Ditya Financials Services

WE PROVIDE RIGHT PRODUCT FOR YOUR NEED

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About us

At Ditya Financial Service we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.


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HOW IT WORKS?

Here are the 3 working steps on success.

Collect data

Your risk profile, past investments, your prefernces and concerns - all are considered here.

Portfolio building

Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.

Portfolio review

Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.

SERVICES

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Portfolio

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws.

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors

WEALTH BASKET

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain

FINANCIAL CALCULATORS

Secure your future through systematic investment, Select your goal and calculate how much you need to invest!

TESTIMONIALS

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Saul Goodman

Ceo & Founder

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Sara Wilsson

Designer

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Jena Karlis

Store Owner

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Matt Brandon

Freelancer

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John Larson

Entrepreneur