WEALTH ELEMENTS

About WEALTH ELEMENTS

Wealth Elements aims to empower individuals and families to achieve financial freedom through smart planning and trusted investment solutions. As experienced financial advisors and insurance consultants, we specialise in understanding your unique needs and providing tailored guidance across Mutual Funds, Life Insurance, Term Insurance, Medical Insurance, and LIC policies.

We go beyond conventional investment advice by helping you plan for every important milestone in life — including Emergency Planning, Marriage, Healthcare, Child Education, Child Marriage, Home Planning, and Retirement. Each of these moments requires thoughtful financial preparation, and our role is to ensure you’re ready for them without financial stress.

We believe that financial success is not just about making investments—it’s about making the right investments. By aligning your financial choices with your life goals, risk tolerance, and time horizon, we help you build a secure, stable, and growth-oriented future.

Our approach emphasises the importance of early planning, disciplined investing, and a long-term vision. Whether you're securing your family's future, saving for your child's education, planning for your dream home, or preparing for retirement, we’re here to walk the journey with you, every step of the way.

At Wealth Elements, we don’t just manage your money — we help you shape your financial story with confidence, clarity, and care.

About Founder

With over 25 years of experience in the field of financial planning, Mr. Narendra Sawant is the visionary behind Wealth Elements. As the founder, he has built a legacy of trust, integrity, and client-centric service. His deep understanding of the Indian financial landscape, coupled with his personal approach to wealth advisory, has made him a trusted name among his clients.

Having served over 500 happy and satisfied clients, Mr. Sawant’s expertise spans across insurance, investments, and long-term financial planning. He strongly believes that financial planning is not just about money, but about securing peace of mind for individuals and their families. His goal is to help clients achieve financial independence through well-thought-out and personalised strategies.

Mr. Sawant continues to mentor the team, bringing valuable insights from his decades of experience, and plays an active role in building lasting client relationships.

Founder

MR. NARENDRA SAWANT

Director & Co-founder

MR. SUMIT SAWANT

About Director & Co-founder

As the Director and Co-founder of Wealth Elements, Mr. Sumit Sawant brings a fresh perspective and dynamic leadership to the company. He is actively involved in financial planning and mutual fund advisory, helping clients make informed and effective investment decisions.

Sumit combines strategic thinking with a deep understanding of market trends, offering solutions tailored to the unique financial goals of every client. Whether it’s planning for a child’s education, buying a home, or building retirement wealth, he ensures every investment plan is both goal-oriented and risk-managed.

Dedicated to transparency and client education, he often engages in one-on-one discussions to break down complex financial concepts into easy, actionable advice. With a keen focus on long-term wealth creation, Mr. Sumit is at the forefront of building Wealth Elements into a trusted brand in financial services.

About Client Services & Operations Head

The strength behind seamless operations at Wealth Elements, Mrs. Snehal Sawant leads the back office and client relationship functions with dedication and care. She plays a pivotal role in managing clients, maintaining communications, and ensuring that every customer feels valued and supported.

From tracking upcoming premium due dates to notifying clients about the maturity of their policies, she ensures that every client stays informed and up-to-date. Her proactive approach has helped strengthen trust and foster long-term relationships.

Snehal’s attention to detail, organisational skills, and compassionate attitude make her the go-to person for client servicing. She is passionate about creating a smooth and personalised experience for every client, ensuring they feel secure and confident in their financial journey with Wealth Elements.

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