With over 1,500 families trusting us with their financial future, Mohit Financial Services LLP has established itself as a premier financial advisory firm serving Nawanshahr, Punjab. Our mission is simple: to transform financial anxiety into financial confidence through personalized goal planning, comprehensive insurance strategies, and robust retirement roadmaps.
As a dedicated financial coach, I bring deep expertise in mutual funds, insurance policies, stocks, and diverse financial products, helping investors navigate market volatility while staying aligned with their risk tolerance and life goals. Whether you're just starting your investment journey or looking to optimize an existing portfolio, our holistic approach ensures every rupee works harder for your dreams.
Practice at a glance
15
Years of Experience
1500
Families Served
₹70
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, English
Qualification Completed
MBA (Finance / Investments)
PGDM (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-91247
Education
Formal Education
Post Graduate Degree (Any Field), 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
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
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Mohit Dhall.