We help you achieve what you want with your money. A personalised roadmap to help you meet critical financial goals like retiring comfortably, your kid’s education & marriage, saving taxes and being financially free.
Why Us?
At Dhingra Wealth, we believe true financial well-being starts with understanding — not just products. As a Delhi-based wealth management firm, we help individuals and families achieve lasting financial freedom through personalized, goal-based planning.
Personalized Planning
Tailored financial strategies built around your unique goals — from your first investment to legacy creation.
Built on Trust. Driven by Purpose
We value long-term relationships grounded in integrity, clear communication, and full transparency.Tailored financial strategies built around your unique goals — from your first investment to legacy creation.
Expert-Led Guidance
Backed by globally respected credentials like CFA®, CFP®, and CWM®, our team provides expert and empathetic financial advice.
Comprehensive Services
From retirement and child education planning to wealth preservation — we cover all aspects of your financial journey.Tailored financial strategies built around your unique goals — from your first investment to legacy creation.
Lifelong Support
Whether you’re just starting or planning generations ahead, we’re here for every stage of your journey
Services We Offer
Financial Planning
Comprehensive goal-based planning including cash flow, budgeting, and net worth analysis.
Investment Advisory & Portfolio Management
Asset allocation, risk profiling, and investment strategies across mutual funds, PMS, AIFs, bonds, etc.
Tax Planning
Structuring investments and income to optimize tax efficiency under Indian tax laws.
Retirement Planning
Ensuring sufficient corpus accumulation and drawdown strategies for post-retirement life.
Insurance Advisory
Protection planning through term life, health, critical illness, and asset insurance.