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Saventh Advisor · When apps are not enough

Advisor-led financial planning for employees

Portfolio reviews, goal planning, and plain-English answers — from qualified advisors backed by AMFI-regulated mutual fund execution.

Self-serve SIPs work for many. But marriage, home purchase, inheritance, or a sudden salary jump benefit from a conversation. Saventh Advisor connects salaried Indians to human planners who understand workplace benefits, Indian tax context, and Saventh's investing tools.

Connect with advisor Self-serve investing

Advisor-led financial planning on Saventh

Advisor services for salaried Indians

Goal planning

Home, education, retirement with realistic SIP maps

Portfolio review

Holdings, overlap, and rebalancing suggestions

Tax-aware investing

ELSS and 80C coordination (not ITR filing)

Insurance adequacy

Term and health cover checks vs investing surplus

Workplace benefits

EPF, NPS, and employer group cover context

Behaviour coaching

Panic during volatility, lifestyle inflation

From request to plan — four steps

1
Request
Submit via advisor portal or employer-facilitated intro.
2
Discovery call
20–30 min on goals, income, existing cover, and risk comfort.
3
Plan summary
Written or in-app recommendations — you approve before action.
4
Execution
Optional implementation via Saventh investor app on BSE Star MF.

Advisors do not guarantee returns. You stay in control of every transaction.

Advisors powered by the Saventh platform

Capability	Benefit
Investor app	One view of goals, SIPs, and statements
Learn	Advisors assign quests before complex products
HR portal	Workplace cohort programmes with advisor office hours

Are you a mutual fund distributor or financial advisor?

Saventh's partner channel offers workplace distribution, co-brand options, and advisor tooling.

CTA: .button-2"Partner with Saventh"

Saventh's partner channel offers workplace distribution, co-brand options, and advisor tooling.

CTA: .button-2"Partner with Saventh"

Regulated distribution you can verify

Saventh mutual fund services: Half Billion Technology Pvt Ltd, AMFI ARN 324457, execution on BSE Star MF. Full disclosure

Compliance: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Saventh mutual fund services: Half Billion Technology Pvt Ltd, AMFI ARN 324457, execution on BSE Star MF. Full disclosure

Compliance: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Frequently asked questions

Human advisor support for Saventh users and workplaces.

Is advisor support available to retail users?

Yes where programme capacity allows. Workplace employees at partner organisations may receive priority access — check with HR.

Do advisors charge separate fees?

Many workplace programmes include advisor access at zero employee cost. Retail or premium scopes may differ — disclosed before engagement.

Can advisors manage my money directly?

Advisors recommend; you confirm each investment in the investor app. Saventh does not offer discretionary portfolio management unless explicitly offered and documented.

How is Saventh Advisor different from bank RM?

Saventh combines workplace literacy, HR analytics, and AMFI-regulated MF execution — advisors focus on planning, not one-off product pitches.

Where can I verify ARN 324457?

AMFI public register or /legal/regulatory on saventh.com.

Talk to a human when it matters

Request advisor support through Saventh — or start with Learn if you prefer self-serve.

Connect with advisor

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Saventh is an AMFI-registered mutual fund distributor (ARN 324457).

Saventh Investment is an AMFI Registered Mutual Fund Distributor.

Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Saventh Investment makes no warranties or representations, express or implied, on products offered through the platform of Saventh Investment. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.

AMFI Registered
ARN - 324457