Tailored Financial Planning

Strategies to align with your personal and financial goals.

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Do you know?

  • Only 27% of Indians are financially literate.
  • Around 85% of transactions in India are still cash-based.
  • Over 90% of retirees in India rely on their children for financial support.
  • 70% of Indians lack a financial plan, risking unplanned expenses.
  • Approximately 50% of households rely on informal borrowing, often facing high-interest rates.
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Typical Financial Hurdles Everyone Encounters

Financial hurdles are common and challenging. From budgeting to investing, retirement savings, and taxes, understanding these issues is crucial for stability.

Budget blues? You're definitely not alone in feeling overwhelmed by monthly expenses!

Confused by too many investment choices? You're not alone in this maze

Worried your retirement savings won’t be enough? Many are facing the same fear

Why You Need a Financial Advisor

Decoding Financial Mysteries

Safe Investment Strategies

Accelerating Savings Growth

Navigating Tax Rules

Tailored Financial Planning

Expert Tax Savings

Our Services

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Testimonials

"I have been using D.J. Investments for my Income Tax Life & Health Insurance and for Mutual Fund investments for several years. Really impressed by their work. They possess full knowledge of whatever work they do. I recommend D.J. Investments services. Thanks"

Arpan Jain Director of IGS

"Did my Financial Planning for my Indian Income from DJ. Investments Stunned by the planning work, Piyush went deep into planning, asked several questions related to what I wanted to achieve through Financial Planning. I have done Life Insurance & Child Financial Planning from them. I have referred my NRI Friends & Relatives to them."

Shushant Saraf NRI-USA

"Being a lady I was hesitant towards investments. But Piyush has explained in such easy way and cleared all my doubts related to investments in Life Insurance & Mutual Funds. I have recommended all my kitty friends to him."

Neeta Jain Director-Danisco Securites Systems

"Recently started using DJ. Investments for mine and my spouse investments. I am really satisfied by his recommendations. I have already referred him to my friends from Indore & Mumbai. Would definitely recommend."

Pavan Nadgonde Exclusive Insurance Broking Services Limited

"I have started a new journey of Mutual Fund with D.J. Investments and have experienced the best of services that I had been looking forward to. I really appreciate the dedication you put in to understand the requirement of the client and the emotions behind it. I recommend DJ Investment Services to everyone who is looking for good advice and action on it. Thanks"

Hemant pawar Quato Technologies PVT LTD

"I have used DJ. Investments for my spouse investments in Mutual Funds. Piyush does his homework well, advises well in advance when to retain or to invest in the market. have referred my HNI Clients to him and they are well satisfied with his work. Thanks a lot, Piyush Jain"

Suyog Goenka Chartered Accountant

"Thanks for my Mutual Funds investments. I have referred them to my friends & neighbours. Pavan Nadgonde (Exclusive Insurance Broking Services Limited) Take pic from Roster Recently started using DJ. Investments for mine and my spouse investments. I am really satisfied by his recommendations. I have already referred him to my friends from Indore & Mumbai. Would definitely recommend DJ. Investments to Others"

Jitendra Dave Owner of Surbhi Sales
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