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Summit Wealth Advisory
Financial Planner & Investment Consultant
Summit 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.
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
Ankit Verma — Entrepreneur, Pune
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.
Meera Iyer — Senior Manager, Bengaluru
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
Dr. Sandeep Kulkarni — Consultant, Mumbai
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.
Blog
Smart Investments, Smarter Future
In today’s fast-moving world, your money should work as hard as you do. At Summit Wealth Advisory, we focus on smart, goal-based investment strategies designed for growth and stability. From mutual funds and equities to low-risk bonds, every portfolio is crafted based on your income, age, and long-term objectives.We don’t just chase returns — we build financial discipline that compounds over time. With transparent insights and regular performance tracking, you stay in control of your wealth, every step of the way.📩 Contact: info@summitwealthadvisory.com📞 Phone: +91 9876543210📍 Location: Mumbai, India
Building a Retirement You Deserve
A peaceful retirement doesn’t happen by chance — it’s the result of careful planning and smart decisions. At Summit Wealth Advisory, we help you design a retirement plan that keeps your lifestyle intact while ensuring long-term stability.We analyze your income, expenses, and financial goals to create a personalized retirement roadmap. Our goal is simple — to let you enjoy your future without worrying about your finances. Because after a lifetime of work, you deserve comfort and confidence.📩 Contact: info@summitwealthadvisory.com📞 Phone: +91 9876543210📍 Location: Mumbai, India
Why Financial Planning Isn’t Just for the Rich
Most people believe financial planning is only for the wealthy — but the truth is, it’s for everyone. At Summit Wealth Advisory, we help individuals from all walks of life organize their money, eliminate debt, and achieve their dreams through practical financial strategies.Whether you’re just starting your career or planning for your family’s future, having a clear financial plan can change your life. Small steps like budgeting, investing regularly, and insurance coverage can build a foundation for lifelong security.📩 Contact: info@summitwealthadvisory.com📞 Phone: +91 9876543210📍 Location: Mumbai, India
Investment Planning — Turning Goals Into Growth
Every successful investment starts with a clear goal. At Summit Wealth Advisory, we don’t just pick funds — we create a personalized investment blueprint that fits your lifestyle, income, and future plans. Whether you’re new to investing or already have a portfolio, our experts analyze market trends, risk tolerance, and long-term needs to ensure your money performs at its best.We help you diversify wisely through equities, mutual funds, SIPs, and bonds — balancing stability with growth. Our goal-based investment planning approach ensures that every rupee you invest moves you closer to your dream — be it your child’s education, a...
Retirement Planning — Secure Tomorrow, Today
A happy retirement doesn’t happen overnight — it’s built over years of careful planning and disciplined saving. At Summit Wealth Advisory, we help you visualize your retirement goals and create a financial strategy to achieve them. From pension planning to income allocation, our retirement solutions are customized for your comfort and independence.We calculate your post-retirement expenses, inflation impact, and returns to ensure you never run out of income during your golden years. With the right mix of security and growth assets, we turn uncertainty into peace of mind.📩 Email: info@summitwealthadvisory.com📞 Contact: +91 9876543210📍 Location: Mumbai, India
Tax & Wealth Management — Maximize, Optimize, Grow
Taxes shouldn’t take away your growth — they should align with it. Summit Wealth Advisory specializes in creating tax-efficient wealth management plans that help you retain more of what you earn. Our experts identify the best investment instruments under sections like 80C, ELSS, and NPS to optimize your tax outgo.We provide annual tax reviews, wealth audits, and rebalancing strategies that adapt to your changing income and goals. Our transparent process ensures you always know where your money stands — so you can grow wealth confidently and compliantly.📩 Email: info@summitwealthadvisory.com📞 Contact: +91 9876543210📍 Location: Mumbai, India
Insurance & Risk Protection — Safeguard What Matters Most
In a world full of uncertainties, insurance isn’t an expense — it’s protection. Summit Wealth Advisory provides expert advice on life, health, and asset insurance that ensures financial security during tough times.We analyze your current lifestyle, responsibilities, and income to determine ideal coverage levels. Whether you’re securing your family’s future or protecting your business, our risk management plans balance affordability with safety. Peace of mind begins with being prepared — and we make sure you’re covered from every angle.📩 Email: info@summitwealthadvisory.com📞 Contact: +91 9876543210📍 Location: Mumbai, India
Business & Corporate Advisory — Strategy Meets Stability
For business owners, financial clarity is the key to sustainable success. Summit Wealth Advisory partners with startups and corporations to offer strategic financial advisory, risk analysis, and cash-flow optimization.From capital structuring to investment strategy, we help you make informed decisions that align with long-term business goals. Our team ensures your operations are financially efficient, compliant, and future-ready. With the right plan, growth becomes not just possible — but predictable.📩 Email: info@summitwealthadvisory.com📞 Contact: +91 9876543210📍 Location: Mumbai, India
Financial Consultation & Goal Planning — Your Vision, Our Strategy
Every financial journey begins with a goal — we turn that goal into a structured plan. Summit Wealth Advisory provides personalized one-on-one consultations to understand your ambitions and create a realistic path toward them.Our experts map out short-term and long-term financial milestones while considering income, lifestyle, and risk appetite. From savings plans to wealth-building strategies, we help you move from “thinking about money” to “mastering it.”📩 Email: info@summitwealthadvisory.com📞 Contact: +91 9876543210📍 Location: Mumbai, India
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