SERVICES

PLANNING TO INVEST FOR YOUR GOALS?                    GET PERSONALIZED ADVICE BASED ON YOUR NEEDS

We, at Dhan Nu Vavetar, start with your financial goals. The reason you’re planning investment. Based on your financial goals, current financial stand, income and expenditure, risk tolerance capacity, and budget we then make various strategic investment recommendations.

At, Dhan Nu Vavetar, we thus, focus on “goal-based investments”.

WE HELP YOU TO BE FINANCIALLY EQUIPPED FOR THE DEFINED JUNCTIONS OF YOUR LIFE AND FOR THE JUNCTIONS YOU MIGHT NOT EXPECT

Retirement Planning

Based on your lifestyle, we’ll advise you on how much to save and invest, where and what kind of products with optimal risk level you need to invest in.


Buying a Dream Home

Buying a dream home is generally a short-to-medium term goal. Based on the current financial stand and we’ll create a slightly more conservative portfolio, given that this is a short- to medium-term goal.


Child’s Higher Education Planning

As parents you want the best for your child, we are here to help you achieve your goals for child’s future. Keeping your goals in mind, we design financial strategy to equip you to achieve your financial goals.


If you’re not sure what is your goal

We have an investment plan for that as well. It might happen that you don’t have a specific reason to save but still want to multiply your wealth over a period of time. We help you create a full-proof strategy and allocation for your wealth multiplication.


If the market downturns

Everyone talks about a good game but the moment quoted market values decline, panic is not uncommon. However, with Dhan Nu Vavetar you need not worry, we are prepared for that as well.