About us
Be Smart. Be Strategic.
Be Secured.
Growing Your Wealth
Welcome to Saumit, a trusted investment advisory firm dedicated to helping clients grow, preserve, and optimize their wealth. We specialize in the distribution of Mutual Funds, AIFs, SIFs, PMS, Fixed Deposits, and Bonds, offering a comprehensive suite of investment products to suit every financial goal.
At Saumit, we believe that every investor’s journey is unique. That’s why we design personalized investment strategies aligned with each client’s financial objectives, time horizon, and risk profile. With deep industry expertise and a client-first approach, we strive to deliver clarity, confidence, and long-term value in every investment decision.
Saumit’s Formula For Success in the Investment Advisory Industry
Saumit, a leading investment advisory and distribution firm, has earned its place at the forefront of the wealth management landscape through expertise, integrity, and a client-first philosophy.What truly distinguishes Saumit is its unwavering focus on personalized investing. Every portfolio is crafted around the client’s financial goals, risk profile, and long-term vision — ensuring strategies that are both effective and meaningful.With a diverse range of offerings across Mutual Funds, AIFs, SIFs, PMS, Fixed Deposits, and Bonds, Saumit provides access to carefully selected investment opportunities backed by research and experience.A team of seasoned professionals combines data-driven insights with tailored guidance, helping clients navigate markets with clarity and confidence. By fostering relationships built on transparency, trust, and performance, Saumit continues to set the standard for excellence in investment advisory.
Vision
At Saumit, our vision is to shape the future of investing by empowering individuals, families, and businesses to achieve financial independence with confidence and clarity.We are committed to excellence, innovation, and trust, guiding every client toward a secure and sustainable financial future.
Mission
Our mission is to help clients grow and protect their wealth through personalized and research-driven investment strategies.By offering diverse solutions across Mutual Funds, AIFs, SIFs, PMS, Fixed Deposits, and Bonds, we provide opportunities tailored to each client’s goals and risk appetite.With a foundation built on integrity, transparency, and long-term relationships, we strive to deliver consistent value and peace of mind in every stage of their financial journey.
Values
Expertise
With a team of seasoned financial professionals, we bring deep market insight and analytical expertise to every client relationship. Our advisors, portfolio strategists, and research analysts are dedicated to delivering informed guidance and reliable support at every step of the investment journey.
Integrity
We uphold the highest standards of ethics and transparency in all our interactions. Every recommendation and decision at Saumit is grounded in honesty, trust, and respect for our clients, employees, and partners.
Community Focus
Beyond financial growth, we believe in creating meaningful impact. Saumit actively supports initiatives that foster financial literacy, environmental responsibility, and inclusive economic development within the communities we serve.
Innovation
We embrace innovation and technology to stay ahead in an evolving financial landscape. By harnessing data analytics and market intelligence, we design dynamic investment solutions that adapt to changing trends and client aspirations.
Customer-Centric Approach
Our clients are at the core of everything we do. We take the time to understand their goals, preferences, and risk comfort, building personalized portfolios that align with their vision of financial success and security.
Meet the Experts
The Dynamic Leaders Behind
Our Success
We take great pride in the legacy our Jhaveri family has built over decades in the financial services industry. What began in 1962 with our founder, Mr. MahendraKumar B. Jhaveri, starting his career in life insurance has now evolved into a multi-generational commitment to guiding clients toward financial security and growth. With each generation, our family has carried forward the values of integrity, trust, and personal attention while expanding into new areas of expertise.
Today, as the third generation, I, Mr Smit Ketan Jhaveri, am proud to continue this journey with a dedicated focus on mutual fund advisory and wealth management. A graduate of NMIMS with an MBA, Mutual Fund Distributor and a Licentiate from the Insurance Institute of India, I bring both academic rigour and practical understanding to help clients navigate an increasingly dynamic financial landscape.
Our vision is simple yet powerful: to build and preserve wealth for our clients in alignment with their unique goals. We work to design strategies that balance growth with security, tailoring portfolios to changing market conditions while ensuring that every client receives the highest standard of service and transparency.
With a foundation of trust spanning three generations, our mission is to provide clients not just with the best funds but with thoughtful strategies that adapt, endure, and help them achieve lasting financial success.
He is an authorised agent for Post Office Small Savings Schemes and a Certified Advisor for Mutual Funds with the Association of Mutual Funds of India (AMFI). He has been an Independent Agent of LIC since 1993 and a Direct Agent for General Insurance for 23 years. He has over 25 years of expertise in financial planning. Mr. Jhaveri has also held the positions of founding president of the General Insurance Agents’ Association of Surat and president of the LIC Agents’ Association, Surat Division.
With over 52 years of experience in life insurance advisory and 22 years in general insurance advisory, Mr. MahendraKumar B. Jhaveri, B.A. (Spl), is an accomplished insurance expert. He has a Diploma in Life Insurance Marketing (DLIM) from Pune and a Certificate of Insurance Salesmanship (CIS) from Mumbai. He has proven his expertise in the field by qualifying once for Court of the Table (USA) and four times for MDRT (USA) as a life member of the Chairman’s Club of LIC of India. Additionally, Mr. Jhaveri was the former president of the LIC Agents’ Association, Surat Division, in Surat.
With over 23 years of expertise, Mrs. Reema K. Jhaveri is a licenced life insurance advisor with LIC of India. She has 20 years of expertise as a general insurance advisor. She is qualified to hire agents for the business because she is the Chief Life Insurance Advisor at LIC. She also serves as an authorised agent for the Post Office’s Mahila Pradhan Bachat Yojana for recurring deposits. She has been able to qualify for Court of the Table (USA) and MDRT (USA) four times because of her competence in the subject. Since the past 11 years, she has been a proud member of the Chairman’s Club of LIC, and she is qualified to collect premiums and issue receipts on behalf of LIC of India.
Mrs. Maltiben M. Jhaveri is an experienced professional in the insurance sector and a graduate of HSS from Mumbai. She has worked as a life insurance advisor with LIC for the past 46 years, starting in 1969, and has a diploma in life insurance marketing from Pune. She is a renowned Chairman’s Club Life Member of LIC of India, which speaks to her long-standing devotion to and dedication to her clients. She has also worked at Direct General Insurance for the past 19 years. Mrs. Jhaveri has achieved qualification for MDRT (USA) three times, as well as Court of the Table (COT) (USA). She is a trusted counsel for her clients because of her extensive professional expertise and awards accumulated over the years.
Get in Touch
Your Trusted Investment Partner
Reach out to us today to start building your financial future.
Our expert team is ready to guide you with personalized investment strategies, tailored portfolios, and dedicated support for long-term growth and success.