Your Complete Financial Growth Ecosystem—Right in Your Pocket.
From investments to essential financial solutions, effortlessly track your portfolio, stay on top of your goals, and grow your wealth while you focus on life.
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Dhanvantree App
Stop tracking your investments across messy, manual spreadsheets or disconnected apps. Our comprehensive dashboard acts as the command center for your entire financial growth ecosystem:
- Mutual Fund Hub: Manage active funds down to individual folios.
- Fixed Deposit Tracking: Monitor real-time accrued interest and automatic yearly compounding models across multiple banks
- Shares & Bonds Ecosystem: Track fixed income transactions, purchase histories, and zero-coupon bonds seamlessly.
- Unified Insurance Vault: Securely upload, renew, and pay premiums for your term, health and general insurance policies in one central place.
Feature Deep-Dives
Smart Financial Calculators & Goal Planning
Map your portfolio directly to real-life milestones. Our financial calculators help you bridge the gap between where you are and where you want to be:
- Lampsum Calculator
- Cost of Delay SIP
- Marriage Calculator
- SIP Tenure
- SIP Step- UP Calculator
- STP Planner
- SIP Calculator
- Education Calculator
- Retirement Calculator
- EMI Calculator
- SIP Planner
- SWP Planner
Risk profiling
Invest Comfortably, Never Blindly
Investing without understanding your risk tolerance is like driving without a seatbelt. Our application features an active Risk Profile assessment engine tailored to map your financial psychology:
- Tailored Psychological Evaluation: Complete a simple, interactive multi-question questionnaire designed to accurately capture your investment horizon and comfort level.
- Dynamic Risk Segmentation: Instantly identify where your portfolio belongs across 5 risk zones—from Conservative up to Aggressive asset distributions.
- Protection Against Volatility: Align your investments with calculated comfort boundaries, preventing reckless over-indexing while maximizing your inflation-beating potential.
Advanced Portfolio Tracking & Reporting
Your Entire Portfolio, Unified and Simplified
Map your portfolio directly to real-life milestones. Our financial calculators help you bridge the gap between where you are and where you want to be:
Simple Onboarding Process
KYC Onboarding
Complete your KYC in minutes. Simple steps, instant verification, and robust security to get you verified right away.
PAN Verification
Enter your Permanent Account Number (PAN) to check your KYC status. If it is not verified, you can proceed with online KYC within the app
Identity Verification via DigiLocker
Choose to verify using either your Aadhaar or driving license. The example provided uses Aadhaar, which involves entering your Aadhaar number, verifying via an OTP sent to your linked mobile number, and providing your DigiLocker security PIN
Consent
Review the details being shared from DigiLocker and provide your consent to allow the app to fetch your documents
Data Review
Basic details like your name, date of birth, Aadhaar number, and address will be fetched. Verify these details and update any editable fields
Account Holding Pattern
Select your preferred holding pattern (e.g., single, joint) and provide the necessary details for the first holder
Nominee & Bank Details
Add your nominee information (or opt out) and enter your bank details, including IFSC, account number, and branch information
Map Your Investment with goals
Your Investment Journey, Visualized
Don't just save blindly. Our interactive Investment Journey tools give you the whole picture at a glance. Track your baseline Net Investments vs. your real-time Current Value over time. Automatically calculate your net gains while factoring in Switch-Ins, Switch-Outs, and dividend payouts.
- Real-Time Wealth Tracking: Compare your baseline Net Investments against your active Current Value over time on a single dynamic dashboard.
- Automated Gains Calculation: View your accurate, net performance updates instantly without manual spreadsheet calculations.
- Seamless Transaction Accounting: Track exact adjustments for all complex movements, including Switch-Ins, Switch-Outs, and automated dividend payouts.
Find out more
Frequently asked questions
What is the Dhanvantree App?
The Dhanvantree App is a comprehensive, all-in-one financial growth ecosystem designed to act as the command center for your personal wealth. Instead of tracking your finances across messy spreadsheets, the app lets you monitor your investments, map out life goals, and manage financial solutions right from your phone.
Who manages the financial services on the platform?
The platform is backed by Dhanvantri Capital Services Private Limited, a registered Mutual Fund distributor with AMFI Registration No: ARN-194216 (valid until 31/12/2027).
What is the Risk Profile assessment tool?
To keep you from investing blindly, the app features a tailored psychological evaluation questionnaire. It accurately captures your investment horizon and comfort level, instantly categorizing your profile into one of 5 dynamic risk zones (from Conservative to Aggressive) to protect your portfolio against unwanted volatility.
Is the app available for both iOS and Android?
Yes! The Dhanvantree App is fully supported and available for download on both Android and iOS platforms.
How does the app help me track my real-time wealth?
Our interactive Investment Journey tools visualize your baseline Net Investments against your active Current Value over time. The system automatically calculates your net gains while factoring in complex transactions like Switch-Ins, Switch-Outs, and dividend payouts without requiring manual math.
What support is included?
If you have any queries, need assistance, or have a grievance, you can reach out via: Email: info@dhanvantree.com
Testimonials
Trusted by Investors. Proven by Experience.
See what our customers have to say about their experience and how we're helping them make smarter financial decisions every day.
Download Now! Start Your Simple Onboarding Journey
Available on both Android and IOS.