Dhanvesttor, India’s newest boutique wealth management and co-learning and community building platform has announced that it has received PMS License from the Securities and Exchange Board of India (SEBI) to begin PMS (Portfolio Management Services) operations. The grant of this licence has enabled the company to undertake the administration of funds and provide clients with strategic insights for navigating the financial landscape. This newly-acquired licence has allowed the company to further its cause of increasing women’s economic opportunities and participation in the capital markets by supporting their efforts to generate and control their own income.
Commenting on the development Anooshka Soham Bathwal, CEO & Founder of Dhanvesttor said, “The grant of the SEBI PMS License (R.A. No- INP000008570) is a big leap in our commitment to offering women-focused portfolio management services which will empower them to participate in the economy on equal terms with men. Our aim is to deliver unparalleled financial insights to optimise returns for our clients and shape their path to financial success.”
In tandem with its wealth management services, Dhanvesttor also provides co-learning sessions and community-building exercises to create an intimate and safe environment for women to discuss their queries about personal finance and wealth management. These sessions, conducted both in groups and one-on-one, aim to enhance financial literacy and inspire women to engage with like-minded individuals and financial experts, guiding them through their personalized journey of financial growth.
Anooshka further adds, “We strongly believe that financial empowerment for women involves not only monetary gains but also gaining financial knowledge. This knowledge helps women become more independent and confident in making both short-term and long-term money decisions. This knowledge is then passed on to their children, friends, and communities and pays dividends in terms of inclusive economic growth and human capital.”
Furthermore, Dhanvesttor is poised to introduce an extensive array of brokerage services and expand its market reach in tier-2 and tier-3 cities in addition to its existing focus on tier-1 cities. The firm has strategically expanded its presence and service portfolio, reinforcing its standing as an inclusive platform with a competitive edge.
