Invest In Your Future
Helping you invest today for a better tomorrow.
Welcome to Dates Finserve Pvt. Ltd.
Customized Financial Planning & Investing
We offer offline and online paperless services to our clients for executing transactions, maintains their live Portfolio and provide them online Statements through our Dates Finserv Apps and website
Plan
Financial Planning
Maximize your wealth and minimize risks with our personalized financial planning solutions. Our services are designed to help you achieve long-term financial success.
Divesrify
Create a Diverse Portfolio
Diversify your investments and reduce risk with our customized portfolio management solutions. Our Team will help to Invest in a variety of assets to create a well-balanced portfolio
Manage
Personal Wealth Management
Managing your wealth can be overwhelming, but with our expert wealth management advice, you can simplify your finances and grow your wealth. Our team will work with you to understand your unique financial situation and goals to create a customized plan to help you achieve them.
One Size Fits One
We Create a Strategy That Works for You
We treat our investors with respect and provide them with numerous opportunities to learn and grow
Satisfied Clients
In India and Abroad
%
Avg Annual Return
Return may vary for clients
Experience Years
Invested
How We Work. Our Mission & Values
We provide our clients to achieve freedom to get all the available Financial products and get a healthy financial well-being for rest of their life.
Fanancial Services
Retirement Planning
Retirement planning means getting ready now for your future so you can still do the things you want, without depending on others.
Tax Saving
Tax planning means organizing your finances to pay the least amount of taxes possible and saving more money to invest further.
Life Insurance
Life Insurance is a contract between an insurance policyholder and an insurance company, where the insurer promises to pay a sum of money in exchange for a premium.
Mutual Funds
A mutual fund is a pool of money managed by a professional Fund Manager. So you do not need to invest at multiple options.
Medical Insurance
In today’s scenario where medical emergencies are uncertain and are getting costly day by day, we all must take Medical Insurance.
Child Future Planning
A child education plan helps you save money for your child’s education over time. You pay into the plan for a certain period, and then it pays out a lump sum when it matures.
What we will do?
Let Us Help You Take Your Money To New Heights
At Dates Finserv, we specialize in helping our clients take their money to new heights. Our team of financial experts has the knowledge and experience to create customized investment strategies that can help you maximize your wealth and achieve your financial goals. Whether you’re just starting to build your portfolio or looking to diversify your investments, we’re here to help. We’ll work with you to understand your unique financial situation, risk tolerance, and goals, and create a personalized plan that fits your needs. With our expertise, you can rest assured that your money is in good hands and that we’re working tirelessly to help you achieve the financial success you deserve.
Blog
Financial Resources and News
Contact
Get In Touch
Contact us now for personalized financial guidance and let our experts help you achieve your financial goals with confidence.