Get instant access to your investment portfolio and real-time support for all your financial queries.
Secure & Transparent
We prioritize your data security with bank-grade encryption. Experience 100% transparency in disclosures and investment tracking.
Trusted SPC Brand
A track record of excellence in Wealth Management. Join thousands of satisfied clients who have secured their future with our proven investment strategies.
◆ Partner With Us ◆
Become a Partner (MFD Sub Broker)
Join B-Wealth as a Mutual Fund Distributor (MFD) or Sub Broker and build your own wealth management business. Leverage our brand, technology, and back-office support to serve clients confidently while earning attractive, transparent payouts — with zero investment risk on your part.
- High & transparent commission payouts
- Dedicated relationship manager & ongoing training
- Access to all AMCs, Insurance & investment products
- Marketing & digital tools to grow your client base
- Robust tech platform for onboarding & portfolio tracking
- No franchise fee — start earning from day one
B-Wealth Distributor Program
Empowering MFDs & Sub Brokers across India
What Our Clients Say
Trusted by investors in Surat, Gujarat & across India for smart financial planning.
"B-Wealth sathe investment start kari pachi mane lagyu ke hu safe hands ma chhu. Goal-based planning kari api ane discipline maintain karva motivate kare chhe. Long term wealth banava mate perfect guidance male chhe."
"Excellent experience with B-Wealth! Their expertise in stock market and mutual fund investments is impressive, and they truly focus on giving personal attention to every client. The team is always available to answer queries and guide you with clear, honest advice. If you're looking for a trustworthy partner to grow your investments, B-Wealth is highly recommended!"
"If you are looking for a trusted investment advisor for SIP, mutual funds and financial planning, B-Wealth is a great choice. Highly recommended for anyone who wants to start investing with proper support and strategy."
"You can start your investment journey with B-Wealth Investment Company with ease. Our professionals are knowledgeable and provide proper guidance to help you achieve your financial goals.The B-Wealth team is responsive and supportive."
"Best Life Insurace Advisor. Trusted guidance ape che and TATA AIA Life compay sathe j kam kare chhe Yasbhai. mari child na merrage nu planning sussesfull chhe. Maro experience saro chhe aa company sathe tame pan karo and tame pan grow thavo. 5 mathi 5 aa company ne yas bhai saru guidance ape chhe emne 4+ varas no experience chhe aa fild ma and online vat kari ne j ame investment strat kairu chhe. Trusted Company chhe surat ni."
"Best investment partner. Trusted guidance ape che and online j aa company sathe jodayo chu. Maro experience saro chhe aa company sathe tame pan karo and tame pan grow thavo. 5 mathi 5 aa company ne yas bhai saru guidance ape chhe emne 4+ varas no experience chhe aa fild ma and online vat kari ne j ame investment strat kairu chhe. Trusted Company chhe surat ni."
"मैंने B-Wealth के साथ अपनी SIP शुरू की और मुझे बहुत clear guidance मिली। पहले मुझे mutual fund समझ में नहीं आता था, लेकिन यहाँ हर चीज़ simple language में समझाई गई। अब मुझे अपने future को लेकर confidence है। Thank you B-Wealth for honest advice!"
"What I appreciate most about B-Wealth is the personalized approach. My financial goals were carefully understood before suggesting any investment. The support and regular updates make me feel confident about my portfolio."
"Sip ka mast experience raha he easy account open ho gaya or sip chalu bhi ho gay. Yash bhai ne achha kam kiya. Good experience 😃."
Are you ready to start with us?
Speak with our certified experts in Surat today 100% free consultation!
Most People Asked This Questions
Everything you need to know about Mutual Fund SIP & Life Insurace