About The Company
Livewell Finserv Pvt Ltd is AMFI-Registered Mutual funds distributor and is a leading capital market investment company dedicated to helping clients achieve financial independence and a prosperous future. Our expertise lies in long-term Investments by tailoring financial goals and investment durations for each client.
Our area of specialisation lies specifically in suggesting our clients how to create wealth over the long term by planning for their Financial Goals, based on their risk-return profile & Investment duration, to Define the correct Asset Mix, Allocation of Assets, and identifying the products to deploy the same with the consideration of tax effectiveness and cost-efficiency of the products. Focusing on long-term investor relationships, Livewell to a diverse range of customers from different income groups customizing each portfolio to match individual needs and goals.
We realize an investment at right time and the right way can secure you and your family’s future and support you when you need to fulfil your life’s most important commitments like your child’s education / marriage, your dream retirement. We understand that you also dream that your real returns on your investments should be able to help you retain your standard of living after retirement, even after meeting all family commitments. We also work in securing your family’s health needs thus keeping your peace intact throughout your life.
Keeping all your expectations in mind we work effortlessly in driving away your future worries by nurturing all your dreams. For us, each individual client is unique and important. We make sure we understand your goals and dreams, do an in-depth analysis of your portfolio. We value your hard-earned money hence take all investment decisions only after your satisfaction and approval keeping in mind your “Risk-Return Matrix”.
Who We Are
Livewell Finserv Pvt Ltd is founded by Mrs. (Amarpreet Sabharwal), She is MA (Economics, English) , AMFI registered Mutual Fund Distributor , CFGP (Certified Financial Goal Planner) , Insurance Advisor ( Health, Life, general) and has over 15 years of rich experience in the field of Wealth Management and personal finance & Investments. She has extensive experience and in-depth knowledge of Equity, Mutual fund, Risk Management & insurance planning & Debt market.
We at Livewell Finserv are well equipped with a team of dedicated financial professionals. Livewell is well equipped office managed by an able team of Customer Support personnel. While we are process oriented & always aspire to have the personal touch with our investors because we believe we have our investor’s most valuable asset—TRUST.
We cater to the investor’s need by allocating his assets across diverse financial products
Mutual Funds
PMS (Portfolio Management Services)
AIF (Alternative Investments Fund)
Government Securities
Life & General Insurance
Will & Succession Planning
We measure our success in terms of the accolades bestowed upon us by our investors and their success in achieving their financial goals with our valuable support.
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