We as Dwarka Investments incorporated in the Year 2006 and at present having 1500 Satisfied Clients. 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 Healthy and secured retirement life.
We are Also Consulting Family Health Information, Nutrition Information, Socialization, Wellness Evaluation, Improve Health, Boost Energy, Manage Weight as a Personal Wellness Coach
"Our Aim is to Make Everyone Healthier, Happier and Wealthier"
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Why Us?
Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere. Also Discussed Related Health, and Providing Healthy Tips Time to Time.
Right Experience & Skills:
We have over 14 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. Ramakant Mujawadia
Mrs. Renuka Ramakant Mujawadia
Mr. Umesh Tiwari
Miss. Bharti Kaur Saluja
Our Timeline
We Now Have 1,500 Clients
We Now Have 1,500 Clients
MF AuA Crosses 30 Crores
2011
Start of Office 2011
2011
2006
Start of Journey
