We at D K INVESTO introduce ourselves as an well established organization with over three decades of experience in distribution of doorstep financial services. We have been guiding individuals & families in their personal investments. Our aim is transparent & personalised investment advisory to meet goals and beat inflation. We have received various accolades.
We have been serving wide profiles of investors since 1996, have a rich, diversified understanding of the need, purpose, urgency & risk appetite of all investors alike.
Our areas of interest & specialization are as under
- Protection Solutions (Life Insurance, Health Insurance, Car Insurance, Two wheeler insurance, Travel Insurance, Marine & Fire insurance )
- Wealth Creation Solutions ( Income plans, Pension plans, Tax free plans)
- Fixed Deposits (HDFC Ltd, ICICI HFL, LIC HFL, Bajaj Finance, Mahindra Finance, PNB Housing, Cent Finance, Shriram Finance, Canara Finance )
- Mutual Funds
- According to goals of investor
- Capital Gains Exemption Bonds : Section 54EC for tax savings upto Rs. 50 Lacs to save tax arising out of sale of an capital asset(s) within a stipulated time from the sale of an asset.
- RBI floating rate bonds 2020, the current rate being 7.35% p.a. till 30 June 2020, very very likely to be 8.05% after 01 July 2023.
- Regular Income, cash flow generating Bonds Portfolios with zero / lowest taxes.
- Loans – Home loans, Home Improvement loans, Loan against property
- Real Estate Advisory
- Planning of sale & purchase of residential properties across Delhi/NCR
Vision
Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.
Mission
From the beginning, our mission has been clear: Our business is people and their financial well-being. We are committed to helping Clients achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper.
Approach
“Our business is you and your financial well-being. Because we believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs. A YAM financial advisor can pull it all together with sophisticated advice and a detailed plan for the long term”.
Our Team
MR. DHANU RAM
DIRECTOR
MR. ANIL KUMAR
CHIEF EXECUTIVE OFFICER
MR. NIKHIL DAWAR
ASSOCIATE PARTNER
MS. RASHMI EKKA
EXECUTIVE OPERATIONS
MR. PAWAN KUMAR
EXECUTIVE CLIENT SERVICING
MS. TANYA
RESEARCH ASSOCIATE
Well planned is your big picture, precisely detailed …We do not sell dreams ...we help realize them.
© Copyright 2024. www.dkinvesto.com. All rights reserved.