Yes, we are a fully registered financial firm, including professionals registered with the National Stock Exchange (NSE). This ensures our services align with industry standards and uphold the highest levels of integrity and accountability.

We handle a wide range of investments, including mutual funds, stocks, bonds, and tailored portfolios designed around your unique goals. Additionally, our team is expanding into real estate and other investment opportunities to diversify your options.

We begin with an in-depth assessment of your financial goals, risk tolerance, and timeline. Based on this, we create a tailored plan that includes tax-efficient strategies, retirement planning, and investment options suited to your objectives.

We provide monthly performance reports, along with a secure client portal for real-time access to your portfolio. You can also schedule periodic reviews or reach out anytime for insights or adjustments to your plan..

Our minimum investment requirement varies depending on the service package, starting from our Essential plan designed for newcomers and scaling up to our Elite service for comprehensive wealth management. Contact us to discuss the best starting point based on your goals.

We focus on a balanced, diversified approach to protect your assets from market fluctuations. With a combination of risk assessment, rebalancing strategies, and regular monitoring, we ensure your investments remain resilient and aligned with your long-term vision.

Absolutely. Our packages are designed to grow with you. You can transition to a different plan as your financial goals and requirements evolve, and we're here to guide you through each step of that process.

Unlike traditional firms, DhanOrbis is built on principles of openness and empowerment. We prioritize giving clients full insight into their finances and avoid hidden fees or unclear strategies. Our goal is to build a long-term, trust-based relationship with you.

Yes, you will have a dedicated financial advisor who will be your primary point of contact for all your queries, updates, and financial planning needs. They're here to ensure you feel supported, informed, and confident in every financial decision.

Beyond investment management, we offer financial goal planning, tax-efficient strategies, retirement planning, and personalized risk management. As we expand, our services will also include real estate advisory and a global investment focus.

No, our initial consultation is complimentary. It's an opportunity to understand your needs, discuss our services, and determine if we're the right fit to help you achieve your financial goals.