• customerservice@dhanavruksha.in
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Company Profile

Dhana- (Money), Vruksha(Tree) – Vision of founders is to nurture & grow wealth for investors at various life stages, through quality advice and curated research, handholding throughout the wealth creation journey by periodic and intense portfolio reviews ensuring ideal asset allocation to meet their financial goals.

Ethos of Dhanavruksha

  • Innovative ideas the core team desires to implement across all walks of Financial Services
  • Thrive on feedback received from customers in various organizations the team has worked with
  • Implement Learnings from Various events that have influenced & impacted investments
  • Before and after sales service expectation of customers in Investment Advisory
  • Vision of the founders to take quality investment advisory to the possible last mile for progressive economic development of the country

Our Mission

  • Build a base of 1 lakh customers each with a minimum portfolio of Rs.1 crore and scale up
  • Create wealth for investors through uncompromised advisory quality and quality products
  • Ethical Advisory keeping the customers’ interest as paramount
  • Synergize the power of technology and excellence of human advisory
  • Financial inclusion through quality Wealth Management to the masses
  • Build and train a large team of Business Associates for faster penetration

Our Values

  • To educate the youth right from early days to empower them to make quality investments
  • To groom and Build a large team of professionals through regular training and mentoring

Our Strengths

  • Best of both worlds of Corporate Advisory and Individual Financial Advisors (IFA)
  • High level of accountability of IFAs with the aim of having long term relationship through quality and unbiased advisory
  • Institutionalization of strategy, ideas and research as the team has a combined work experience of 132 years in the Financial Services sector.
  • Dhanavruksha strongly believes in human interface based Financial Advisory to
  • Customize advice based on dynamic psychological shifts of investors taking support of technology
  • Widen the reach, simplify process, ensure faster communication to larger groups during sudden market crisis
  • Course correct with appropriate realignment of portfolio

  ©Dhana vruksha Financial services Pvt Ltd  GSTIN: 33AAFCD2082H2ZW.  ARN-249064 . EUIN -E462019




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