Dee Wealth: A Financial Services Experts Boosting The Mutual Funds Investment Sector

  Deepan V,     Founder

Deepan V


Today, individuals or entities with rising incomes and higher liquidity sources, have a lot to do with saving and investing. Even, the Indian mutual fund sector is witnessing a significant rise with digital adoption, growth in SIPs, focus on ESG funds, and the increase of ETFs. These prolific trends are overhauling the mutual fund industry in India and are expected to continue in the future. For all stakeholders of the mutual fund industry, it is important to stay updated on these trends and developments and maintain a 360-degree view of the industry. Also, while 2023 seems to be an opportune year concerning mutual funds investment, there are many investment firms contributing to the industry’s growth today. Dee Wealth, a financial services entity dynamically exercises in this field assisting individuals, corporate bodies, and NRIs in investing in direct equity, mutual funds, insurances, P2P, fixed deposits, and bonds online and offline.

Incepted over 15 years ago, holding the expertise to help all the needy prospective clients make the most of investments, Dee Wealth aspires to be a performer in the financial services market providing services like investment (mutual funds, FDs, NPS, Bonds & Debenture), insurance (Life insurance, Health insurance, Motor/ General insurance), P2P (Peer-to-peer lending) and loans (Home loans & Business loans). The firm is a leader in the mutual funds’ investment market and endeavors to develop into a flag-bearer in the segment. Aiming to develop/enhance the knowledge and help organizations with investments, it provides several Personal Finance Services (Individuals/Companies) for Financial Planning, Tax Saving, Investment Planning, Mutual Funds, Insurance, LIC, Digital Gold Investments, Commercial Papers (CP), Corporate Deposits (CD), Fixed Deposits, and more to clients & consumers.

Deepan V, Founder and Chief Financial Advisor at Dee Wealth is a seasoned financial planning consultant with 15+ years of experience in Insurance, Mutual Funds, Taxation, Shares/Stocks, Loans, and other Financial Instruments in India. He founded this firm to quench his curiosity about the financial world and advisory today, and relatively help people in a big way through keen observation & a scientific approach to investment plans. Through Dee Wealth, Deepan not only tops in overhauling the financial realm knowledge by offering personal finance services to individual clients or companies, followed by training services in terms of Financial Planning or Management Training, or more.
Over the years, the firm has become a catalyst for effective changes in the Indian financial advisory and mutual funds distribution industry. To cater to the varied requirements of its clients, the company has created a custom-curated diversified service portfolio that includes; Wealth Management under which the firm offers wealth protection, wealth management, and wealth distribution services; Financial Planning which starts from cashflow to financial freedom; Financial health checkup services that identify the key parameters that influence their client’s current financial life. Dee Wealth doesn’t believe in a one size fits all approach and they first understand the requirements, and aspirations of their clients.

As investors are with a long-term orientation, the firm strives to identify & invest in well-governed companies having solid fundamentals that are prepared to navigate any market volatility & are driven by sustainable competitive advantage

To be able to choose a fund that perfectly caters to one’s needs, it is very important to be aware of the different kinds of funds that are there in the market, be it for a short time period or long. Well, divided as Debt Mutual Funds, Equity Mutual Funds, Liquid Mutual Funds, and Hybrid Funds, mutual funds are great to invest in various financial instruments, as they are not only flexible, liquid, transparent & relatively safe. Furthermore, Dee Wealth helps one diversify and further reduce the transaction cost, leveraging professional management deploying relationship managers. Apparently, there is much more to a client’s expectation concerning financial investments apart from mutual fund products at Dee Wealth such as Corporate Fixed Deposits, National Pension Scheme, Bonds & Debenture, Loans, Various insurances (life, medical & general), including investments in Residential Real estate and Commercial Projects as they are generally a great investment option.

With Deepan at the apex, the firm is led by a robust team of financial veterans who bring with them a combined experience of acknowledge able years to the table. Together, the team of experts at Dee Wealth form productive investment strategies that balance risk and return and safeguard clients’ money from volatility to deliver superior performance to its valued investors.

Clients onboarded at Dee Wealth dynamically benefit from the formidable partner ecosystem the company has built over the years. Seamless client onboarding, express turn around times to finance & investment advisories, and timely portfolio performance updates are just a few of the hallmarks that define Dee Wealth. The experienced and capable team is a master at generating superior risk-balanced returns. As investors are with a long term orientation, the firm strives to identify and invest in well-governed companies having solid fundamentals that are prepared to navigate any market volatility and are driven by sustainable competitive advantage. “Being positioned as a key player in this highly critical field, we take up the entire project on a turnkey basis and then work on the thorough planning of the investments to be done. In the process, we first understand the needs of the clients and customize our approach such that it’s beyond comparison to others. We offer the highest quality of mutual funds and investment services & products to the clients”, shares Deepan V.

Future Roadmap
Possessing a unique combination of a well-crafted investment strategy, mindfully led investments basis a reliable & sustainable business combined with sound advisory delivered by the highly experienced team of investment out performers Dee Wealth is poised as the ideal partner for investors to grow their wealth & prosper in the long run now. The firm caters to a long list of clients today including large family offices, CEO, UHNIs, and many others. Moreover, it plans to rise further with the same commitment to sharing its valuable inputs on wealth management through mutual funds and other financial products to the clients and share holders.