Your Money Stays Safe.

DVS ASSOCIATES PRIVATE LIMITED (formerly known as DVS Finplanners Private Limited) was founded by D V Suresh, holding a CFP CM certificate from the Financial Planning Standards Board of India (FPSB) and has an experience of over 25 years in the financial services segment. Read More...

325+

Investors

Rs 150+

Crs of AUM

OUR MISSION

OUR MISSION is to enable our clients fulfill their dreams and goals and achieve financial freedom by educating them in taking the right decisions and to follow the financial discipline. Providing unbiased guidance, maintaining and following proper standards of professional ethics.

How DVS Associates Works in Your Best Interest

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Monthly Investment

Bank

@4%

Fixed Deposit

@6%

Gold

@9%

Sensex

@11%

Mutual Fund

@15%

Check Risk Profile

We will ask you a set of questions to get to know you!

1 Describe your knowledge of investments:

Check Risk Profile

We will ask you a set of questions to get to know you!

2 When you invest your money, you are:

Check Risk Profile

We will ask you a set of questions to get to know you!

3 If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?

Check Risk Profile

We will ask you a set of questions to get to know you!

4 Have you ever invested in shares or mutual funds? If yes, for how many years?

Check Risk Profile

We will ask you a set of questions to get to know you!

5 To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.

Check Risk Profile

We will ask you a set of questions to get to know you!

6 How do you react to the idea of investments?

Your Risk Tolerance

As per our risk assessment, you Risk Profile is

Request A Call Back

Thanks for visiting our website, If you have any query or suggestions, do write back to us and any one expert from our team we will promptly respond to you and help.

How Can We Help ?

Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster

Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP corpus can be 36% more in 20 years period. Example - 10% SIP Top up on Rs 10,000 monthly SIP in NIFTY 50 for 20 years period

Reach goals faster

Yes, through Top up SIP you can reach your goals earlier. Example - to reach a goal of Rs 1 Crore it takes 17 year through 10% SIP top up while it takes 20 years through regular SIP (assuming 12% return)

SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%

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