About Us

About Dhanlakshmi Financial Services

Dhanlakshmi Financial Services is a leading distributor of various financial products, based in Nagpur. The company was established in 2016, with an objective of offering varied investment opportunities under one roof. In short, we are your one stop shop to build wealth.The foundation of Dhanlakshmi is built on providing highly personalized service to its customers, to help them make sound investment decisions.our accomplishments bear the mark of unwavering trust of our clientele, as well as recognition from leading financial institutions. In just 1 year we are advising 200+ Happy Investors with Rs. 25 crs asset under advice.

Our Mission

At Dhanlakshmi we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Our Vision

Dhanlakshmi Finserv aims to achieve high levels of customer satisfaction by building personal rapport with its clients, providing reliable and authentic quality information about various investment products, giving practical and workable solutions for their investment needs and assist them to achieve their life stage goals.

Team Dhanlakshmi

Dhanlakshmi team comprises of professionals from the field of commerce with rich experience of investment advisory.

Mrs. Madhavi Gadekar – Khati

Madhavi is founder of 'Dhanlakshmi Financial Services'. She has over 10 years of experience. She worked with IntegratedIndia Pvt. Ltd. as a Branch Manager. At Dhanlakashmi, her focus is on helping individuals become goal-oriented in their thinking, understanding that the financial strategies and portfolio investments, which comprise their plan, should all be geared toward achievement of those goals.

Saurabh Khati CFPCM

Saurabh is Founder at Dhanlakshmi Financial Services, he is pursuing Masters in Economics, Graduate in commerce and CertifiedFinancial PlannerCM awarded by Financial Planning Standards Board, India. He has worked with various organizations like SBIMutual fund and Kotak Mutual Fund, Standard Chartered Wealth Managers among others, with a total work experience of more than 8 years. He inclined to the field of academics in 2011 and has been on a mission ever since to fill the vastly required demand-supply gap of CFPCMs in the Indian Industry. He is professionally qualified with 33 NISM / NCFM certifications.On 1st June 2013, The National Stock Exchange honored him " Proficiency Certificate - NSE Certified Investment AnalystChampion "He is also Founder at Dnyanyog Knowledge Institute, which primarily provides three main services, which are NISM / NCFMcertifications, corporate Investor Awareness Program, Online Mock tests, Financial planning programs, corporate training and content management.His area of expertise is trainings for NISM certifications and; He is also associated with various MBA collages & other financial institutes as consultant and visiting faculty for financial courses, he have conducted more than 400 IAP’s for BSE, NSE, various mutual Funds and trained more than 5000 Investors and Industry Professionals.

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Mutual Funds

What is a Mutual Fund?

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. It is essentially a diversified portfolio of financial instruments - these could be equities, debentures/bonds or money market instruments. The corpus of the fund is then deployed in investment alternatives that help to meet predefined investment objectives. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is a suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

You could make money from a Mutual Fund in three ways:

• Income is earned from dividends declared by Mutual Fund schemes from time to time

• If the fund sells securities that have increased in price, the fund has a capital gain. This is reflected in the price of each unit. When investors sell these units at prices higher than their purchase price, they stand to make a gain

• If fund holdings increase in price but are not sold by the fund manager, the fund's unit price increases. You can then sell your Mutual Fund units for a profit. This is tantamount to a valuation gain