Investment and Financial Services in Delhi
As an AMFI-registered Mutual Fund and SIF distributor in Delhi, Dhanvantree helps individuals and businesses build wealth, safeguard what matters, and access smarter financial products with guidance you can trust.
- AMFI Registered Distributor
- Multi-Product Financial Partner
- Financial Growth Ecosystem
Explore Dhanvantree’s Investment Solutions
A complete range of investment options curated to match your goals and risk profile.
Mutual Funds
Access a curated range of mutual fund schemes across equity, debt, and hybrid categories. As an AMFI-registered distributor, we help you build a portfolio aligned to your risk appetite, financial goals, and investment horizon with ongoing portfolio reviews.
- Onboarding and KYC Support
- Goal-Based Investment
- Risk-Aligned Portfolio Selection
- Ongoing Portfolio Reviews
SIFs (Specialized Investment Funds)
For investors seeking differentiated, higher-ticket investment strategies beyond traditional mutual funds, our SIF offerings provide access to specialized fund structures designed for sophisticated portfolio diversification.
- Specialized Fund Access
- Higher-Ticket Strategies
- Sophisticated Diversification
- Tailored to Investor Profile
AIFs (Alternative Investment Funds)
Explore private equity, venture capital, and hedge fund strategies through AIFs suited for investors looking to diversify beyond conventional asset classes and access institutional-grade opportunities.
- Institutional-Grade Access
- PE & VC Exposure
- Portfolio Diversification
- Curated Fund Selection
Fixed Deposits (FD)
Secure, guaranteed returns with flexible tenures. We help you compare and choose FDs across banks and NBFCs to maximize safety and yield on your surplus funds.
- Fixed Returns
- Flexible Tenures
- Multi-Bank Comparison
- Maximized Yield
Bonds
Invest in government and corporate bonds for stable, predictable returns. A great fit for conservative investors and those looking to balance a growth-oriented portfolio with fixed-income stability.
- Predictable Returns
- Govt & Corporate Bonds
- Fixed-Income Stability
- Conservative-Investor Fit
Explore Our Extended Financial Services
Beyond investments – solutions that support your everyday financial life.
Loans
Personal, home, business, or education loans. We help individuals and businesses access the right credit at competitive rates, with support through documentation and approval.
- Personal, Home, Vehical & Business
- Competitive Rates
- Documentation Support
- Quick Processing
Banking Solutions
From everyday banking to smarter spending, we help individuals and businesses manage their finances better. Our Current and Savings Account (CASA) solutions are designed for seamless day-to-day banking and better fund management, while our curated range of credit cards for both individuals and businesses is matched to your spending patterns, offering rewards, cash flow flexibility, and financial convenience.
- Seamless CASA Management
- Curated Credit Cards
Insurance
Protect What Matters Most with Comprehensive Insurance Solutions. Through our subsidiary, SKF IMF Private Limited, we offer a range of insurance solutions designed to help protect what matters most. Our offerings include term insurance to support your family’s financial security, health insurance to help manage unexpected medical expenses, and general insurance across motor, home, and travel to help safeguard your assets and lifestyle.
- Policy Comparison Assistance
- Affordable High Cover
- Health, Life and General Insurance
- Claim Settlement Support
How to Start Your Investment Journey With Dhanvantree
Express Your Interest
Share your details and tell us about your financial goals and requirements.
Financial Discussion
Our team understands your current investments, protection needs, and goals.
Onboarding
Complete KYC, documentation, and due diligence to get started.
Start Investing
Begin your journey with the right mix of investment, insurance, and banking solutions.
Frequently Asked Questions
Get all the essential details about investing with Dhanvantree, eligibility, support, and how the process works.
What investment and financial services does Dhanvantree offer?
Dhanvantree offers access to a range of investment and financial services, including mutual funds, Alternative Investment Funds (AIFs), Specialized Investment Funds (SIFs), bonds, fixed deposits, insurance, loan assistance and banking solutions. Our team also supports investors with digital onboarding, KYC assistance and ongoing investment servicing.
Is Dhanvantree an AMFI-registered Mutual Fund Distributor?
Yes. Dhanvantree is the trade name of Dhanvantri Capital Services Private Limited, an AMFI-registered Mutual Fund Distributor (ARN-194216). We facilitate investments in mutual fund schemes offered by various Asset Management Companies (AMCs) in accordance with applicable regulations.
Can I invest online through the Dhanvantree app?
Yes. Eligible investors can complete digital onboarding, KYC (where applicable), invest in mutual funds, monitor their portfolio and access investment-related services through the Dhanvantree app. The availability of specific features may vary depending on the product and regulatory requirements.
What documents are required to start investing?
The documents required may vary depending on the financial product. Generally, you may need:
- PAN Card
- Aadhaar or another valid identity proof
- Address proof (if required)
- Bank account details
- KYC documents, where applicable
Additional documents may be requested for certain investment products based on regulatory requirements.
What is the minimum amount required to invest?
The minimum investment amount depends on the financial product you choose. Many mutual fund schemes allow investments starting from a few hundred rupees through SIPs, while products such as AIFs and SIFs have higher regulatory eligibility requirements. Our team can help explain the applicable minimum investment criteria for each product.
Does Dhanvantree serve investors outside Delhi?
Yes. While our office is based in Delhi, we also assist eligible investors across India through digital onboarding and online investment services, subject to applicable regulations and product availability.
Can I track all of my past and present investments after onboarding?
Yes. Investors can access their portfolio through the Dhanvantree app and other applicable platforms to view holdings, transaction history and other investment-related information, depending on the product and service being used.