Ensure your loved one’s financial security by adding a nominee to your account.
To be a trusted partner in every family’s financial journey, inspiring confidence through goal-based investing and creating a legacy of financial freedom for generations to come. We envision a future where 2,047 families achieve their dreams and thrive with financial security under our ‘Mission 2047’ initiative.
Our mission is to help 2,047 families achieve financial freedom by 2047 through personalized, goal-based investing. Under ‘Mission 2047,’ we are committed to guiding our clients with transparency, expertise, and a deep focus on aligning investments with their life goals, ensuring long-term financial security and prosperity.
At DHM Finserv, our foundation is built on trust, professionalism, security, and long-term growth. We prioritize transparency and integrity, ensuring our clients receive honest guidance and unwavering support. With a commitment to excellence, our expert team delivers research-driven investment solutions tailored to individual needs. Security remains our top priority, as we implement robust risk management strategies to safeguard your financial future.
At DHM Finserv, trust is the cornerstone of every relationship. We prioritize transparency, integrity, and always act with our clients’ best interests in mind. Our clients can rely on us for honest guidance and consistent support throughout their financial journey.
We believe in nurturing long-term relationships with our clients. Our goal is to guide and support families through every financial milestone. By nurturing growth and fostering financial literacy, we help our clients build a prosperous future.
Security is at the core of our operations. We implement robust processes to safeguard our clients’ investments and financial information. Our disciplined approach to risk management ensures long-term stability and peace of mind.
At DHM Finserve, trust is the cornerstone of every relationship. We prioritize transparency, integrity, and always act with our clients’ best interests in mind. Our clients can rely on us for honest guidance and consistent support throughout their financial journey.
We maintain the highest standards of professionalism, offering personalized and research-driven investment solutions. Our team of experts is dedicated to providing clear, unbiased advice and exceptional service. Every interaction reflects our unwavering commitment to quality, expertise, and excellence.
We believe in nurturing long-term relationships with our clients. Our goal is to guide and support families through every financial milestone. By nurturing growth and fostering financial literacy, we help our clients build a prosperous future.
Security is at the core of our operations. We implement robust processes to safeguard our clients’ investments and financial information. Our disciplined approach to risk management ensures long-term stability and peace of mind.
Identify your risk profile now.
Every individual is different, then why should investment strategies be the same?
You can also answer a few questions to assess your risk-profile and help us match products suitable.
If you’re considering investment options or have queries, we encourage you to connect with us — allow us the opportunity to assist you before you invest elsewhere.
© DHM Finserv
You are an investor who has expectations of low to moderate kind of returns with lower levels of risk in order to preserve your capital. As a conservative investor, you might expect your portfolio to be allocated approximately 15% in growth assets, with the remainder in defensive assets and an allocation to gold.
You are an investor who would like to invest in both income and growth assets. You will be comfortable with calculated risks to achieve good returns, however, you require an investment strategy that adequately deals with the effects of inflation and tax. As a moderate investor, you might expect your portfolio to be allocated
approximately 45% in growth assets, with the remainder in defensive assets and an allocation to gold.
You are an investor who is comfortable with a high volatility and high level of risk in order to achieve relatively higher returns over long term. Your objective is to accumulate assets over long term by primarily investing in growth assets. As an aggressive investor, you might expect your portfolio to be allocated up to 75% in growth assets and an allocation to gold.
DHM Finserv is a brand name used for financial distribution and related services. All products and services including Mutual Funds, Insurance, Equities, AIFs, PMS, NPS, and Fixed Deposits are offered through the individual licenses and registrations of Mr. Harshit Zaveri and others, who is duly registered with relevant regulatory authorities such as AMFI (ARN-317068), IRDAI (11618388), Aakash Jajoo SEBI Code (INH000015312), and Harshit Zaveri AP Code : NSE Cash Segment: AP1675072841, NSE F&O Segment: AP1675072841, BSE Cash Segment: AP01027501170395, UTIPFL NPS Distributor Code – UTIPFLPA1906 (Harshit Zaveri).
DHM Finserv is not a SEBI/IRDAI/PFRDA registered entity. Investors are advised to read all scheme-related documents and disclosures carefully before investing. Mutual Fund investments are subject to market risks. Insurance is subject to terms and conditions of the insurer. No guaranteed returns are promised under any product.
