About Us

Who we are

At Saanvi Financial Services, we are more than financial advisors — we are partners in your wealth journey. Founded with a vision to provide exclusive, research-driven, and personalized financial solutions, we serve High Net-worth Individuals (HNIs), NRIs, and successful professionals who seek more than standard investment advice. With years of experience in wealth management, insurance, and global investment strategies, our team blends expertise, transparency, and trust to design strategies that protect, grow, and preserve your wealth. Whether it’s creating a globally diversified portfolio, planning for legacy transfer, or ensuring risk protection, we bring clarity and confidence to complex financial decisions. At the heart of our philosophy lies one simple belief: We don’t just manage wealth — we nurture it for generations to come.

Our Skills

Wealth Management Expertise

Global Financial Advisory

Risk & Insurance Planning

Tax & Estate Structuring

Client-Centric Approach

Company Mission

At Saanvi Financial Services, our mission is to empower individuals and families with financial literacy, so they can make informed and confident wealth decisions. We strive to deliver world-class financial solutions that cater to the unique needs of HNIs, NRIs, and high-income professionals, ensuring their wealth is preserved, protected, and grown across generations. With a vision to work globally yet stay personally connected, we bring international best practices together with deep local expertise. Every strategy we design is guided by trust, transparency, and innovation, with one clear goal: delighting our clients through long-term satisfaction and meaningful financial outcomes.

Our Staff

Owen Miller
manager
Owen Miller
manager
Owen Miller
manager
Owen Miller
manager

We Work With