Quality is never an accident. It is always the
result of high intention, sincere effort, intelligent
direction and skillful execution, it represents the
wise choice of many alternatives
About Us
About Us
Oswal Dhan was incorporated in 1998 with a vision of providing reliable, efficient and professional services in the area of Investment Solutions. We are a pioneer in taking the investment approach from product based to solutions based. And now we are proud of serving more than 500+ satisfied clients with Assets under Management more than INR 1000 crores in Mutual Funds, Equities, Fixed Income, PMS, AIF and International Equities spread across 9 countries and more than 35 cities. We put clients interest first. We firmly believe that our clients are our brand ambassadors and all our new client acquisition is through “word of mouth” which is proof of our commitment to our clients. Our single minded focus is to grow investors wealth through proper asset allocation, Tax efficient innovative products , thoughtfully designed investment opportunities and help them achieve Financial freedom through peace of mind.
Vision :
To leverage our experience , knowledge and resources to create a trusted place for investors to invest their hard earned money and help them navigate their way to achieve Financial goals with peace of mind.
Mission :
To become a leading financial investment company providing innovative and trustworthy solutions and services and making investment process simpler and best suited to investor’s requirement.
Values :
Our core values are confidentiality, client centricity, transparency, integrity & excellence.
Our Leadership
Mr. Hitesh Jain, an engineer with an MBA and a certified financial planner has over 30 years of experience in investments. His entrepreneurial career began in 1998, as consultant to banks and NBFCs to manage their treasury. His passion for providing tailormade investment solutions led him to establish Oswal Dhan. He has adopted scientific approach to understand client needs, risk tolerance and goals, and then provide tax-efficient investment solutions. Mr. Jain’s dedication to continuous learning through conferences, courses and interaction with fund managers ensures clients benefit from the latest industry trends. Oswal Dhan’s ranking among the top 75 IFAs in India (2022-23) is a testament to Mr. Jain’s guidance and the firm’s well-earned reputation in the mutual fund industry.
Ms. Leena Jain, an engineer with an MBA , has over 25 years of experience in the Mutual Funds industry. Ms. Jain oversees the firm’s operations, ensuring the highest service standards for clients. A passionate advocate for financial literacy, she champions financial inclusion for women and underserved communities. Ms. Jain actively promotes the power of small, consistent investments, empowering individuals to build a secure future for their retirement.
Mr S, C, Jain, ex General Manager, Bank of India, has over 50 years of experience in banking, capital markets, and project finance. Mr. S.C. Jain brings a wealth of knowledge to our team. He possesses a remarkable ability to identify promising investment opportunities with high growth potential. Beyond his financial expertise, Mr. Jain is actively involved in the well-being of retired bank officers, serving as the General Secretary of the All India Retired Bank Officer’s Association and working tirelessly to advocate for their concerns.