The platform will promote women-centric wealth management and community empowerment
A recently established boutique wealth management platform in India, has been granted a PMS License by the Securities and Exchange Board of India (SEBI) to commence Portfolio Management Services (PMS) operations. This license allows the company to manage funds and offer clients strategic insights to navigate the financial landscape effectively. With this new license, platform aims to further its mission of promoting women’s economic opportunities and their participation in capital markets by empowering them to generate and manage their own income.
The goal of the company is to enable women to participate in the economy on equal terms with men by offering unparalleled financial insights to optimize returns and facilitate their path to financial success.
In addition to its wealth management services, it organizes co-learning sessions and community-building exercises to create a supportive environment for women to discuss personal finance and wealth management queries. These sessions, conducted both in groups and one-on-one, aim to enhance financial literacy and encourage women to engage with peers and financial experts, guiding them through their individual financial growth journeys.
This boutique wealth management platform, Dhanvesttor, plans to introduce a wide range of brokerage services and expand its market presence in tier-2 and tier-3 cities, in addition to its current focus on tier-1 cities. This strategic expansion reinforces the company’s position as an inclusive platform with a competitive edge.
