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DHARMESH BHAYANI | Samyak Capital | Mumbai

DHARMESH BHAYANI

Samyak Capital•Mumbai
12/42, Rupal Building, Garodia Nagar, Ghatkopar east,
Mumbai, 400077
12/42, Rupal Building, Garodia Nagar, Ghatkopar east, Mumbai, 400077
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About

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
Min Lumpsum Investment:₹30,000
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.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review