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Summit Wealth Advisory
Financial Planner & Investment ConsultantSummit Wealth Advisory is a professional financial planning and investment consultancy led by Rohan Mehta. The firm specializes in helping individuals, families, and businesses build secure financial futures through strategic wealth management, retirement planning, insurance guidance, and investment advisory.
With a client-first approach, Summit Wealth Advisory focuses on long-term stability, smart diversification, and goal-based financial solutions. Every plan is customized to meet personal aspirations — whether it’s saving for education, building assets, or achieving financial independence. Backed by trust, expertise, and transparency, we make your money work smarter for a stress-free tomorrow.
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Our Services
Investment Planning
We help you grow your wealth strategically through diversified investment plans designed around your goals.
Retirement Planning
Retirement isn’t the end — it’s the reward of a well-planned life. Our expert advisors create personalized retirement strategies that balance comfort, savings, and future...
Tax & Wealth Management
Our tax and wealth management service focuses on maximizing your income and minimizing liabilities. With smart portfolio structuring, tax-saving investments, and yearly f...
Insurance & Risk Protection
Life is unpredictable — but your finances shouldn’t be. We provide a wide range of life, health, and asset insurance solutions that protect you and your family against un...
Business & Corporate Advisory
For entrepreneurs and business owners, our corporate advisory solutions include capital structuring, investment guidance, and risk assessment.
Financial Consultation & Goal Planning
Every financial journey starts with a clear goal. At Summit Wealth Advisory, we offer one-on-one consultations to understand your aspirations and design a realistic roadm...
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Testimonials
Summit Wealth completely changed how I look at investments. Rohan personally helped me understand where my money should go and why. My portfolio is growing steadily, and I finally feel in control of my finances.
Ankit Verma — Entrepreneur, Pune
I started with almost no knowledge about financial planning. The way Summit Wealth explained everything so clearly — from budgeting to mutual funds — was impressive. Their personalized approach makes you feel valued, not just like another client
Meera Iyer — Senior Manager, Bengaluru
I trusted Summit Wealth with my long-term retirement plan and insurance strategy. The team is genuinely focused on client benefit, not just profit. Their guidance gave me confidence that my family’s future is financially secure.
