Goal Based Investing
When investments are goal-based, a person is better prepared to deal with financial needs such as a child's education, wedding, retirement, health emergencies, job loss, etc.
We spend time to understand your needs and share the right guidance.
When investments are goal-based, a person is better prepared to deal with financial needs such as a child's education, wedding, retirement, health emergencies, job loss, etc.
At Dhanalakshmi Securities, we give you one-stop shopping for all your personal finance needs. Our experts provide excellent service and are always ready to assist in any emergency that may arise!
Danalakshmi Securities is one of the leading financial services providing firms with a special focus on Mutual Fund Investments. We are based in Thrissur, the cultural capital of Kerala, and have been providing services in the financial sector for more than a decade & a half now. Dhanalakshmi Securities was a dream come true for an energetic, finance-inclined youth R.Vaitheeswaran. He is currently the managing director of the family-based partnership firm. Mr. Vaitheeswaran completed his post-graduation in M.Com & has worked at leading stockbroking firm Karvy with a special focus on mutual fund distributor. He also practiced for C.A. entrance and at the same time laid the foundation for establishing his own mutual fund distributor firm. He started Dhanalakshmi Securities in 2004, And in the last 2 decades & more to come we have been serving clients from all walks of life. The CEO of our firm is Mrs. Rima Vaitheeswaran, the wife of Mr. Vaitheeswaran, an able supporter, distributor, and a capable businesswoman who has always been the torchbearer.
Financial advice is often a complex topic for many people. However, we strive to provide the best service by educating our clients on how to better manage their finances and make informed decisions about saving time or money today with access to top-notch financial products tailored specifically for each client’s risk profile and timeline.
We work with you to anticipate your life transitions and be financially prepared for them by regularly assessing any potential changes coming. Then, we create the necessary action plan in advance to address these changes before they happen so that there are no surprises when it matters most – during tough financial times or significant life events. We are always open to adopting new technologies, improvised software & online platforms but still have a traditional distributor approach, mostly preferred by our elderly clients. They still prefer to have face-to-face meetings on a personal basis and we are more than happy to deliver that experience.
Dhanalakshmi Securities is financial services co which do financial planning in a manner you feel personalized services and appropriate to your goals and life stages with a very professional approach
One of the many advantages to having an independent distributor on your side is that they are able, unlike company specific financial planners who work for companies, we can offer you guidance tailored specifically towards what YOU need.
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Our Services are available in Thrissur district and Surrounding areas.
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