Our AMC Partners
Smart Planning, Secure Future.
B-Wealth is a trusted mutual fund advisor and financial planner in India. We help individuals and families build long-term wealth through smart SIP investments, tax-saving mutual funds, and personalized financial planning. Our services include Mutual Fund Investment, SIP Planning, ELSS Tax Saving Funds, Life Insurance, Health Insurance, and Motor Insurance solutions. Whether you are a beginner or an experienced investor, we provide expert guidance to secure your financial future.
Not sure how much to invest? Use our Smart Financial Calculators to plan your future goals.
Invest in top-performing Equity, Hybrid, and ELSS Tax Saving Mutual Funds. Start your Wealth Creation journey with expert SIP planning.
Secure your family with Comprehensive Term Life Insurance and Family Floater Health Insurance (Mediclaim) from India's leading providers.
Get hassle-free Home Loans, Business Loans, and Personal Loans with competitive interest rates and quick document processing.
Achieve your life goals with expert strategies for Retirement Planning, Child Education Funds, and Customized Wealth Management tailored to your needs.
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 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 😃."
Stay informed with expert articles on mutual funds, SIP, insurance, and smart money management.
Mutual Funds
Discover how Systematic Investment Plans (SIP) harness the power of compounding to help you achieve your financial goals with as little as ₹500/month.
Tax Planning
Save up to ₹46,800 in taxes under Section 80C while earning market-linked returns. Here are the best ELSS funds handpicked by our experts.
Insurance
Confused between term and whole life plans? We break down the key differences, costs, and benefits to help you make the right choice for your family.
◆ Leadership ◆
The vision and expertise behind B-Wealth
Yash Bhavsar
Founder & Chief Wealth Advisor
Founder · B-Wealth Financial Services
Expert Financial Advisor & Wealth Strategist Financial growth is a journey that requires both discipline and deep market insight. Yash Bhavsar the Founder of B-Wealth Financial Services. 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