Integrity
Solutions are recommended because they serve you best, not because they are easy to place.
About Vivaan & Co
Trusted Insurance & Mutual Fund Consultancy Since 2018
Guided by integrity, powered by experience, committed to your financial security.
Our Story
Vivaan & Co was founded in May 2018 to bring transparent Insurance and Mutual Fund advisory to individuals and businesses who value long-term partnerships over transactional service.
Built on Transparency & Trust
We began as a boutique advisory inspired by the belief that every family and enterprise deserves clarity, continuity, and compassion when safeguarding their future. Our team collaborates closely with clients to decode policy fine print, strategise premium efficiency, and ensure claims are resolved without friction.
From evaluating risk exposure to optimising investments, we stay aligned with your milestones, ensuring every recommendation is grounded in empathy and seasoned expertise.
Mission
Build trust by delivering dependable claim support and proactive insurance & investment planning.
Vision
Be the most trusted partner in protecting livelihoods and growing wealth for generations.
20+ yrs
Insurance Leadership
2018
Founded in Mumbai
100%
Claim Support Commitment
360°
Risk & Wealth Advisory
Meet Our Founder
Mr. Mahesh Sawant established Vivaan & Co after leading underwriting and claims teams across reputed insurers. His on-ground experience ensures every client receives advice that is practical, defensible, and future-ready.
- Specialist in General & Life Insurance portfolio design
- Known for honest claim representation and dispute resolution
- Mentors a trusted network of underwriters, surveyors, and TPAs
Expert Insights
Guiding corporates, SMEs, and families on coverage adequacy, risk mitigation, and investment discipline.
Claim Advocacy
Supporting clients through documentation, insurer liaison, and escalation to achieve legitimate payouts.
Client Relationships
Building enduring partnerships with renewal reviews, policy optimisation, and milestone-based planning.
Our Journey
Milestones that reflect our growth, resilience, and promise to every client we serve.
2018
Vivaan & Co is founded
Mahesh launches the consultancy with a mission to deliver transparent planning and reliable claim assistance.
2019
Claim support desk launches
A dedicated workflow to track documentation, insurer coordination, and client updates is established.
2021
Mutual Fund advisory expansion
Introduced SIP, ELSS, and wealth creation strategies aligned with clients’ tax and retirement goals.
2024
Integrated risk & wealth reviews
Embedded periodic coverage and portfolio reviews to deliver holistic protection and growth advice.
Our Core Values
Principles that guide every conversation, recommendation, and claim we manage.
Reliability
Expect consistent reminders, detailed claim updates, and proactive renewal support.
Empathy
We recognise the emotional and financial weight of risk, and respond with care and clarity.
Growth Mindset
We stay agile with market shifts to keep your protection and investments future-ready.
Why clients stay with Vivaan & Co
Our advisory is designed for lifelong relationships—rooted in transparency, dependable support, and measurable outcomes.
- Cross-insurer comparisons for optimal premium-value balance
- Documentation templates, claims checklists, and escalation pathways
- Integrated insurance and investment reviews every policy cycle
100% Claim Advocacy
Multi-Insurer Network
Client-First Processes
Partner With Us
Ready to experience transparent advisory?
Let’s discuss your current covers, future goals, and how Vivaan & Co can reinforce your financial security.