Our Mission & Values
Dhyanam Investment has incorporated on August, 2015, with the objective to provide Customized Financial Advisory Services and Financial Planning to Corporate, NRI, HNI and Retail clients. Our expertise lies in the Mutual Funds though we also provide an all inclusive range of Capital Products ranging from Insurance, Govt. Bonds, Fixed Deposits, Structure Products and Tax Saving Plans.
Founder :
Bhavesh R Champaneria
Bhavesh R Champaneria is a Certified Financial PlannerCM, has come up with a rich experience of over 21 years in financial services, career started with providing financial solutions to biggest National Distribution in Indian Asset Management Industry, over the journey he had cater to various financial needs of individuals, Corporate , HUF, HNI, NRI, Private Limited Companies, etc by advising long term short term goals, tax planning, child education, marriage, retirement planning etc.
We believe in Financial Planning is seen emerging as the face of advisory services in India - As a continual process which charts a roadmap to achieve planned financial goals & meet unforeseen needs; Financial Planning integrates the basic principles: Long Term Investing, Disciplined Systematic Approach, Asset Allocation & Rebalancing.
At Dhyanam Investment, we believe in empowering investors with customized integrated financial solutions thus assisting one to “Achieve Financial Goals through Right Planning”.