DHANVANTREE · MUTUAL FUND INVESTMENT APP
AMFI-Registered Mutual Fund & SIF Distributor & Financial Services Provider in Delhi - Dhanvantree
Ab Paise Ped Par Ugte Hain!
Why Dhanvantree?
Investment Options
We offer many options for our clients, ensuring diverse financial and investment solutions.
Secure Digital Access
We keep our clients’ data very safe and secure.
Goal-Based Investing
We grow your investments steadily over time, like caring for a tree.
Relationship Support
We prioritize meeting our clients’ needs and making sure they are satisfied.
Portfolio Tracking
Concerned about your investments? Get a review to stay updated.
Everything You Need to Invest Smarter
Download Dhanvantree App
The Dhanvantree App is the official investment application of Dhanvantri Capital Services Private Limited. It provides digital access to mutual funds, KYC onboarding, SIP journeys, financial calculators, portfolio tracking and relationship support.
Join the growing community of 10,000+ users who have downloaded the Dhanvantree App. From digital onboarding to portfolio tracking, the app brings essential investment tools and dedicated human support together on one convenient platform.
- Dedicated Relationship Manager Support: Get a Relationship Manager who understands your goals and supports your investment journey.
- Multiple Investment Options in One App: Access mutual funds, SIPs, fixed deposits, bonds and more in one app.
- Goal-Based Calculators and Portfolio Insights: Use financial calculators and portfolio insights to plan and track your goals.
- Simple Digital Onboarding and KYC: Complete KYC, start investing and access your portfolio digitally.
Investment Services by Dhanvantree
From roots to riches - Dhanvantree nurtures your financial growth!
Mutual Funds
Achieve your goals with mutual funds. As an AMFI Registered Mutual Fund Distributor based in Delhi, we offer personalized investment solutions.
Fixed Deposits
Secure your future with stable fixed deposits, avoiding market ups and downs.
Why Choose Our Group?
Dhanvantree in Numbers
₹ 1500 Cr+
FIXED DEPOSITS
Mobilised for Clients
₹ 1300 Cr+
MUTUAL FUNDS
AUM
₹ 10 Cr+
LOANS
Disbursed to Investors
₹ 10 Cr+
INSURANCE
Coverage Arranged
Hall of Fame
Awards Gallery: Dhanvantree's Honors
At Dhanvantree, we are proud of our commitment to excellence in financial services. Esteemed organizations and industry experts recognize our dedication to innovative investment and financial solutions and personalized support. Find out more about Dhanvantree.
Frequently Asked Questions about Dhanvantree
Learn more about Dhanvantree, our mutual fund distribution services, investment app, digital KYC and financial services.
Yes. Dhanvantree is the brand identity of Dhanvantri Capital Services Private Limite, which is an AMFI-registered Mutual Fund Distributor with ARN-194216.
The Dhanvantree App provides digital access to mutual fund investments, KYC onboarding, SIP journeys, financial calculators, portfolio tracking and relationship support. Investors can also use the app to monitor investments and access tools designed around financial goals such as retirement, education and long-term investing. The app is available for both Android and iOS.
Yes. Investors can use Dhanvantree to access mutual fund investments through routes such as SIPs and lump-sum investments. SIPs allow investments to be made periodically, while lump-sum investing involves investing an amount at one time.
Dhanvantree provides a Risk Profile Assessment that asks questions about factors such as your investment horizon and how you may respond to market movements. The tool is intended to help you better understand your risk tolerance before exploring investment options. The Risk Profile Assessment is available through Dhanvantree’s digital tools.
To ensure your investment is safe, diversify your portfolio and consider long-term investments. Research before investing and consider getting advice from a Mutual Funds Broker at Dhanvantri Capital Services for a personalized plan.
Yes. Dhanvantri Capital Services Private Limited is an HDFC Bank Direct Selling Associate (Agency Code CP/58228). Through this association, Dhanvantree facilitates assistance for selected HDFC Bank banking products and services, including savings and current accounts, fixed deposits and credit cards. Dhanvantree also facilitates access to loan options such as home, personal, car, gold and education loans, subject to the respective lender’s eligibility and approval requirements.
Find out more about Dhanvantree
Navigate the currents of finance confidently with Dhanvantree as your compass.
Meet the Team
Meet the dedicated team behind Dhanvantri Capital Services Pvt Ltd's success. Our experts work hard to help you manage your money better.
Join our Team
Want to join us? Become a Dhanvantree agent and help people make smart money choices.
Contact Us
Need help with investment? Contact us for friendly advice that fits your needs.
Empower Through Knowledge
Risk Assessment Tool
Take the first step towards financial security with our Risk Assessment Tool today.
Praise from our Clients, Associates and Business Partners
Hear their Success Stories!
Check the latest KYC status.
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NDMLKRA |
Financial Freedom Month 2026: Take Your First Step Towards Financial Freedom
Financial Freedom Month 2026 is Dhanvantree’s August investor-awareness initiative, inspired by India’s 80th Independence Day, for individuals, families, students, professionals and communities. Through educational activities, the Financial Freedom Pledge, practical tools and awareness sessions, the campaign encourages responsible financial habits and long-term financial preparedness.
