About Dhanashree Investments
Dhanashree Investments is a Technology company based in Pune (India) founded in 2008. It provides financial planning, mutual funds, equity investments, and insurance services to clients. It operates on a B2C model. Dhanashree Investments offers products and services including Mutual Funds, Equity Investments, Life Insurance, General Insurance, and Goal Based Investing. Its focus areas include FinTech, Investment Tech, Mutual Funds and Distribution. Its legal entity in India is Dhanashree Wealth Private Limited (U66190PN2023PTC218792).
Company details
Dhanashree Wealth is a financial services firm based in Pune, India, with over 30 years of experience. It specializes in mutual funds, equity investments, life insurance, general insurance, and goal-based investing. The company helps clients achieve financial goals through expert advice and tailored strategies, serving over 4000 clients and 800 families worldwide with a focus on risk profiling, online investing, and portfolio monitoring.
- Headquarters Pune, India
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website dhanashreeinvestment.com
- Social Instagram
- Legal Name Dhanashree Wealth Private Limited
- Date of Incorporation 19 Mar, 2023
- Jurisdiction Pune, Maharashtra, India
- Annual Revenue₹57,466
FY 2024
- Net Profit₹2,866
FY 2024 · 5% margin
- EBITDA₹3,456
FY 2024 · 6% margin
Associated legal entities of Dhanashree Investments
Dhanashree Investments operates through Dhanashree Wealth Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Dhanashree Wealth Private Limited CIN U66190PN2023PTC218792 | Active | 19 Mar 2023 | Pune, Maharashtra | ₹0.0 Cr | 3 | View details |
Products & Services of Dhanashree Investments
Dhanashree Investments offers a comprehensive portfolio of products and services, including Mutual Funds, Equity Investments, Life Insurance, General Insurance, and Goal Based Investing.
Service for mutual fund investments and portfolio management
Assistance in equity market investments and trading
Products for life coverage and financial protection
Coverage for assets and general risks
Strategies for achieving specific financial objectives
Board of directors of Dhanashree Wealth Private Limited (Dhanashree Investments)
Dhanashree Wealth Private Limited is the primary company behind Dhanashree Investments. The board of Dhanashree Wealth Private Limited currently have 3 directors; the longest-serving is Manisha Dhananjay Kale, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Manisha Dhananjay Kale DIN 10079719 | Director | 19 Mar 2023 | 3 yrs 7 mo | Dhanashree Wealth Private Limited |
| Anil Shrikant Sutar DIN 10079720 | Director | 19 Mar 2023 | 3 yrs 7 mo | Dhanashree Wealth Private Limited |
| Dhananjay Manohar Kale DIN 03534378 | Director | 19 Mar 2023 | 3 yrs 7 mo | Dhanashree Wealth Private Limited |
People of Dhanashree Investments
1 people are tracked at Dhanashree Investments (1 in leadership).
| Name | Role | Group |
|---|---|---|
| Owner | Leadership |
Complete people profiles for Dhanashree Investments
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Dhanashree Investments
Figures of Dhanashree Wealth Private Limited, the primary company behind Dhanashree Investments, for FY 2024. Revenue was ₹57,466. Net profit was ₹2,866 (5% margin). EBITDA was ₹3,456 (6% margin).
- ₹57,466Revenue · FY 2024
- ₹2,866Net profit · 5% margin
- ₹3,456EBITDA · 6% margin
- ₹1 LakhPaid-up capital
Balance sheet, profit and loss, cash flow and ratios of Dhanashree Wealth Private Limited are on its company page.
Detailed financial statements for Dhanashree Investments
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Dhanashree Investments (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about Dhanashree Investments
Dhanashree Investments was founded in 2008.
Dhanashree Investments is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
The primary company behind Dhanashree Investments, Dhanashree Wealth Private Limited, reported revenue of ₹57,466 for FY 2024.
Dhanashree Wealth is a financial services firm based in Pune, India, with over 30 years of experience. It specializes in mutual funds, equity investments, life insurance, general insurance, and goal-based investing. The company helps clients achieve financial goals through expert advice and tailored strategies, serving over 4000 clients and 800 families worldwide with a focus on risk profiling, online investing, and portfolio monitoring.
Dhanashree Investments offers Mutual Funds, Equity Investments, Life Insurance, General Insurance, and Goal Based Investing.
Dhanashree Investments operates through Dhanashree Wealth Private Limited.
The legal entities of Dhanashree Investments currently have 3 directors, including Manisha Dhananjay Kale, Anil Shrikant Sutar, Dhananjay Manohar Kale.