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DHANAVRUKSHA
YOUR GATEWAY TO FINANCIAL WELLNESS
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Company Profile

Empowering Your Financial Future, One Smart Decision at a Time.

560

Customers

125

Crores Business Loans Facilitated

245

Crores Assets Under Management

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About Us

Why You Should Trust Us? Get Know About Us!

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.

Client-Centric Approach

Expertise and Knowledge

Regulatory Compliance

Our USP

Foundation of Trust

Committed with our knowledge-driven and client-centric advisory to be the most trusted Wealth Management Specialist for our customers.

Comprehensive Knowledge

Thrive to be well-updated on every development related to Personal Finance to be the go-to resource for wealth solutions.

Micro-optics to Risk

In-depth assessment of the risk of every investment product to ensure our customers remain in utmost peace regarding risk.

Our Vision & Strength

Mission

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 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
Values

Our Values

  • To educate the youth right from their college to empower them to make quality investments
  • Conduct regular sessions on Financial Literacy to the youth at Educational institutions and Corporates
  • Regular Social Media Communication to guide all sections of investors
  • To groom and build a large team of committed Wealth Management professionals through constant training and mentoring
Strengths

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 relationships through quality and unbiased advisory
  • Institutionalization of strategy, ideas, and research with the team’s combined work experience of over 13 decades across the spectrum of Financial Services industry
  • Personal Financial Advisory complemented by technology for fast and seamless execution
  • Constant communication with customers by instantly updating on every important market event and lucrative product opportunities
  • Swift action to replace products slipping into prolonged underperformance

Get In Touch

75/77, 1D, KG Marina Bay, Santhome High Road, Chennai 600004

+91 7305888454

customerservice@dhanavruksha.in

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Our Services

Mutual Funds Fixed Deposit Tax Saving PMS / AIF Child Future Saving Road show & Marketing Services

Business Hours

Monday – Friday : 9 am to 6 pm

Saturday : 10 am to 4 pm

Closed on: 2nd Saturdays

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns...

AMFI Registered Mutual Fund Distributor | Date of initial Registration: 05.07.2022 | Current validity: 04.07.2025

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

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