I began my journey in sales in 2015 as a Mutual Fund Distributor, with a clear focus on helping individuals make informed and confident investment decisions. Over the years, I have built a strong client base of 200+ clients, primarily comprising salaried individuals and corporate professionals.
My practice has grown steadily through referrals from friends, clients, and word of mouth—something I consider my biggest achievement and validation of the trust my clients place in me. I believe in long-term relationships rather than short-term gains, and I work closely with clients to understand their financial goals, risk appetite, and life stages.
By offering personalized investment guidance and consistent support, I aim to simplify financial planning and help clients stay disciplined in their investment journey. My approach is transparent, client-first, and focused on long-term wealth creation.
Practice at a glance
11
Years of Experience
200
Families Served
₹35
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹30,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Salaried Executives, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English
Licenses Held
AMFI Registered Mutual Fund Distributor
107276
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with DHARMESH BHAYANI.