Q: Can you tell us about your educational background and how it has influenced your career?

A: I hold three master’s degrees from the London School of Economics and Political Science (LSE), including an MSc in Accounting & Finance and a Global MSc in Management, Strategy & International Business.
This extensive academic foundation has been instrumental in shaping my career, providing me with a deep understanding of financial systems and strategic management, which I now apply in leading Dhanvesttor.

Q: What inspired you to create Dhanvesttor, and how does it align with your mission of empowering women in finance?

A: Dhanvesttor was born out of a simple but powerful idea: to change the narrative that women aren’t interested in finance. Early on, I faced doubts about the need for a platform like ours. But as I spoke to more women about finance, I realized that many were eager to invest but didn’t know where to start. A common theme emerged from these conversations: they wanted to trust their fund managers but often felt too intimidated to ask them questions freely, fearing they’d sound uninformed.
This realization inspired me to create a safe and empowering space for women to learn and grow their wealth without inhibition.

Q: What challenges did you face while building Dhanvesttor, and how did you overcome them?

A: Building Dhanvesttor was a journey that pushed me to grow in unexpected ways by overcoming a number of challenges. Even with my background in Accounting and Finance and my extensive experience, I often found myself feeling out of place in an industry that was predominantly inclined towards men. In meetings where I was the only woman, I sometimes felt invisible, even though I had thorough knowledge of the subject matter. It took a business coach pointing out that my discomfort stemmed from the ongoing gender dynamics for me to fully grasp what was happening.
Recognizing this issue motivated me to create a platform where women could feel supported and understood in their financial journey.

Q: How does Dhanvesttor differentiate itself from traditional wealth management firms?

A: Dhanvesttor isn’t just a wealth management platform; it’s a movement designed exclusively by women, for women. As the only women-centric platform of its kind, it goes beyond PMS services by creating a unique blend of community, co-learning, and mentorship. Small, focused groups of 12-14 women are paired with experienced mentors who guide them through a transformative journey. The curriculum spans finance pillars like stock market investments, luxury assets, and spirituality in finance, alongside non-financial essentials such as IT skills, personal branding, mindset development, psychology, and negotiation techniques. Dhanvesttor empowers women to master their finances while equipping them with skills to thrive in every aspect of life.

Q: Can you share an example of a tailored financial solution that has positively impacted a client?

A: All our financial solutions are designed with specifically women in mind. Many of our clients gravitate toward ESG-focused funds, ethical investments, and generally conservative themes. We carefully curate each portfolio to not only meet their return expectations but also align with their values and preferences. One notable impact has been with our UHNI clients who are homemakers. They have traditionally been on the sidelines of dinner table conversations about finances. Through our solutions and financial education, these women have gained the confidence and knowledge to understand the markets, engage meaningfully in financial discussions, and assert their perspectives. This transformation has not only empowered them to take control of their finances but also deepened their sense of inclusion and visibility within their families.

Q: What is your long-term vision for Dhanvesttor in transforming the wealth management industry for women?

A: In the next five years, our vision is to build a wealth management brand that transcends numbers to make a meaningful impact on people’s lives. We aim to create a space where empathy, empowerment, and engagement converge to help clients achieve their financial goals while giving back to the communities we serve. We’re thinking ambitiously on the product front. We plan offerings like Mutual Funds and innovative Investment Strategies, that are set to reach a broader audience especially in Tier-1 and Tier-2 cities. Simultaneously, we’re expanding into AIFs and crafting bespoke PMS for UHNWIs (Ultra-High-Net-Worth-Individuals), ensuring we address the diverse needs of all our clients, from everyday investors to the most discerning ones. Technology will play a great role in this journey. By using digital platforms, we’ll make investing simpler, smarter, and more accessible. Our goal is to create a seamless ecosystem where learning and investing go hand in hand, empowering our clients with the tools and knowledge they need to confidently navigate an ever-evolving financial landscape.

Q: What advice would you give to women looking to take charge of their financial futures?

A: My advice to women looking to take charge of their financial futures is to start their journey by focusing on financial independence while remembering along the way that the long term goal is about more than just money. At Dhanvesttor, we believe that true independence is about unlocking your full potential and living a life that aligns with your passions and goals. Investing in yourself is the first step. Whether it’s learning about finance, seeking guidance, or connecting with a community that supports you, these small steps can make a big difference to build the confidence you need to take control of your financial future. Learn to prioritize investing in our own happiness, growth and success so that we can together create a world where every woman can feel financially secure and empowered.