Sarvottam Wealthnetwork Private Limited
Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner
Creating Wealthy & Happy Families, Ethically
Your trusted partner in ethical wealth creation with 18+ years of experience, ₹65+ Cr AUM, and 500+ happy clients across the globe.
Bansi Bhadania
(B.C.A., NISM Series V-A Certified, CCC Certified)
Back Office & Operations Executive – Financial Services
Bansi Bhadania is a qualified Bachelor of Computer Applications (B.C.A.) graduate from March 2016, holding dual certifications in NISM Series V-A for mutual fund distribution and CCC for computer proficiency. Her strong technical background and operational discipline position her as a valuable asset in financial back-office functions.
In her role as a Back Office Executive, Bansi has managed diverse responsibilities including AMC invoicing, GST and income tax-related tasks, and investor data updates. She ensures regulatory compliance, accuracy in data handling, and timely processing of transactions and documentation.
Bansi is known for her structured workflow, eye for detail, and ability to manage sensitive financial data with integrity. Her hands-on experience with day-to-day backend operations and financial documentation enables smooth coordination across teams and departments.
With a goal to broaden her impact, Bansi now seeks to expand her role in a progressive financial services environment—where she can apply her skills to enhance operational efficiency and client servicing standards.
📧 Contact: pabai.bansi@gmail.com
+91 9375612873
Office: 159-B, Kenyanagar Society,
Near Abhilasha Char Rasta, New Sama
Road, Vadodara, Gujarat, India PIN-390024
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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