It is the first step of Wealth Management by protecting you and your money by Insurance.
You only have some hours in a day, let your money make the money for you in a passive way!
Wealth Transfer is important as in case of your sudden demise,it will be useful to your Family.
I am Dwarkesh Keyur Diwan, co-founder of Diwan Financial Consultancy, have started in 6th August 2017 with the purpose of better solution of clients of their needs. Out of the combined experience of 7 years of CA Articleship and Job under two well-known Chartered Accountant Firms, I started consulting in two basic segments i.e. Income Tax and Accountancy. Gradually interest came into wealth management of the client and started looking for proper ways to manage it. I became AMFI (Association of Mutual Fund of India) Registered Mutual Fund Distributor and associated with NJ Group which is having more than 25 years of experience in Mutual Fund Distribution, having No.1 distributor in PAN India. By such association, I learned about goal-based financial planning more than mutual fund distribution. I realized the importance of goal-based financial planning in any person’s life.
Discover MoreInvesting ensures present and future financial security. It allows you to grow your wealth and at the same time generate inflation-beating returns. You will be benefited from the power of compounding. We provide Services in,
Buying insurance is important as it ensures that you are financially secure to face any type of problem in life and this is why insurance is a very important part of financial planning. We provide services in,
One Stop Solution for all your taxation planning We are ready to tackle any financial challenges that you may have as your trusted tax planner and financial advisor. We provide services in,
Financial Planning is required where any individual or corporate or any business can achieve their financial goals and manage their money in proper way.
Uniquely Designed To Meet Growth Needs In a Holistic Manner Where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves.
Wisdom comes from experience. Experience is often a result of lack of wisdom.
To get rich, You have to be making money even while you are asleep.
It is imoportant to understand how much risk is associated with you & manage risk.
We work in a solution oriented environment and we are dedicated to the clients.
"My portfolio is better after the service of Diwan Financial consultancy. My family portfolio is managed so well that they are enjoying their return from the portfolio managed by Mr. Dwarkesh Diwan. "
Best Financial Adviser for Worry-Free, Safe & Secure Investment Strategic Planning with Minimum Risk & Maximum Return on Investments.
We are Satisfied & Happy with the Services Provided by DIWAN FINANCIAL CONSULTANCY.
Keep Winningđź‘Ť
"Diwan financial consultancy is very easy to deal with and integrate with our personnel seamlessly. They do our quarterly management accounts so that we know exactly where we are at regular intervals, giving us extra peace of mind. Their input has helped us focus on the direction we want to be heading and where we want to be.
To all start-ups and small businesses, it's indispensable having the back-up of a very professional firm to assist on the financial side."
I had a great experience with DFC. I wanted to make investments and plan my financial goals but i was not getting a right channel. Then when someone suggested DFC and when I personally met Dwarkesh, I felt like I got the perfect place to make my investments safely and get proper guidance. Transparency in all aspects and clear communication is a plus. The staff is also prompt and helpful. I have recommended DFC to many of my colleagues and suggest it to all who are looking to invest and achiev
Mr. Diwan is handling my portfolio for the last 4 years which is helpful to me in creating my wealth. I am in a better financial position now as compared to I was a few years back. In Equity MF portfolio I got more then 20% CAGR returns in past 3 years. So hard-earning money is in right hands đź‘Ť
Mutual Funds can meet the investment objectives of almost all types of investors. Younger investors who are willing to take some risk while aiming for substantial growth of capital in the long-term will find equity schemes (i.e. funds which invest in stocks) an ideal option. Older investors who are risk-averse and prefer a steady income in the medium-term can invest in debt income schemes (i.e. funds which invest in debt instruments). Middle-age investors can allocate their savings between income funds and equity funds and achieve both income and capital growth. Investors who want to benefit from regular savings can put aside a small sum every month in a Systematic Investment Plan.
The following documents are to be submitted along with the purchase application depending on the legal status of the applicant as mentioned in the application form.
Every person shall quote his or her PAN and enclose the KYC acknowledgement letter issued by the KYC Registration Agency for all investments irrespective of amount involved for purchase of its units, including fresh/additional purchase, switch, Systematic Investment / Transfer.
Special instructions for non-resident investors:
On Repatriation Basis:
In case Indian rupee drafts are purchased abroad or payment is made from debit to NRE / FCNR account, an account debit certificate from the bank issuing the draft confirming the debit.
On Non-Repatriation Basis:
In case Indian rupee drafts are purchased abroad or from FCNR / NRE account an account debit certificate from the bank issuing the draft confirming the debit shall be enclosed along with the application form
For subscriptions amounts remitted out of debit to the FCNR / NRE account the Application form must be accompanied with a Foreign Inward Remittance Certificate (FIRC), issued by the investor’s bankers
Yes, life insurance corporations of India (LIC) does have endowment plans that offer limited/monthly investment option. Some of them are as under:
Limited premium endowment plan - under this plan, let's say the policyholder has chosen 12-year policy. Now s/he will pay premiums only up to a maximum period of 8 or 9 years.
New endowment plan - under this plan, the policyholder can choose from 12 to 35 years of policy term. S/he can also choose to pay premiums monthly, quarterly, half yearly or yearly.
Jeevan lakshya - under this plan, the policyholder can choose a tenure ranging from 13 to 25 years.
Jeevan rakshak - here, the policyholder can select a plan ranging from 10 to 20 years of tenure.
New jeevan anand - under this plan, the policyholder can select a tenure ranging from 15 to 35 years.
The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.
The offerings are usually ideal for investors: who are looking to invest in asset classes like equity, fixed income, structured products etc ,who desire personalised investment solutions ,who desire long-term wealth creation ,who appreciate a high level of service.
The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his tax advisor for the same. The Portfolio Manager ideally provides audited statement of accounts at the end of the financial year to aid the investor in assessing his/ her tax liabilities.
GST is one indirect tax for the whole nation, which will make India one unified common market.
GST is a single tax on the supply of goods and services, right from the manufacturer to the consumer. Credits of input taxes paid at each stage will be available in the subsequent stage of value addition, which makes GST essentially a tax only on value addition at each stage. The final consumer will thus bear only the GST charged by the last dealer in the supply chain, with set-off benefits at all the previous stages.
This is the first place to begin and is the foundation question while choosing a child plan. It is important to consider the kind of education you are saving for. Will you be saving only for your child’s Bachelor’s degree or a Master's as well? A degree abroad might cost significantly higher than a course in your home country. Education costs are different in every country. Given today's competitive scenario as well as for multifaceted development, it is important for every child to participate in extracurricular activities. You must account for if your child wishes to pursue additional vocational training in a field of their choice in the future, and plan accordingly. Even though education is one of the most important expenses for a child, there are other expenses such as marriage and cost of living which parents take care of. A child insurance ensures that all of these expenses are taken care of when the parent is unable to provide due to unfortunate circumstances such as a permanent disability.