About Us
Savor the perfect fusion of investment and insurance
under one roof.
Financial Solutions for Life
Samatvam Finserv LLP was formerly known as Lifecare Financial Services, now comes up with same objective & more financial services. Samatvam means equanimity. Its root is sama meaning equal or even. Equanimity is a calm state of mind which means one does not become angry or upset, especially in difficult situations. The logo depicts ‘swastika’ which stands for progress, movement and accelerates growth. We believe that simplified smart financial planning “Done Today” is key to a brighter portfolio and a tension-free tomorrow.
We provide partnership to take better decisions about your financial activities. Providing financial solutions to individuals and organizations is our core competency. Based on their requirements and mission vision of the future, we recommend the most appropriate alternative solutions. Assisting them in the planning of long-term as well as short-term goals through various asset classes. So that they can focus on their life and business while we handle all your financial needs.
1000+
Clients
+
Years of Experience"Financial freedom with risk management." We stand on the pillars of high-level Integrity and Reliability.
We are an IRDA authorized Insurance consultant, an AMFI certified Mutual Fund Distributor and a proud member of International Clubs like Top of Table (TOT - USA), Court of Table (COT - USA) and Million Dollar Round Table (MDRT – USA).
Our Team
Bhavesh Shah
Founder
He is the founder of Samatvam Finserv LLP. He possesses graduate degree in commerce and software engineering. He is having rich experience in the field of Investment and Insurance for more than decade. His true strength is - Simplified Financial Planning, which he manages to cause through his ongoing participation in training programs, seminars and workshops at National and International level. He has earned several Awards and Recognitions at National and International level in his decade long journey of providing Simplified Financial Planning. He also conducts seminar on Financial Freedom.
Shikha Shah
She is one of the founder members of Samatvam Finserv LLP. She possesses Master Degree in Science (Gold Medalist). She has powerful relationship with numbers which contribute tremendously for effectively serving and fulfilling the future of our clients.
Divy Modi
He is young and dynamic leader with a specialization in General Insurance. He is providing his expertise to our clients since his association with us from 2016. He is a Post Graduate Diploma in Mass Communication and Journalism. He has completed the fellowship in General Insurance from Indian Institute of Insurance.
Kalgi Shah
Kalgi Shah is one of the directors of Samatvam Finserv and a young, dynamic finance enthusiast with an MBA in Finance & Marketing and a Level 1 passed Chartered Financial Analyst. With over five years of deep expertise in finance industry, she excels in crafting tailored financial plans for individuals, families, HNIs, and corporates. Leveraging her leadership skills to drive company growth, Kalgi is committed to achieving goals with a 'Client First' approach, bringing a strategic focus to wealth management.
This is the past. We want to look forward to the future.
As an outstanding investment and insurance consultancy in India, with 1000+ happy clients who have reviewed us as the best supporter for them and we therefore have earned good ratings. We have team of talented personnel who guide the customers efficiently to help them make a beneficial verdict.