DSK Investment Advisors Private Limited (DSK Investments) is a SEBI registered Investment Advisor (INA000018416) and an AMFI registered Mutual Fund Distributor (ARN-276025). RichifyTM serves as the digital branding and transaction interface for DSK Investments.
Founded on a deep understanding of corporate finance, behavioural economics and portfolio theory, we approach investment advice from a perspective that aligns with your aspirations. Our methodology, which is grounded in scientific theory and prudently applied, is aimed at shaping investment strategies that stand the test of time.
The "Richify Way" encapsulates an intimate understanding of each client's unique journey, a nuanced approach to risk, and a deep appreciation for the human aspects of investing.
We emphasize a bespoke approach, crafting personalized investment strategies that resonate with each client's financial aspirations and stage-of-life.
We meticulously assess and manage this dynamic balance, ensuring our clients are positioned to achieve optimal returns.
At Richify, we believe success isn't just about intelligence—it's about understanding behavior. We equip clients to discern their own biases and the market's, ensuring that wise decisions drive returns, not just intellect.
STEP 1
We begin by scheduling a no-obligation meeting to introduce our services and understand your current financial situation and investment needs. This is an opportunity for you to get to know our philosophy, and our approach.
STEP 2
We’ll engage in comprehensive discussions to understand your financial goals, risk tolerance, and investment horizon. We will gather your financial footprint for the next step.
STEP 3
We give your financial situation a full-body check-up using advanced software and investment principles. This is a base-line review before going on to the next step.
STEP 4
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.
STEP 5
We continuously monitor and adjust your plan in response to life changes and market shifts, ensuring a clear and unobstructed path towards your financial freedom. This dynamic approach helps keep your financial journey on course, regardless of the changing tides of life and finance.
You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
Once your wealth plan is in motion, we reach out after 90 days to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.
Daljit has an MBA, with honours, from the University of Chicago, Booth School of Business, a MA in Economics from Annamalai University and a BA (Honours) in Economics from Shri Ram College of Commerce, University of Delhi. In addition, Daljit holds the Investment Advisor certifications from National Institute of Securities Management.
DSK Investment Advisors Private Limited
SEBI REGISTRATION NO.: INA000018416
CIN No.: U66190DL2023PTC413060
AMFI Registered Mutual Fund Distributor: ARN-276025
RichifyTM serves as the digital branding and transaction interface for DSK Investment Advisors Private Limited
Mr. Daljit Singh Kochhar
Non-Individual Investment Advisor
[email protected]
Beginning of the month: Nil
Received this month: Nil
Resolved during this month: Nil
Pending at the end of the month: Nil
Reason for pendency: NA
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Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
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