ABOUT US
We at Dhanvikas Financial Services start my journey in Dec 2020 in this finance industries transforming life of people through needbase product offer. client base of 50 plus. Our prime objective is to create financial Literacy in society and give the financial Freedom with ethical suggestion.
Dhanvikas Financial Services understands the sensitivity and thus have a plethora of services to serve unique needs of clients. We focus on personal goals and priorities, guiding towards financial choices to have better tomorrow. Services we offer to our clients include Financial planning, Mutual Fund, Life insurance, Health Insurance, General Insurance, Portfolio Management Services, Alternate Investment Fund, Loans, Real estate Equity and Pre IPOs.
At Dhanvikas Financial Services we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Dhanvikas Financial Services is an AMFI certified Mutual Fund Distributor also a qualified Insurance Advisor / Retirement Advisor / Certified Financial Planner. Currently we are handling more than customers in and outside India.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything