Devdatta Gunawant Dhanokar - Certified Financial Planner (CFP) Distributors
Member since Apr 10, 2013
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About Me
About Devdatta Dhanokar He is qualified BE (Civil) Engineer as well as a certified financial planner (CFP). The blend of the two educations and experience have helped him to expertise in writing an economical Financial plan which can take care of client's goals easily. He is the founder of DGD Investment, which specializes in providing advisory on mutual fund, home loan and financial planning. His team comprises of professional like CFP,CA, MBA in finance and Advocates. He has been associated with financial advisory for last 10 years. As, he had spent a long time in the industry; He is well informed about the benefits and corns of different products currently existing in the market. He offer advisory on early retirement planning; Will writing, risk management and insurance planning, wealth management through mutual funds and shares. He is specialized in financial planning and believes that every investor should do a goal-based investment and therefore writing a financial plan is the first step towards disciplined investment. He is also a renowned writer in leading Marathi newspaper Maharashtra Times. His write-ups try to create awareness about importance of financial planning. He also writes in financial magazine arthvishva and worked as guest editor for investment book Guntavnuk. He believes that investment awareness is very importance so he participates regularly in Radio program Arthvishes. His dedicated works in financial sectors give him opportunity to work as managing committee member of Society of financial planner. His specialty is offering proper investment advice so that client financial goal can be achieved at appropriate time.
About Work Experience
Not Specified
Experience & Qualification
Qualification
BE, CFP
Experience as an Advisor
10 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Certified Financial Planner (CFP)
Housing Loans
Will Writing Services
Property Management Services
Fixed Deposits
Affiliations
- Society of financial Planners (SOFP)
Awards & Recognition
-
Not Specified
Address
Devdatta Gunawant
1D/503, 5th Floor, New Ashok Nagar,
Vazira naka, Borivali West,
Borvali West,
Mumbai,
Maharashtra, 400091
LICENSE
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Mutual Fund -
ARN No.
48302 - Validity -
31-03-2015
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