Oswal Dhan was incorporated in 1998 with a vision of providing professional advice and services in the area of Financial Planning and Wealth Management.

We provide one stop solution for meeting all the financial needs and goals of the client. We have created a niche for ourselves with our client centric approach, consistent performance and product research.

We have the expertise to build tailor made portfolio for individuals and corporates taking into account number of parameters like risk return profile, investment horizon, financial goals, tax implications etc.. We firmly believe that investment success depends on right investment strategy, right asset allocation which is again function of individual requirements.

The investment process we follow is:

• Understand Individual Investments needs and financial goals in depth.
• Decide investment strategy and asset allocation
• Scan investment opportunities across all asset class and suggest investment solution which are appropriate for each asset class
• Monitoring and reviewing of portfolio periodically and changes to be done, if there are any deviation in scheme performance. Online access to view your portfolio by login to our website.
• Periodic review of portfolio and rebalancing of portfolio as per asset allocation
• We will let you know whenever there is an attractive investment opportunity across the asset class to take advantage of the same to generate extra return on the portfolio.
• All Transactions will be paperless. One time KYC and application formality needs to be done.