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Dev Kathuria | YI Financial Services | ThaneDev Kathuria | YI Financial Services | Thane

Dev Kathuria

YI Financial Services•Thane,MH
Lodha Signet A, Office no 620, Kolshet road, Thane (w) 400607,
Thane, MH, 400607
Lodha Signet A, Office no 620, Kolshet road, Thane (w) 400607, Thane, MH, 400607
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About

I believe investing works best when it is approached with the same discipline and long-term thinking used in successful businesses. Rather than focusing solely on short-term returns, my role is to help clients gain clarity on their goals, understand how different investments fit together, and make informed decisions over time. My approach emphasizes education, structure, and consistency — encouraging investors to think of their capital as something to be built patiently, reviewed periodically, and aligned with changing life priorities. By focusing on process and awareness rather than market timing or speculation, I aim to support clients in building sustainable, long-term wealth.

Practice at a glance

1
Years of Experience
0
Families Served
₹7
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

302119

Education

Formal Education

BFM – Bachelor of Financial Markets

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Dev Kathuria.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint