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Dhanasree Wealth Financial Services Pvt. Ltd. is a one stop solution for your investment needs. We delivers a comprehensive set of services designed to meet the needs of diverse individuals, business and corporations. At Dhanasree Wealth we are passionate about helping our clients build their portfolio and optimize their wealth. Being a Financial Supermarket, we offer investment solutions in Equities, Mutual Funds, Currency trading, Commodity trading, Stock and Index futures and option, Suitcase portfolios, PMS, AIF, Goal based Investments etc.

Our Story

Dhanasree Wealth Financial Services Pvt. Ltd. was formed as Sole Proprietorship Company in the year 2021 to become one stop solution for all the investment needs. It is empaneled with all major Asset Management companies in India for Mutual Fund services. A Business Associate (Broking) of Motilal Oswal Financial Services who is a leading brokage house of both NSE and BSE whose branch/franchises are spread across the country servicing more than 5 million customers with vide range of products.

Sreenath Prabhu is the Founder Director of Dhanasree Wealth with a rich experience of over 25 years in the capital markets.

In a short span of two and a half years Dhanasree Wealth has over 500+ satisfied customer and has more than 170 crores of Assets under management.

MISSION

To assist clients in growing and preserving their wealth over the long term through various investment strategies, asset allocation, and risk management

VISION

We dream of a future where financial security and prosperity are accessible to all by ensuring high level of transparency and professionalism in work culture with no compromise on ethics and confidentiality.

Values

Honesty, Openness, Fairness, Trust, Customer service, Thinking long-term, Do the right thing, Eco-sustainability, Good judgment, Simplicity.

Four core values which our organisaiton is built on:

  • commitment to customer service
  • integrity
  • transparency
  • ethical practices.

We have Impactful Numbers

Years in the Market
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Customers
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Branches
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