About DVIA
DVIA is a Financial Services company based in Pune (India) founded in 2021. Financial investment advisory and portfolio management services focused on asset allocation. DVIA offers products and services including Investment Advisory and Portfolio Management. Its focus areas include Finance, Investment Advisory, Portfolio Management and Asset Allocation Services. Its legal entity in India is DV Investment Advisors LLP (AAU-8012).
Company details
DV Investment Advisors is identified as a SEBI-registered entity that provides investment advisory and portfolio management services to address challenges like lifestyle inflation and income volatility. A dynamic asset allocation approach is employed based on a proprietary framework, incorporating investments in equities, fixed income, and other asset classes to achieve financial independence. Experienced professionals lead the services, ensuring alignment with client interests and reduction of market risks through diversification. Compliance and ethical practices are maintained to support long-term wealth management goals.
- Headquarters Pune, India
- SectorsFinancial Services
- Email••••••••
- Website dvia.in
- Social LinkedIn X
- Legal Name Dv Investment Advisors Llp
- Date of Incorporation 24 Nov, 2020
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of DVIA
DVIA operates through Dv Investment Advisors Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Dv Investment Advisors Llp CIN AAU-8012 | Active | 24 Nov 2020 | Mumbai, Maharashtra | 2 | View details |
Products & Services of DVIA
DVIA offers a comprehensive portfolio of products and services, including Investment Advisory and Portfolio Management.
Investment advice is offered to assist in navigating financial markets with disciplined strategies
Portfolios are managed across various asset classes using a proprietary framework to mitigate risks
Board of directors of Dv Investment Advisors Llp (DVIA)
Dv Investment Advisors Llp is the primary company behind DVIA. The board of Dv Investment Advisors Llp currently have 2 directors; the longest-serving is Vivek Agarwall, appointed in 2020.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vivek Agarwall DIN 08970708 | Designated Partner | 24 Nov 2020 | 5 yrs 11 mo | Dv Investment Advisors Llp |
| Deepak Gyanchand Bakliwal DIN 07556094 | Designated Partner | 24 Nov 2020 | 5 yrs 11 mo | Dv Investment Advisors Llp |
Top companies in Asset Management
3 companies that operate in the same segment as DVIA (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about DVIA
DVIA was founded in 2021.
DVIA is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
DV Investment Advisors is identified as a SEBI-registered entity that provides investment advisory and portfolio management services to address challenges like lifestyle inflation and income volatility. A dynamic asset allocation approach is employed based on a proprietary framework, incorporating investments in equities, fixed income, and other asset classes to achieve financial independence. Experienced professionals lead the services, ensuring alignment with client interests and reduction of market risks through diversification. Compliance and ethical practices are maintained to support long-term wealth management goals.
DVIA offers Investment Advisory and Portfolio Management.
DVIA operates through Dv Investment Advisors Llp.
The legal entities of DVIA currently have 2 directors, including Vivek Agarwall, Deepak Gyanchand Bakliwal.