Build Your βΉ1 Crore Portfolio Without the Stress.
Goal-based investment planning for Indian salaried professionals β from a SEBI Registered Advisor who personally manages βΉ5 Cr+ using the same strategies he recommends to you.
Goal Planning Retirement, home, child education
Game βΉ5Cr+ personally invested
Advisory No commissions. Full transparency.
Reviews Stay on track as life changes
(SEBI Recognized)
Reg. No: INA000019732
Strong Fundamentals.
NISM Portal β
Get Your Free βΉ1 Crore Roadmap
A practical 18-page PDF guide showing salaried professionals exactly how to build a βΉ1 Cr+ portfolio by age 40 β with real numbers, SIP calculations, and tax-saving strategies.
- β Step-by-step βΉ25K SIP plan to reach βΉ1 Cr
- β Top 7 mutual funds (Large Cap, Flexi Cap, ELSS)
- β Tax-saving combo: 80C + NPS + ELSS
- β 5 common mistakes (real client examples)
Download Now β Free
Start Your Wealth Journey in 3 Simple Steps
No jargon, no pressure β just a clear path to building your wealth.
Book a Free Call
Share your goals with us. No pressure, no commitments β just an honest conversation about your financial future.
Get Your Personalized Plan
We create a goal-based investment roadmap tailored to your income, risk profile, and life stage.
Start Investing
Begin your SIP or lump sum through our secure partner platform. Your money stays in your name, always.
Built Different. Built Better.
We don't just give advice β we live it. Our founder invests his own money the same way he advises clients.
Skin in the Game
Our founder has ₹5Cr+ of his own money invested using the same strategies we recommend to clients. Real conviction, not just theory.
IIM Kozhikode MBA
Academic rigour meets real-world investing. Our advisory approach combines institutional-grade research with practical market wisdom.
Zero Hidden Fees
Flat advisory fees, no commissions, no trailing charges. Every rupee of your returns stays with you. Full transparency, always.
Personal Touch
You talk directly to the founder β not a call center. Personalized plans, WhatsApp support, and real human connection.
Complete Wealth Solutions
From your first SIP to your retirement corpus β we manage it all with personalized attention.
Mutual Funds & SIP
5,000+ mutual fund schemes curated and managed by our research team to match your risk profile and goals.
Get Started →Financial Planning
Comprehensive goal-based plans for marriage, education, home buying, and building your retirement corpus.
Get Started →Portfolio Management (PMS)
Professionally managed portfolios for HNI clients seeking superior risk-adjusted returns.
Get Started →Equity & IPOs
Research-backed equity recommendations and seamless IPO investment with expert analyst support.
View IPO Desk →Fixed Income & Bonds
Stable, predictable returns through curated FDs, corporate bonds, and debt mutual funds.
Get Started →Tax & Insurance Planning
ELSS investments, life & health insurance advisory to protect your wealth and minimize tax liability.
Get Started →Book Your Free Consultation
Fill in your details and our advisor will call you within 2 hours.
Your Goals, Our Roadmap
We don't sell products β we build plans around your life's milestones.
Planning to buy your dream home?
Whether it's 3 years or 10 years away β we help you build the right corpus through a mix of SIPs, FDs, and goal-linked investments, while ensuring your EMI fits comfortably in your cash flow.
Speak to an AdvisorSecure your child's education future
Education costs double every 7β8 years. Start early with a dedicated education SIP and build a corpus that covers IIT, MBBS, or even foreign university fees β without stress.
Plan NowPlan a wedding without financial stress
A dream wedding doesn't have to mean debt. Start a dedicated SIP 3β5 years out and build your celebration corpus worry-free while earning strong returns.
Start PlanningRetire with dignity and independence
Build a retirement corpus that replaces your salary β so you never depend on anyone. We create a customized mix of equity, debt, and NPS for your golden years.
Plan RetirementMaking your first investment? We guide you.
Confused between SIP, FD, PPF, or stocks? Our advisors simplify it all and help you start with as little as ₹500/month in a plan matched to your income and goals.
Start with ₹500SIP Growth Calculator
See how your money grows with disciplined monthly investing.
*Returns are estimates. Mutual funds are subject to market risk. Please read all offer documents carefully.
Top Recommended Schemes
Research-backed fund recommendations across categories β updated regularly by our advisors.
*Past returns are not indicative of future performance. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Returns shown are approximate, for illustration only, and as of May 2025.
Meet the Founder
Personally invested. Professionally driven. Building wealth with conviction.

Dheeraj Kumar Singh
An IIM Kozhikode MBA and Senior Mechanical Engineer turned passionate investor. Built a ₹5Cr+ personal equity portfolio with a disciplined, dividend-focused, core-satellite strategy across 10+ blue-chip holdings. Deep hands-on expertise in equity research, IPO analysis, SIPs, and goal-based financial planning.
We're Growing
We're looking for passionate financial advisors, research analysts, and operations professionals to join our mission. If you believe in honest, client-first wealth advisory β reach out to us.
Building Trust, One Client at a Time
Weβre early in our journey, but every portfolio tells a story. Here are anonymized case studies showing how we work with real clients.
IT Professional, 32 yrs Β· Pune
Goal: βΉ1 Cr by age 40.
Strategy: βΉ35K SIP across 4 funds (Mirae Large Cap, PPFAS Flexi Cap, Axis ELSS, Nippon Small Cap) with 10% annual step-up. Quarterly portfolio reviews.
Senior Doctor, 45 yrs Β· Patna
Goal: βΉ50K/month passive income by 55.
Strategy: Build βΉ40L dividend portfolio (HDFC Bank, ITC, Power Grid, REITs) + ELSS for tax efficiency. Reinvest dividends until target year.
Young Professional, 28 yrs Β· Bangalore
Goal: First-time investor wanting to start with βΉ10K SIP.
Strategy: Simple 3-fund portfolio (Index, Flexi Cap, ELSS) with auto-debit. Education-first approach β taught the βwhyβ before the βwhatβ.
* Identifying details modified for client privacy. Returns shown are actual portfolio performance from our managed accounts. Past performance does not indicate future results. Mutual fund investments are subject to market risks β please read all scheme-related documents carefully.
Frequently Asked Questions
Honest answers to questions every new investor asks.
“True wealth is built through discipline, patience, and smart allocation — not prediction. My mission is to help individuals create lifelong financial freedom through simple, reliable, dividend-driven investing.”
Dheeraj Kumar Singh
Senior Mechanical Engineer | MBA, IIM Kozhikode
Managing a diversified, disciplined investment corpus built over a decade — focused on dividend investing, capital preservation, and long‑term compounding across HDFC Securities, ICICI Securities, and Zerodha.
We'd love to hear from you
Let's start your wealth journey together
Book a free 30-minute consultation. No commitments, no sales pressure β just honest financial advice tailored to your life.
Office
Fraser Road, Patna, Bihar β 800001
Phone & WhatsApp
+91 77021 29634
info@dswealthadvisors.in
Office Hours
MonβSat: 9:30 AM β 6:30 PM
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Partner With Us
Are you a financial professional, CA, insurance agent, or business associate? Partner with DS Wealth Advisors and grow together.
Become a Partner →Revenue Sharing
Competitive fee-sharing model with no upfront cost to join.
Training & Certification
We support your NISM certifications and ongoing education.
Tech & Back Office
Full CRM, reporting tools, and operations support provided.
SEBI Umbrella
Operate under our SEBI RIA license with full compliance support.
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Book a free 30-minute discovery call
No obligations. No sales pressure. Just honest financial guidance from a SEBI Registered Investment Advisor.