Comprehensive strategies to grow, protect, and transfer your wealth with purpose
At Dhanam Financial Services, we believe true wealth is measured not just in numbers, but in the life it enables you to live. Our wealth management approach combines investment expertise with life planning to create strategies that align with your values and aspirations.
We manage ₹250+ crores in client assets with an average client relationship of 7+ years.
Align investments with life milestones
Diversified portfolio management
Safeguard your wealth
Maximize post-tax returns
Smooth wealth transfer
| Asset Class | Instruments | Risk Profile | Time Horizon |
|---|---|---|---|
| Equity |
| High | 5+ years |
| Fixed Income |
| Low | 1-3 years |
| Hybrid |
| Moderate | 3-5 years |
| Alternative |
| Variable | 5+ years |
Primary Focus
Wealth accumulation
Key Strategies
Primary Focus
Asset protection
Key Strategies
Primary Focus
Capital preservation
Key Strategies
We don't start with products—we start with your life goals. Every recommendation ties back to specific milestones and priorities you've shared with us.
As fee-only advisors, we're compensated by you—not product commissions. This ensures recommendations are always in your best interest.
We work with clients across wealth levels. Our entry-level program starts with ₹10 lakhs investable assets, while our comprehensive service begins at ₹50 lakhs.
We offer transparent fee structures—either a fixed annual fee (0.5-1% of AUM) or project-based fees for specific engagements. No hidden commissions.
Quarterly performance reviews with annual in-depth strategy sessions. We're available for ad-hoc consultations whenever your situation changes.
Yes, we specialize in cross-border wealth planning, including NRE/NRO accounts, FEMA compliance, and global asset allocation for NRIs.
Our wealth managers will create a personalized roadmap to grow, protect, and transfer your wealth according to your values and aspirations.