Best Wealth Management Company in India
Your Trusted Financial Management for India’s Unique Needs
With Dhan Kirti, managing your finances is simple. We provide expert guidance to help you achieve your financial goals with ease.
With Dhan Kirti, managing your finances is simple. We provide expert guidance to help you achieve your financial goals with ease.
About Us
Why Choose Dhan Kirti?
At Dhan Kirti, we specialize in sustainable investments and personalized financial strategies tailored to your long-term goals. Our expert advisory team is committed to guiding you through the complexities of the financial world, ensuring your wealth is managed with integrity and care.
We believe that the better the information, the better the outcome. Thus, we provide a wide range of materials, such as articles, newsletters, and case studies, so you can always be informed and confident. Guided by principles of transparency and customer satisfaction, we look forward to helping you achieve financial security.
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At Dhankirti, we understand that wealth is more than a financial figure—it’s a journey, a reflection of your values and aspirations.
What We Offer
Our services
At Dhan Kirti, we offer a range of investment options to suit your financial goals. From the stability of Corporate Fixed Deposits and Corporate Bonds to the long-term growth of Non-Convertible Debentures (NCDs), we provide secure avenues for your wealth. Our Sovereign Gold Bonds offer a government-backed alternative to physical gold, while Tax-Free Bonds deliver returns without tax implications. For higher potential yields, our High-Yield Bonds present a compelling choice. With us, you can confidently invest in your future.
Corporate FD
As an investor, we always expect the steady returns and investment safety
Corporate Bonds
Corporate bonds are debt securities issued by private and public corporations
Description
Corporate bonds are debt securities issued by private and public corporations
Learn More Non-Convertible Debentures
Non-convertible debentures (NCD) are fixed-income instruments
Description
Non-convertible debentures (NCD) are fixed-income instruments, usually issued by high-rated companies in the form of a public issue to accumulate long-term capital appreciation
Learn More Sovereign Gold Bonds
Sovereign Gold Bonds are government securities denominated in grams of gold
Description
Sovereign Gold Bonds are government securities denominated in grams of gold. They are substitutes for holding physical gold. Investors have to pay the issue price and the bonds will be redeemed on maturity
Learn More Tax Free Bonds
People are always after investment options that provide good returns.
Description
People are always after investment options that provide good returns. Zero tax on returns, among other benefits
Learn More High Yield Bonds
High-yield bonds are debt securities, also known as junk bonds
Description
High-yield bonds are debt securities, also known as junk bonds, that are issued by corporations. They can provide a higher yield than investment-grade bonds,
Learn More Enhance Your Financial Well-being with Expert Management
Strategic Financial Solutions: The Foundation for Lasting Prosperity
Our Clients Reviews
“I was hesitant about investing, but Dhan Kirti’s team guided me every step of the way. Their
Frequently Asked Questions
1. What types of investment opportunities does Dhan Kirti Wealth specialize in?
Dhan Kirti Wealth specializes in unlisted shares, private equity, pre-IPO investments, and a wide range of wealth management services including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Insurance. These offerings are designed to provide personalized solutions for long-term financial growth.
2. How can I invest in unlisted shares, private equity, or pre-IPO offerings through Dhan Kirti Wealth?
Once you complete the onboarding process, our advisors will assess your investment profile and introduce suitable unlisted shares, private equity, and pre-IPO opportunities. We facilitate all documentation, compliance, and execution, keeping you informed at every step and ensuring your investments comply with SEBI regulations.
3. What are the benefits and risks associated with pre-IPO investments?
Pre-IPO and unlisted shares provide access to high-growth companies before they get listed, offering the potential for significant returns. However, these investments also involve higher risks, such as lower liquidity, valuation uncertainties, and longer holding periods compared to listed stocks.
4. How does Dhan Kirti Wealth create personalized investment plans ?
We start by understanding your goals, risk profile, and investment horizon. Based on this, our expert advisors recommend a tailored mix of products—such as mutual funds, PMS, AIFs, and direct investments—to match your objectives and maximize long-term growth.
5. What is the minimum investment amount required for private equity or unlisted shares?
Minimum investment amounts can vary by opportunity. Typically, for PMS the minimum is ₹50 lakh, for AIF it is ₹1 crore, and some private placements may have higher thresholds. For mutual funds, the minimum is usually as low as ₹500.
6. How does your wealth management service work? What products do you offer ?
Wealth management at Dhan Kirti Wealth utilizes a blend of products—mutual funds for accessibility, PMS for customized portfolios, AIFs for alternative assets, and insurance for comprehensive protection. Our advisors help you select suitable options based on your needs and actively monitor your portfolio’s progress.
7. Can you explain the difference between Mutual Funds, PMS, and AIFs?
Mutual Funds: Pooled investments managed by professionals, suitable for all investors, with low minimums. PMS: Customized portfolios managed individually for each investor, typically with higher minimums and used by HNIs. AIFs: Alternative investments (like private equity, hedge funds) with the highest minimum requirements, focusing on unique strategies.
8. How frequently will I get updates on my investment portfolio ?
Clients receive regular reporting—monthly or quarterly—plus on-demand access to portfolio statements and performance summaries. Our team is available for review meetings as per your preference.
9. What is the process for onboarding new clients at Dhan Kirti Wealth?
You’ll start with a discovery call to discuss your requirements and goals. Once you're ready, we facilitate the KYC and compliance process, after which investments can be initiated. Ongoing service includes regular reviews and support.
10. How does Dhan Kirti Wealth ensure the security and confidentiality of my financial information?
We strictly adhere to data security standards and regulatory compliance as per SEBI guidelines. All client data is encrypted and access is restricted to authorized personnel only.
11. How can I get in touch with your advisors for personalized advice?
You can contact us via our website, email, or phone. Our advisors are available for in-person or virtual consultations to guide you through your investment journey.
12. Are there any fees or commissions charged on investments or wealth management services?
Our fee structure varies depending on the investment product. Mutual funds generally have embedded expense ratios, while PMS and AIFs may charge management and performance fees. Full transparency is maintained on all charges.
13. What kind of returns can I expect from investments in unlisted shares or private equity?
Returns are highly variable and depend on company performance, market conditions, and the holding period. While historical data may be shared for reference, past performance does not guarantee future results.
14. Does Dhan Kirti Wealth offer financial planning for long-term goals such as retirement or education ?
Yes, our team provides comprehensive financial planning for milestones such as retirement, children’s education, or wealth transfer, leveraging multiple investment products to build a robust plan.
15. Is there support available for tax planning and compliance?
Yes, we assist clients with tax-efficient investment strategies and ensure regulatory compliance for all investments. Our advisors coordinate with tax professionals as required.
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