Kolkata, February 13: Dhanvesttor, the latest entrant in India’s boutique wealth management landscape, has secured the coveted Portfolio Management Services (PMS) License (R.A. No. INP000008570) from the Securities and Exchange Board of India (SEBI). This significant milestone enables the company to commence its PMS operations, administering funds and offering strategic insights to navigate the financial realm. The acquisition of this license aligns with Dhanvesttor’s mission to enhance women’s economic opportunities and engagement in the capital markets by empowering them to generate and manage their own income.
Anooshka Soham Bathwal, CEO & Founder of Dhanvesttor, expressed her views on this development, stating, “The attainment of the SEBI PMS License (R.A. No- INP000008570) marks a pivotal stride in our commitment to providing women-centric portfolio management services. Our objective is to furnish unparalleled financial expertise, fostering equal economic participation for women. We aspire to guide our clients towards financial success with bespoke insights.”
In addition to its wealth management offerings, Dhanvesttor conducts co-learning sessions and community-building initiatives, creating a supportive space for women to delve into personal finance and wealth management discussions. These sessions, conducted both individually and in groups, aim to enhance financial literacy and encourage women to engage with peers and financial experts, facilitating their personalized journey towards financial growth.
Anooshka emphasizes, “We firmly believe that women’s financial empowerment encompasses not only monetary gains but also financial literacy. This knowledge empowers women to make informed financial decisions, fostering independence and confidence. Moreover, it serves as a catalyst for inclusive economic growth and human capital development, benefitting families, communities, and society at large.”
Moreover, Dhanvesttor is set to introduce a comprehensive range of brokerage services and broaden its market presence in tier-2 and tier-3 cities, complementing its existing focus on tier-1 cities. The company’s strategic expansion underscores its commitment to inclusivity and innovation, solidifying its position as a leading platform with a competitive edge in the wealth management landscape.
