DIWAN FINANCIAL - Key Persons
I am Dwarkesh Keyur Diwan, co-founder of Diwan Financial Consultancy, have started in 6th August 2017 with the purpose of better solution of clients of their needs. Out of the combined experience of 7 years of CA Articleship and Job under two well-known Chartered Accountant Firms, I started consulting in two basic segments i.e. Income Tax and Accountancy. Gradually interest came into wealth management of the client and started looking for proper ways to manage it. I became AMFI (Association of Mutual Fund of India) Registered Mutual Fund Distributor and associated with NJ Group which is having more than 25 years of experience in Mutual Fund Distribution, having No.1 distributor in PAN India. By such association, I learned about goal-based financial planning more than mutual fund distribution. I realized the importance of goal-based financial planning in any person's life.
Further, I realized that there is a lack of awareness in people about financial planning and especially the right place to invest. People usually ask their friends, relatives or any random person for a good way to invest without knowing what suits them and proper for them, they invest in asset classes where they can't gain in real terms & often end themselves in financial debt later on and to reduce that debt they again borrow and comes in other debt, like this circle going on. In other terms, it can be said as ‘Rat Race'.
This brought to me the idea of making awareness to people and making their investments at the right places. I want to take people of out the ‘Rat Race' and achieve their financial goals with financial freedom. I want to make my clients money makes work for them. For that, I started this consultancy since 2017 and successfully made my clients' investment at the right places with their background, risk profile, and their financial goals.
I also realized that along with wealth creation, wealth protection is also important and so realized the importance of Insurance and considered the first to protect wealth in the process of wealth management. So, I started the segment of Life Insurance, Health Insurance, and other General Insurance.