Why We Do It?

Personal Tax Planning
By understanding your financial plans, we guide you to make tax liabilities as low as possible after all your business affects your family’s future. So we assure you pay taxes on time.

Every taxpayer has a goal of reducing tax liability. Tax planning is the integral part of Financial Planning. It is the analysis of one’s financial situation from tax point of view. It includes consideration of timing of income, other expenditures and purchases in order to avail exemptions, deductions and rebates provided in act.

Secure your family’s future financially!
You always loved your dear ones, and support them financially as well as emotionally, what if once you gone due to sudden miss-happening? You may face unforeseen incidents anytime so be prepared in advance to take care of your family to avoid financial pressure on them. Contact our financial experts and know about right coverage and choose from different Term insurance, Savings, Whole-life, Retirement or Child plans to secure future of your family. We offer you smart, convenient & affordable plans to put you in control of your family's future. We have many insurance plans based of different features & suitability. If you’re worried about how to get insurance claims call us anytime!

Everybody wants healthy life. Health is wealth! Take steps to protect this wealth, as it should not be compromised under financial burden. We have an array of comprehensive health insurance policy to protect your health.

Invest in Mutual Fund Online with Dhansathi - The most convenient way to buy & manage your mutual fund investments online. Start your Mutual Fund investment through SIP (Systematic Investment Plan) in no time.

Try fast, easy, convenient & paperless way of investing –

  • Fast setup - Your registration process will take less than two minutes, we just need your PAN card details & date of birth. Start investing right after creation of account. Folios will be mapped from your account.
  • Paperless Transactions - Stay tuned from your mobile to all transactions. It's that easy! Whether you invest in new or open folio, there is no need of forms or signatures on paper. Buy couple of SIPs in one go like you shop in ecommerce.
  • Tracking & monitoring of Investments - You can see how your investments are performing, get view on annualized returns and can access portfolios hidden details like received dividends, redemptions etc.
  • Proactive alerts - Get notifications of upcoming expiring transactions to make systematic investment without a miss.
  • All historic transactions at one place – Get consolidated view of financial & non financial transaction at one place across schemes & folios.

“Financial Planning is all about Guidance You can Trust Upon”

Contact Us


27 ground floor Punjabi Maholla,
Zamrudpur Near Kailash Colony Metro station,
New Delhi - 110048


++91 9810031651, +91-9311243101