DHANVANTREE | DHANVANTRI CAPITAL SERVICES PRIVATE LIMITED
Mutual Fund Distributor in Delhi, Serving Investors Across India
Invest in mutual funds, SIPs, Specialised Investment Funds, fixed deposits, bonds and GIFT City products through a single platform, supported by a dedicated relationship manager.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
ARN-194216 · APRN-10201 · 41+ AMCs · Serving investors since 2021
Why Dhanvantree?
Investment Options
Mutual funds, SIF, AIF, PMS, fixed deposits, bonds, GIFT City products and loans, accessible and monitored through a single login.
Secure Digital Access
KYC, mandate registration and transactions are processed through the same RTA and AMC platforms used across the industry. Investor funds are remitted directly to the asset management company.
Goal-Based Investing
Define the objective and the time horizon. Our calculators establish the monthly contribution required to meet it.
Relationship Support
A dedicated relationship manager familiar with your portfolio, available by telephone and WhatsApp.
Portfolio Tracking
A consolidated view of all holdings, with XIRR and capital gains statements available on request.
Dhanvantree in Numbers
₹ 1500 Cr+
Fixed Deposit Mobilised for Clients
₹ 1400 Cr+
Mutual Fund AUM
₹ 10 Cr+
Loans Disbursed to Investors
₹ 10 Cr+
Insurance Coverage Arranged
What Our Founder Has To Say About Dhanvantree
“Dhanvantri Capital Services Private Limited was founded with a clear purpose: to make financial services simpler, more accessible, and easier to understand.
Over the last five years, we have grown by staying focused on the people we serve, helping individuals begin their investment journeys and bringing multiple financial solutions under one ecosystem.
This journey has been shaped by the trust of our clients, partners, and team. As we move forward, we remain committed to building a more connected, technology-driven, and accessible financial ecosystem for individuals and families across India.
The journey has only just begun.”
Managing Director, Dhanvantri Capital Services Private Limited
Products and Services by Dhanvantree
Investments, deposits, loans, banking and insurance, available through one platform and one relationship manager.
Equity, debt and hybrid schemes from 41 asset management companies, through SIP or lumpsum.
A SEBI product category between mutual funds and PMS, with a minimum investment of ₹10 lakh per PAN across a fund house’s SIF strategies.
Portfolios managed by SEBI-registered portfolio managers, with a minimum investment of ₹50 lakh as prescribed by SEBI.
Category I, II and III AIFs for eligible investors, with a minimum commitment of ₹1 crore as prescribed by SEBI.
Fixed deposits from banks and NBFCs, including NRE and NRO options, with tenures and interest rates set out for comparison.
Government securities, PSU bonds and rated corporate bonds, each with a stated coupon and maturity date.
Home, personal, car, gold and education loans, arranged through banks and NBFCs, subject to each lender’s eligibility and approval.
Savings and current accounts, fixed deposits and credit cards, arranged as a Direct Selling Associate of HDFC Bank (Agency Code CP/58228).
Life, health and general insurance, distributed through our group company SKF IMF Private Limited, an IRDAI-registered insurance marketing firm.
Eligible investment products offered through GIFT City (IFSC), including foreign-currency options, subject to IFSCA rules, LRS limits and investor eligibility.
Mutual fund and SIF investments are subject to market risks; read all scheme-related documents carefully. PMS and AIF are subject to SEBI minimums and investor eligibility. Corporate fixed deposits and bonds carry credit risk. Loans are subject to lender approval. Insurance is distributed by SKF IMF Private Limited, IRDAI Registration No. IMF187406540120230577.
What to Expect
Complete your KYC
Digital KYC is completed within the app. Investors already KYC-compliant with any AMC or KRA require a single verification step.
Select a goal and a category
Share your objective and time horizon. Your relationship manager explains the scheme categories available for your risk profile and time horizon, and the final choice rests with you.
Register the SIP
Select the installment date and amount and authorise the mandate once. Each instalment is recorded on your dashboard.
Investment Calculators
What Industry Leaders Say About Dhanvantree
Perspectives from respected voices across the financial services industry.
Radhika Gupta
Managing Director & CEO, Edelweiss Mutual Fund
A message from one of India’s respected financial industry leaders on Dhanvantree’s journey, growth, and commitment to building meaningful relationships while serving investors.
Radhika Gupta says, “I want to recognize Dhanvantri Capital for the very good work they’re doing to make personal finance simple and more accessible. In a short period of five years, this team has built a truly client-focused business, simplifying personal finance and making investing accessible to so many Indians. Investing is a business of trust, and I wish them all the best on this journey of trust and financial inclusion.”
Download Dhanvantree App
Dhanvantree App brings mutual funds, SIFs, fixed deposits, bonds and more into one app. Complete KYC, invest digitally, track your portfolio and keep your financial goals in view.
- Dedicated Relationship Manager Support
- Multiple Investment Options in One App
- Goal-Based Calculators and Portfolio Insights
- Simple Digital Onboarding and KYC
Awards Gallery: Dhanvantree's Honors
Dhanvantree has been recognised by Kotak Mutual Fund for crossing the ₹200 crore AUM milestone, by HDFC Mutual Fund for excellence in mutual fund business, and by SBI Mutual Fund with its Award of Excellence, among 60 other recognitions from asset management partners. The company has also been featured in Outlook Money, CNBC Awaaz, Amar Ujala and ET Newsmakers in The Economic Times.
Empower Through Knowledge
Risk Assessment Tool
Understand your risk profile in a few minutes with our Risk Assessment Tool.
Praise from our Clients, Associates and Business Partners
Dhanvantree nurtures your financial growth across seven ways to invest and borrow.
Questions
Frequently Asked Questions about Dhanvantree
Learn more about Dhanvantree, our mutual fund distribution services, investment app, digital KYC and financial services.
What is Dhanvantri Capital Services Private Limited?
An AMFI-registered mutual fund distributor based in Connaught Place, New Delhi, operating under the brand name Dhanvantree. Incorporated in 2021 (CIN U67100DL2021PTC389902), it holds AMFI registration ARN-194216, valid to 31 December 2027, and APMI registration APRN10201 for distributing portfolio management services.
Who is a mutual fund distributor?
How do I choose a mutual fund distributor in Delhi?
Can I invest with Dhanvantree from outside Delhi?
Yes. Our corporate office is at Naurang House, Kasturba Gandhi Marg, Connaught Place, New Delhi, and you are welcome to visit. KYC, onboarding, investing and portfolio tracking all work through the Dhanvantree app from anywhere in India, with your relationship manager available by phone and WhatsApp.
Can NRIs invest through Dhanvantree?
Yes. NRIs can invest in Indian mutual funds through an NRE or NRO bank account after completing KYC. Some fund houses do not accept investments from residents of the United States and Canada, so the schemes open to you depend on your country of residence. Your relationship manager will confirm which schemes are available.