Harshit Zaveri, the Founder of DHM Finserv, brings over 15 years of deep financial knowledge and practical experience to the table. His journey in the financial industry began with India Infoline (IIFL) from 2007 to 2009, where he gained invaluable insights into market dynamics and the intricacies of wealth management. However, due to pressing family commitments, Harshit took a step back from the financial markets to focus on his family business for the next 12 years.
With his responsibilities fulfilled, Harshit returned to his true passion—helping individuals and families achieve financial stability and growth. Over the past six months, he has dedicated himself to building lasting relationships with clients, offering them tailored financial guidance and support through DHM Finserv.
A man of simple values and a conservative approach to finance, Harshit has always believed in prioritizing savings over expenses and building a strong financial foundation for his family. His philosophy of avoiding debt-fueled investments underscores his prudent and disciplined approach to wealth creation.
Harshit’s mission is clear: to share his financial acumen with those in need, guiding families toward achieving their life goals and securing their futures. His expertise, combined with a genuine desire to empower others, forms the cornerstone of DHM Finserv’s vision of financial freedom for all.
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
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.
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.
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 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.
