Mutual Funds | SIP | SWP| SIF | PMS | AIF | Insurance

Mutual Funds | SIP | SWP | PMS | AIF | Insurance

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Welcome to
Livewell Finserv Pvt. Ltd.

Team Members

CA (CFP) Anand Sabharwal

Founder Member

CA. Anand Sabharwal (B.COM, FCA, DISA (ICAI), CCA (ICAI), CFPCM (FPSB, USA), VA-NISM, PMS-NISM, SIF-NISM) is founder member of Livewell Finserv Pvt Ltd. He is a Qualified Chartered Accountant, Certified Financial Planner (CFP) from FPSB (Financial Planning Standards Board) USA has done Diploma in Information Systems Audit (DISA-ICAI), Certified Concurrent Auditor (ICAI), Certifications in Mutual Fund Distribution (Module-VA), Portfolio Management Services (PMS-Module XXIA) Common Derivatives (Module-XIII) from National Institute of Securities Markets (NISM, Mumbai) & was a co-opted member on the Committee on Financial Market & Investors protection of the Institute of Chartered Accountants of India for the year 2022-23.

He is an educationist, writer, speaker and has avid interest in investments, wealth, tax & succession planning. He is dedicated to make a positive impact on people's financial lives and had the privilege of empowering numerous individuals & corporates with financial literacy and guiding them towards wealth creation through various educational webinars & seminars. Simultaneously, He act as a catalyst for entrepreneurs—helping startups launch and enabling MSMEs to successfully raise capital. He believes that money speaks a universal language: 'Save me today, and I'll save you tomorrow.'

Amarpreet Sabharwal

Promoter Director

Amarpreet Sabharwal is founder director of Livewell Finserv Pvt Ltd. She has done MA in Economics & English, Certifications in Mutual Fund Distribution (AMFI-VA) & CFGP (Certified Financial Goal Planner) from National Institute of securities markets, Mumbai, certified Insurance Advisor in health, life & general from Insurance Institute of India, Mumbai. She is working in the field of Wealth Management, personal finance & Insurance since 2020.

Samarth Sabharwal

Director

Samarth Sabharwal is director of Livewell Finserv Pvt Ltd. He is persuing Chartered Accountant CA course. He has done certifications in mutual fund distribution (MFD), portfolio management services (PMS) & Retirement Advisory (CRA) from National Institute of Securities Markets (NISM), Mumbai.

Gaurav Singla

Manager Operations

Gaurav Singla is a Operations Manager at Livewell Finserv Pvt Ltd. He takes care of back office operations and day to day tasks.

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