About B-Wealth

Plan Your Wealth Creation Journey with B-Wealth.

Trusted Experts

B-Wealth is a premier financial advisory firm with 3+ years of experience in Indian financial markets. We specialize in AMFI-registered Mutual Fund distribution, IRDAI-licensed insurance consulting, and goal-based financial planning.

Wealth Creation

To empower families across India with the right investment tools. We aim to simplify SIP (Systematic Investment Plans) and ensure every household has access to professional portfolio management and risk protection.

Reliable Advisory

To become the most trusted digital-first platform for holistic financial planning, helping millions achieve financial freedom through disciplined investing and smart tax-saving strategies.

Why Choose B-Wealth?

Expert & Certified Advisors

Learn from industry experts with SEBI and AMFI certifications. We provide unbiased advice fully compliant with latest financial regulations.

Digital 24/7 Support

Manage your wealth on the go. Get instant access to your investment portfolio and real-time support for all your financial queries.

Secure & Transparent

We prioritize your data security with bank-grade encryption. Experience 100% transparency in commission disclosures and investment tracking.

Trusted Brand

A track record of excellence in Wealth Management. Join thousands of satisfied clients who have secured their future with our proven investment strategies.

◆ Leadership ◆

Meet Our Founder

The vision and expertise behind B-Wealth

Founder B-Wealth

Yash Bhavsar

Founder & Chief Wealth Advisor

✓ AMFI Registered ✓ IRDAI Licensed ✓ NISM Certified

Yash Bhavsar

Founder · B-Wealth Financial Services

5+
Years Experience
500+
Happy Clients
₹1Cr+
Assets Managed

Expert Financial Advisor & Wealth Strategist Financial growth is a journey that requires both discipline and deep market insight. Yash Bhavsar the Founder of B-Wealth Financial Services. My professional foundation is built on 5 years of comprehensive experience in the financial landscape: including 3 years of specialized Personal Investment Planning and 2 years of intensive Industrial Financial Experience.

Having worked across both individual and industrial sectors, I bring a unique, 360-degree perspective to wealth management. Based in Surat, I have successfully guided over 500+ clients across India in navigating Mutual Funds, Insurance, and SIP planning. Currently managing ₹1 Cr+ in assets, my mission is to bridge the gap between complex financial markets and goal-based, transparent investing.

Credentials & Certifications

AMFI Registered MFD IRDAI Licensed NISM Certified
Book Free Consultation

"Wealth is not about having a lot of money - it's about having a lot of options. My goal is to give every client those options through smart, disciplined, and personalized financial planning."

Yash Bhavsar

Founder, B-Wealth