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About Us

About Us

At DHM Finserv, we are dedicated to empowering individuals and families to achieve financial freedom through strategic and goal-based investing. As a registered mutual fund distributor with AMFI, we specialize in providing personalized financial solutions that align with our clients’ unique life goals and aspirations.

At DHM Finserv, we believe that financial freedom is not just a destination but a journey. Let us walk this journey with you, helping you build wealth, achieve your dreams, and secure a prosperous future.

Our Values & Approach

  • Integrity: We believe in complete transparency and honesty in all our interactions
  • Client-Centricity: Your financial goals are our priority. We create tailored investment strategies that match your needs.
  • Trust & Accountability: We build long-lasting relationships based on trust and take responsibility for guiding you on your financial journey.
  • Education & Empowerment: We simplify complex financial concepts to help you make informed investment decisions.
  • Goal-Based Investing: We start by understanding your financial objectives—whether it's retirement planning, children's education, or wealth accumulation—and create a customized investment roadmap.
  • Strategic Partnerships: We have partnered with Akash Jajoo for equity services, offering long-term stock picks to enhance your portfolio.
  • Personalized Guidance: Our expert team provides consistent support and insights to navigate market changes and optimize your investment strategy.
  • Compliance & Professionalism: We adhere to regulatory guidelines, offering unbiased advice with your best interests at heart.
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Values

Read more
  • Integrity: We believe in complete transparency and honesty in all our interactions
  • Client-Centricity: Your financial goals are our priority. We create tailored investment strategies that match your needs.
  • Trust & Accountability: We build long-lasting relationships based on trust and take responsibility for guiding you on your financial journey.
  • Education & Empowerment: We simplify complex financial concepts to help you make informed investment decisions.

Approach

Read more
  • Goal-Based Investing: We start by understanding your financial objectives—whether it's retirement planning, children's education, or wealth accumulation—and create a customized investment roadmap.
  • Personalized Guidance: Our expert team provides consistent support and insights to navigate market changes and optimize your investment strategy.
  • Compliance & Professionalism: We adhere to regulatory guidelines, offering unbiased advice with your best interests at heart.

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Let us know you!

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.

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Master Disclaimer

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) 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). Tata AIA Insurance – Agency Code 9514174 (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.

YOUR RISK PROFILE IS AGGRESSIVE

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.

YOUR RISK PROFILE IS MODERATE

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.

YOUR RISK PROFILE IS CONSERVATIVE

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.

Coupon Code

DHMJAJOO5K