• Financial Planning

    In finance, investment is putting money into an asset with the expectation of capital appreciation.

  • Mutual Funds

    When it comes to the world of investing, three words come to mind: overwhelming, intimidating, and scary.

  • Time for changes

    Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows.

Financial Goal Tracker

As you look ahead to the future — you may be wondering:


  • Do I have saved enough?
  • Will I be able to live the life I imagine?
  • Do I feel confident about what's ahead?


With a financial advisor at your side to help answer your questions and offer the advice and guidance you need to build a clear plan to your financial future.

 

Financial goal tracker

Every individual has certain financial obligations and financial goals in life. With Financial goal tracker, You can plan, analyse and implement your goals in life.

Some of the key financial goals / obligations can be:


Long term goals:

    • Child higher education
    • Child marriage
    • Child business funding
    • Acquiring a farm house



Medium term goals:

    • Acquiring a car
    • Planning for a vacation
    • Buying a furniture


At Dhulji Advisory, our Dream > Plan > Track approach to financial planning starts with a personal discussion about your dreams and goals. At its core is a one-to-one relationship with an advisor dedicated to helping you get to the future you imagine, on your own terms, in a way that is convenient for you.

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