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.
Further, I realized that there is a lack of awareness in people about financial planning and especially the right place to invest. People usually ask their friends, relatives or any random person for a good way to invest without knowing what suits them and proper for them, they invest in asset classes where they can’t gain in real terms & often end themselves in financial debt later on and to reduce that debt they again borrow and comes in other debt, like this circle going on. In other terms, it can be said as ‘Rat Race’.
This brought to me the idea of making awareness to people and making their investments at the right places. I want to take people of out the ‘Rat Race’ and achieve their financial goals with financial freedom. I want to make my clients money makes work for them. For that, I started this consultancy since 2017 and successfully made my clients’ investment at the right places with their background, risk profile, and their financial goals.
I also realized that along with wealth creation, wealth protection is also important and so realized the importance of Insurance and considered the first to protect wealth in the process of wealth management. So, I started the segment of Life Insurance, Health Insurance, and other General Insurance.
So gradually we are working in 6 different segments successfully like basic segments of Income Tax and Accountancy & Financial Segments like Financial Planning Consulting, distribution of Mutual Fund and various Insurances. I am saying ‘successfully’ because my more than 125 clients are happy and satisfied and their success makes my success and inspires me to do my job better and better every day.
Though being a Company Secretary by qualification and pursuing Chartered Accountancy my interest is more towards financial planning as I feel this excited and seen myself passionate in doing it.
I am further upgrading myself by started pursuing CFPTM (Certified Financial Planner), CWMTM (Chartered Wealth Manager) from AAFM - Americal Academy of Financial Mangamenet and taking the code of CIA – Certified Insurance Advisor to serve you better. I am spending on my research and studies on daily basis to make my service better.
Some people know where they want to go but don’t know the path but lucky, I am, I got to know my path gradually and made this field of Financial Planning Consultancy my career. And I am happy going on that path. I want to see my clients happy and their smiling faces after meeting me today and after many years also. They will be happy and tell me that the right decision taken with my help many years ago made his day happy and wealthy today.
Just like Saarthi (Lord Krishna), I am committed to achieving your (Arjun) financial goal!
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So Diwan Financial Consultancy is ‘Saarthi in achieving your financial goal.’