DhanJodo Financial Services is a professionally managed financial advisory firm offering structured investment solutions to individuals across various life stages. We provide clear and actionable guidance to help clients grow, protect, and access their wealth efficiently.
Our approach focuses on transparency, simplicity, and personalized financial planning. With a strong understanding of mutual funds and insurance products, we help clients achieve their goals through suitable investment choices and strategic allocation.
Mutual funds have emerged as one of the most accessible and transparent avenues for individuals to participate in market-linked opportunities. Whether one is looking to gradually build wealth or maintain liquidity with lower risk, mutual funds...
Insurance plays a vital role in providing a sense of security and preparedness for life’s uncertainties. In today’s fast-paced world, unexpected events—whether related to health, accidents, or property damage—can lead to heavy financial burdens...
Managing wealth in today’s dynamic markets requires a strategic, professional, and customized approach. Our Portfolio Management Services (PMS) are designed for individuals and families...
A Loan Against Mutual Funds (LAMF) offers a convenient way to meet urgent financial needs without liquidating your investments. It allows you to unlock the value of your mutual fund portfolio and access funds while continuing to benefit...
Securing a comfortable and stress-free retirement is a goal most individuals strive for, but achieving it requires thoughtful preparation and the right financial tools. Our retirement-focused services are designed to help individuals...
Understanding how to grow and manage money is a skill that empowers individuals to make confident and informed choices. Investment education is about building that knowledge—learning the basics of saving, understanding different...
From budgeting and saving to investing and retirement planning, we’re here to guide you every step of the way.
"I recently had the opportunity to connect with the DhanJodo team, and it was truly an eye-opening experience for me. As someone who has traditionally left financial matters to my husband, I never imagined that managing money could feel approachable or even empowering. Our conversation changed that completely. The team took the time to understand my unique situation and patiently walked me through various investment and insurance options. For the first time, I felt that financial planning wasn’t just for experts—it was something I could confidently engage in myself. I shared my personal goals, like retiring early and eventually relocating back to India from the U.S. The DhanJodo team helped me see how I could achieve these dreams through simple, smart investment decisions—especially in areas like insurance and pension planning. I’m genuinely grateful for their guidance and for helping me feel more in control of my financial future."
"When we first started working with Ashokji, we barely knew anything about managing money or investments. He made things so easy to understand and really opened our eyes to how financial planning works. Over the last three years, he’s helped us figure out the difference between short-term and long-term goals, and guided us to invest in the right places. Thanks to him, we’re now more aware, more confident, and have a clear plan to work toward financial independence. Ashokji has honestly made a huge difference in how we think about and handle our finances."
"Ashok has consistently demonstrated himself to be a highly knowledgeable and reliable investment advisor. He brings strong expertise across various investment categories, including stocks, SIPs, and mutual funds. In addition to investment guidance, he also provides valuable advice on insurance and mediclaim options. I would highly recommend reaching out to him for both investment and insurance-related needs."
"Dhanjodo Financial Services makes it simple. Straightforward advice, no fluff—just solid strategies that actually work. Their team gets it, and they get you. If you're looking for clarity and results, this is the place."
"This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions."
"DhanJodo Financial Services is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions."