About Us
Helping families with fortunes create lasting legacies
Dhatri Financial Distributors Pvt Ltd. is a Mutual Funds distributor registered with AMFI, which has been providing goal-based investment planning and investment services for over 7 years, to the delight of its clients.
We are dedicated to delivering personalized, top-tier services to individuals, with a primary focus on helping them achieve their unique personal goals.
We also help our clients transfer the wealth created during their lifetime hassle-free to their intended beneficiaries/heirs.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their risk profile.
Identify and define your goals.
Identify your aspirations and precisely define your goals to create a clear road map for achieving success.
Analyze your risk appetite.
Assess your comfort level with risk to tailor your investment strategy and financial decisions to your personal preferences.
Create an achievable plan.
Craft a plan that's both practical and attainable, setting you on a clear path toward reaching your goals.
How We Work
Leading The Best Invest manager Team
At Entrust, we serve as the guardians and architects of Wise Wealth—wealth that flourishes quietly, transparently, with dedication, and on an exponential trajectory.
We Have More Than 300+
Clients Around The World
Achievement
Over 300+ Goal Completed & Still counting
please contact us. Our experts are ready to assist with additional services tailored to meet your unique needs and challenges.
Our Expert
Our Professional Team
Ravi Narayana Rao
Director
Meet Ravi Narayana Rao, our seasoned Director and NISM Certified Mutual Funds/PMS/Retirement Adviser, bringing over a decade of expertise to guide you in making the right investment decisions. With a proven track record, Ravi is dedicated to helping clients navigate the complexities of financial markets, ensuring optimal outcomes for their portfolios. Trust in his experience for a secure and prosperous financial future.
Menaka Vallabh
customer support executive
Meet Menaka, our accomplished NISM Certified Mutual Funds Distributor, boasting extensive expertise in managing back office operations at renowned companies such as Reliance Life Insurance. With over 5 years of dedicated service, Menaka is a valuable asset, ensuring seamless and efficient financial operations for our clients.