What We Do

DWealth is a Mutual Funds distributor registered with AMFI, which had been Helping the investors to make better financial decisions and over time we have grown the reputation for doing the same. We started the journey since March 2006 and now been named DWealth

DWealth offers a wide array of products and services, including integrated Financialsolutions, Tax Consulting services, Insurance & Mutual Fund. DWealth serves over 1000 investors including high net worth families and individuals investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Financial Freedom” is the first and foremost motive of us. ...Read More

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Services And Products

What We Provide

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. Mutual funds are often classified by their principal investments: money market funds, bondfunds, equity funds, or hybrid funds.

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Financial Planning

A financial plan is the road map for your financial life. It covers major financial areas of your life addressing aspects such as cash flow, savings, debt management, risk management, childrens education planning, taxes, retirement, estate planning, and of course, investments and a strategy for managing them.

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Equity Markets

Insurance provides financial protection against a loss arising out of happening of an uncertain event. A person can avail this protection by paying premium to an insurance company.

A pool is created through contributions made by persons seeking to protect themselves from common risk.

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Taxation Services

Whats the most tax advantaged group in the tax code? The answer may surprise you, especially if youre a business owner. But the answer is simple - you, the business owner are POTENTIALLY the most tax advantaged group in the tax code. Believe it or not, business owners get all the breaks.

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Debt Refractering Services

A loan in terms of small business finance is a sum of money advanced to a business that must be repaid, with interest at some point in the future. The lender must bear the risk that the borrower may not repay the loan. The interest rate charged is the price for that risk.

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Portfolio Management

Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances. A team of expert professionals conduct extensive research on markets to provide a customized solution to achieve unique investment objectives.

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Life Insurance

Life insurance is important, as it protects your family and lets you leave them a non-taxable amount at the time of death. It is also used to cover your mortgage and your personal loans, such as your car loan.

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Health insurance

A good health insurance plan is one of the most important things you need to have for yourself and for your family.

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Travel insurance

A Travel Insurance policy is a type of insurance that offers financial compensation to the policyholder in case anything goes wrong on the trip.

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DWealth is a Mutual Funds distributor registered with AMFI, which had been Helping the investors to make better financial decisions and over time we have grown the reputation for doing the same. We started the journey since March 2006 and now been named DWealth.

DWealth offers a wide array of products and services, including integrated Financialsolutions, Tax Consulting services, Insurance & Mutual Fund. DWealth serves over 1000 investors including high net worth families and individuals investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Financial Freedom” is the first and foremost motive of us.

Our Mission

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to

Our Vision

To build DWealth as a trusted brand in the Financial Services.

Work

What We Do

1

Sign up

A User friendly platform for your investment, monitoring and execution.
2

What we do for you?

We commit ourselves for making your investment journey easy comfortable and achievable
3

What we need from you?

Patience, Perseverance and responsiveness.
4

What you Get?

Goal accomplishment, Transparency, Ethical services.

Investment

Power Of SIP



Monthly Amount

10000

1000
20,000

No. of Years

30

2
30

Expected Return

15

9
12
15

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Questions

Frequently Asked Questions

Life Insurance is a contract between the insurance company (insurer) and the policyholder (insured), in which, in return for a consideration (the premium) paid by the insured, the insurer promises to pay a specified amount to the insured on the happening of a specific event such as death, disability or critical illness.

Everyone regardless of their age needs life insurance. It is more important for the bread winner of any family.

Life Insurance helps secure the future income for the family even in the absence of their bread winner and thus securing their present life style and their future dreams.

The term insurance policy has two principal benefits: It has an affordable premium and a high sum assured. Thus, your family is well cared for even in your absence

You have bought and received the company's guarantee that if you die during the term of the policy, it will pay a death benefit to your beneficiary.

The person who has an "insurable interest" on your life can purchase an insurance policy for you. This generally includes members of your immediate family. In some circumstances your employer or business partner might also have an insurable interest.

Married Women’s property act 1984 (MWP Act) was created to protect the properties owned by women from relatives, creditors and even from their own husbands.

The Act was enacted to safeguard interest/properties owned by married women from creditors, relatives (including husbands), and court and tax attachments. Section 5 and 6 of the MWP act covers life insurance plans.

Any married man can take a life insurance policy under MWP Act. This includes divorced persons and widowers. The policy can be taken only on one’s own name , ie the life assured has to be the proposer himself. Any type of plan can be endorsed to be covered under MWP Act.

The beneficiary under MWP act in life insurance could be:

  • The wife alone
  • The child/ children alone (both natural and adopted)
  • Wife and children together or any of them

At the time of making the application, a separate from has to be filled by the proposer for it to be covered under MWP Act. The form will seek details of the beneficiaries, the share of the benefits that are to be accrued to them and the trustees.

A mutual fund is a financial instrument that collects money from several investors like you, and invests it in various investment options like shares, bonds, etc.

Depending on where your money is invested, mutual funds can be classified into three types: Equity, Debt and Hybrid.

An equity fund is a mutual fund that invests principally in stocks.

Debt Mutual Funds mainly invest in a mix of debt or fixed income securities such as Treasury Bills, Government Securities, Corporate Bonds, Money Market instruments and other debt securities of different time horizons.

A hybrid fund is a category of mutual fund that is characterized by portfolio that is made up of a mix of stocks and bonds, which can vary proportionally over time or remain fixed.

Hybrid fund is a mutual fund that invests in both, shares and bonds.

In a mutual fund a professional manager chooses investments that match the fund's goals for risk and return. Through mutual fund an investor holds a variety of investments which can make it easier for him to diversify his investments in different shares and other instruments.

Some of the major benefits on investing in a mutual fund are: - Diversification - Professional management - Convenience - Liquidity - Variety of schemes and types - Tax benefits

NFO stands for a New Fund Offer. When a new fund is launched for investors, it is known as a NFO. A NFO could also be the launch of additional units of a close-ended fund

Systematic Investment Plan (SIP) is an investment vehicle offered by mutual funds to investors, allowing them to invest small amounts periodically instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly.

Investing in SIP offers two major benefits: - You can start investing with a small amount - You can average out your investment, as SIP involves buying units at different points of time and at different NAV levels

NAV stands for Net Asset Value of a mutual fund. This is basically the price of one unit of a mutual fund.

Liquid funds are mutual funds that offer high liquidity. This means, the units of these funds can be sold immediately, and the invested amount can be redeemed quickly

You can buy units of close-ended mutual funds only when a mutual fund company launches the fund. Once you buy them, you have to hold your investment for a fixed tenure

An open-ended fund or scheme is one that is available for subscription and repurchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis.

Under a Systematic Withdrawal Plan (SWP), an investor redeems a fixed number of mutual fund units at regular intervals.

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