Empowering smarter financial decisions through accessible, disciplined, and meaningful planning.
Our investor-first philosophy connects financial goals with structured planning and appropriate solutions.
Our philosophy
Financial Planning is not only for the Wealthy - It Is for Everyone.
Every recommendation begins with understanding your goals, time horizon and risk profile. From there, we build an allocation strategy, select suitable solutions and review them as your life changes.
Meet our founder
Sagar Davda
Founder | Devarth Financial Services LLP
With 16 years of business acumen and academic qualifications including B.Com, M.Com, Diploma in Business Management, and MBA (Finance), Sagar is passionate about helping individuals, families, and businesses achieve their financial goals through smart financial planning and disciplined investing.
Sagar believes that financial success is built on Trust, Discipline, and Continuous Learning. His approach is centred on understanding clients’ unique needs, prioritizing their interests, and providing suitable financial solutions that focus on long-term wealth creation and financial security.
His vision is to make professional financial planning accessible to everyone, because he strongly believes that wealth creation is not limited to a privileged few.
Who we serve
We are here for everyone
A diverse clientele base, united by one purpose: Wealth Creation For All.