Your Trusted Financial Products & Services Distributor
Dhansampann
Financial
Services
Get Expert Financial Guidance
Trusted Advisors for your financial success
18+ Years of experience in Financial Services
At Dhan Sampann Financial Services, our mission is to upscale the financial status of our clients by providing them need based, customized and competitive financial services and products. We strive to be a reliable partner in your wealth creation journey. We know it’s more than just money – it’s about your hopes, dreams, and the future you envision. We believe everyone deserves financial security and a bright future.
Our mission started with a simple idea: empower everyone to achieve their financial goals and safeguard what’s important. Life can be unpredictable, but with the right guidance you can overcome challenges.
Our financial expertise is dedicated to providing personalized guidance and services that fit your unique situation. We value the relationships we build with our clients, and their achievements motivate us.
We invite you to join family of happy investors by making use of superior technology, trustworthy guidance, and result oriented team.
What We Offer
Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute
Implement your customized advice by buying all the recommended financial products on one single platform.
Manage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
Our Products
Mutual Funds
Equity and ETF
Portfolio Management
Insurance
500+
Number Of Clients
20Cr+
Asset Under Management
18+
Years Of Experience
15Cr+
Insurance Cover Offered
Our Services
Risk Assessment
Financial Assessment
Goal Based Portfolio
E Wealth Account
Tax Assessment
.
Portfolio Review & Guidance
Insurance Need Assessment
Insurance Claim Assistance Service
Why open as account with us?
- Trusted by 500+ investors
- Professional service with rich experience
- Need based guidance
- 100% online account with Mobile App to track your investment
- Facility to Map investment to your financial needs such as Child education, Child Marriage, Retirement etc. and track it regularly
- Review of investments on regular basis to align with needs and trends
- Research based portfolios designed for different types of investors
- Regular investor awareness sessions for improving financial knowledge and spreading financial literacy
Get your existing Mutual Fund Portfolio reviewed from our Expert with proper guidance to improve it for free!!
Our Consultants
Meet Our Experts
18 Years of rich experience in Wealth Management. NISM certified Mutual Fund Expert. Financial Consultant for HDFC Life. Health Insurance Advisor – Star Health.
10+ Years of experience in Investment & Insurance. NISM certified Mutual Fund Expert. Chartered Financial Goal Planner. NISM certified Portfolio Management Services Distributor. Insurance Point of Sales Person (POSP) under NJ Insurance Broking Pvt. Ltd.
Our Esteemed Partners