Mr. Tanmay Bhavsar and Mrs. Sejal Bhavsar are two entrepreneurs who began the journey of Evershine Wealth in August 2018.
Evershine Wealth is a Mutual fund Distribution firm registered with AMFI under the ARN - 144838(Sejal Tanmay Bhavsar).
Evershine Wealth offers a wide array of products and services, including integrated Mutual Fund services, Tax Consulting services, General Insurance, Life Insurance & Mutual Fund. Evershine Wealth serves high net worth families and individuals and retail investors. We aim to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive for us.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their investment plan as received by us. Our approach is to counsel individual clients, understand their profile, needs, and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their investment plan.
Our Vision
To build the Comapany name as a trusted brand in the Financial Services.
Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
- Highest standards of quality at a reasonable cost.
- Meeting the general and sophisticated financial goals of our clients.
- Developing, encouraging, and rewarding the superior performance of our employees.
- Our Motto is to invest your money in mutual funds carefully and safely like your own investment.
Management Team
Tanmay Bhavsar - Certified Financial Planner CFPcm
Tanmay Bhavsar has over 14 years of experience in Wealth Management with various organizations like HDFC Bank, RBS Wealth Management & ICICI Securities. In his last stint as Territory Head with ICICI Securities, he was managing an AUM of 250 Crores for HNI & Ultra HNI customers. He had been providing similar services, to the satisfaction of his clients.
Sejal Bhavsar - Master in Commerce
Sejal Bhavsar is a Master in Commerce from South Gujarat University and has over 6 years of experience in financial & account management.
Asset Under Management as on 30 September 2020 - 75 Crores
Other Sites
