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About us
We as propritor firm incorporated in the year 2012. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life. At, DK Wealth advisor our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions. At DK Wealth advisor, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
- Website
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https://dkfinserv.in
External link for DK Finserv
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Mumbai, Maharashtra
- Type
- Self-Employed
- Founded
- 2012
- Specialties
- Investment, Insurance, Portfolio Management, ta, wealthmanagement, financialadvisor, and investmentadvisor
Locations
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Primary
Get directions
E-301, Kailash Industrial Complex,
Veer Savarkar Marg, Vikhroli W,
Mumbai, Maharashtra 400079, IN
Employees at DK Finserv
Updates
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Balance equity, debt, and other assets based on your risk tolerance and timeline. Diversify wisely patience and consistency are your greatest assets! Interested? Click here - https://lnkd.in/dPGdJQ2z
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🌳 What’s more important: the tree or its roots? (When it comes to your finances) — Most of us focus on the tree ➔ our assets, — like savings and investments, — aiming to make them grow. ✔ But don’t overlook the roots ➔ your income. Here’s some food for thought: Pruning the tree or trimming branches might slow growth temporarily, but the tree keeps thriving. However, If the roots are damaged, the entire tree is at risk. The lesson? — Don’t pick one over the other. — Balance is the key. ↳ Secure your income, ↳ strengthen the roots, ↳ and watch your assets thrive. ❤️ Thanks for reading! ♻️ Repost to share this message.
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8 signs you are good with money 1️⃣ You’re consistent with saving. 2️⃣ You comfortably afford the things you want. 3️⃣ Your emergency fund is well-established. 4️⃣ You track your spending effectively. 5️⃣ You’re investing to grow your wealth. 6️⃣ You enjoy a steady stream of income. 7️⃣ Your bills are always paid on time. 8️⃣ You’re preparing for significant future purchases. 💡 Relate to any of these? Even if you’re already excelling, there’s always room to elevate your financial game. 💬 Ready to sharpen your money management skills? Let’s explore together!
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The ABC's of Mutual Fund Investing Are you new to mutual funds? Here’s a quick guide: - A – Asset Allocation: Choose funds that align with your risk tolerance (equity for growth, debt for stability). - B – Benefits : Access to a broad portfolio with minimal investment. - C – Cost-Efficient : Low fees compared to other professionally managed investments. Example: A balanced fund investing in both stocks and bonds can provide steady growth while protecting your capital. Understand the basics, set your financial goals, and let mutual funds work for you! #FinancialIndependence #MoneyManagement #PassiveIncome #InvestInYourself #EmergencyFund #Budgeting #LongTermFreedom #FinancialGrowth
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Secure your future today to meet your big financial needs tomorrow. Fulfil big financial needs with SIPs #BeTheBetterInvestor Open An Account Now & Get Proper Guidance of a Mutual Fund Distributor - http://p.njw.bz/80092
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Small steps now can grow into a strong foundation for their future. Start an SIP in your childs Mutual Fund Account today Interested? Click here - https://lnkd.in/dPGdJQ2z
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5 Most Expensive End-of-Year Money Mistakes (and How to Fix Them) 🎯 Mistakes to Avoid: ❌ Not streamlining your financial goals ❌ Skipping financial assessments ❌ Overspending during the holidays ❌ Over-relying on credit cards ❌ Getting overly generous 💡 Smart Fixes: ✅ Set one clear financial goal for the year ✅ Consult your financial advisor for guidance ✅ Choose simple, meaningful gifts ✅ Use credit cards only for what you can repay ✅ Budget wisely and avoid impulsive purchases 📅 Sharing this now gives you time to adjust your habits before the end-of-year rush. ➔ Small changes today can pave the way for a financially stress-free 2025! ✨ What's your go-to strategy to avoid overspending during the holidays? Share below!
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Just wishing cannot fulfil your desires, but investing in mutual funds through SIP can. Choose wisely. Start your SIP today and turn your aspirations into achievements. Interested? Click here - https://lnkd.in/dPGdJQ2z