Financial Advisory
Your Trusted Partner in Financial Growth
A strong financial future is built on informed decisions. At Dhanarth IMF & Financial Advisory Pvt. Ltd., we provide unbiased, research-driven advice tailored to your unique circumstances. Whether it’s budgeting, investment planning, portfolio management, or business finance, our goal is to help you make confident financial decisions and achieve sustainable growth.
Risk Profiling
Sound financial advice begins with a clear understanding of your risk profile. We assess:
- Income, expenses, and savings patterns
- Liabilities and existing investments
- Short-term vs. long-term goals
- Comfort with volatility and market exposure
- Business risks (for corporate clients)
This process ensures that every recommendation—whether for an individual or a business—is aligned with your financial goals and tolerance for risk.
Products We Recommend
As an independent advisor, we offer tailored solutions across a wide spectrum of financial products:
- Investment Products – Mutual funds, equities, bonds, ETFs, structured products.
- Protection Products – Life, health, and general insurance for risk coverage.
- Tax-Efficient Instruments – ELSS, PPF, NPS, and tax-saving deposits.
- Business Finance Solutions – Corporate insurance, employee benefit schemes, treasury management advice.
- Retirement & Estate Planning Tools – NPS, annuities, wills, and trusts for long-term security.
Our unbiased approach ensures that products are recommended based on suitability, not sales.
Asset Allocation & Advisory Strategy
The foundation of wealth creation lies in a robust asset allocation strategy. We help you structure and rebalance your portfolio by:
- Diversifying Investments – Spreading assets across equity, debt, alternatives, and protection.
- Goal-Based Allocation – Mapping investments to milestones such as education, retirement, business expansion, or estate planning.
- Dynamic Adjustments – Reallocating based on changing life stages, market conditions, and financial needs.
- Risk-Return Balance – Ensuring capital preservation while creating pathways for long-term wealth growth.
By integrating risk profiling, product selection, and asset allocation, our financial advisory services give you clarity, confidence, and control over your financial journey.