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.
Mayur Makwana
(B.Com., NISM Series V-A Certified)
Operations Manager – Mutual Fund Services
Mayur Makwana is a dedicated financial operations professional with a Bachelor of Commerce degree (2018) and certification in mutual fund distribution through NISM Series V-A. His technical skills in Microsoft Word and computer operations provide a solid foundation for efficient back-office and investor service functions.
With hands-on experience as a Front Desk Officer, Mayur has handled a wide range of responsibilities including investor and distributor query management, co-ordination with AMCs, and resolution of both financial and non-financial transactions. He excels in maintaining client communication records, processing transactions accurately, and ensuring prompt service delivery.
His strong focus on operational accuracy, responsiveness, and organizational efficiency has equipped him with a solid understanding of mutual fund operations, backend co-ordination, and investor servicing workflows. Mayur is known for his reliability, attention to detail, and commitment to service excellence.
Currently, Mayur is looking to broaden his role within the financial services industry, where he can leverage his operational strengths to enhance client satisfaction and contribute meaningfully to business processes and compliance.
📧 Contact: mayur.1011.mp@gmail.com
+91 9375612873
Office: 159-B, Kenyanagar Society,
Near Abhilasha Char Rasta, New Sama
Road, Vadodara, Gujarat, India PIN-390024
At Sarvottam Wealthnetwork Pvt Ltd, we offer a variety of financial instruments and strategies to help you build and protect your wealth.
Mon - Sat : 10:00 AM to 6:30 PM
Sunday : Closed
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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