Dhanya VR
JDI WEALTH•Thiruvananthapuram
3RD FLOOR CSI BUILDING,PULIMOODU JUNCTION,
Thiruvananthapuram, 695001
3RD FLOOR CSI BUILDING,PULIMOODU JUNCTION, Thiruvananthapuram, 695001
About
Practice at a glance
15
Years of Experience
1000
Families Served
₹185
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
SEBI Registered Investment Adviser
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Dhanya.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check