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Ashish Lakhmani | Dhanology Finserv Pvt Ltd | New DelhiAshish Lakhmani | Dhanology Finserv Pvt Ltd | New Delhi

Ashish Lakhmani

Dhanology Finserv Pvt Ltd•New Delhi,DL
2nd Floor , Regal Building Connaught Place,
New Delhi, DL, 110001
2nd Floor , Regal Building Connaught Place, New Delhi, DL, 110001
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About

Striving to be ‘Financially Yours’, Dhanology is an integrated financial services provider offering all the products under the financial umbrella to clients for wealth creation, capital appreciation, funding and risk protection. We are a ‘One Stop Financial Shop’ rather a Financial Mall as a person can research several alternatives for whatever his/her needs, diversity as well as value-for-money. We want to make difference in lives we touch. Investor’s First is what we prioritize. We strive to be the clients’ most trusted distributor by transparent dealings, focused on clients primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis.

Practice at a glance

11
Years of Experience
200
Families Served
₹75
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives
Language Spoken:Hindi

Qualification Completed

MBA (Finance / Investments)

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

86756

SIF Distributor (AMFI)

86756

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Ashish Lakhmani.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Financial Wellbeing Workshop