Invest In Your Future

We are a leading Financial Mutual Fund Distributor.
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.

"Do not save what is left after spending,but spend what is left after saving"

Warren Buffet

"Never depend on single income. Make investment to create a second source."

Warren Buffet

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

Tax saving in India

Tax-Saving in India: A Comprehensive Guide

In the intricate landscape of Indian taxes, understanding the avenues for savings is crucial. From income and wealth taxes to property levies, each component plays a pivotal role in shaping the financial landscape of individuals and corporations. The revenue generated...
Index Funds vs. Mutual Funds: A Comprehensive Comparison for Smart Investing

Index Funds vs. Mutual Funds: A Comprehensive Comparison for Smart Investing

In the dynamic world of investing, two prominent choices stand out—index funds and mutual funds. Understanding their unique characteristics, advantages, and disadvantages is vital to making informed investment decisions. In this article, we'll delve deep into the...
What is growth mutual fund? A comprehensive guide for beginners

What is a growth mutual fund? A comprehensive guide for beginners

Growth mutual funds are a type of equity fund that invests in companies with high growth potential. These funds typically invest in companies that are smaller and newer, and that are growing at a faster rate than the overall market. Growth mutual funds can be a good...
Direct vs. Regular Mutual Fund: Which Is Better for Your Investments?

Direct vs. Regular Mutual Fund: Which Is Better for Your Investments?

When it comes to investing in mutual funds, one of the critical decisions you'll need to make is whether to opt for direct or regular mutual funds. Each choice has its pros and cons, and understanding these distinctions is vital for making informed investment...
Understanding IDCW in Mutual Funds

Understanding IDCW in Mutual Funds

When you delve into the world of mutual funds, you encounter a variety of terms and acronyms that might seem perplexing at first. One such term that often raises questions is "IDCW" or Income Distribution Cum Capital Withdrawal. In this comprehensive guide, we will...
National Pension Scheme (NPS): Securing Your Retirement Future

National Pension Scheme (NPS): Securing Your Retirement Future

Are you looking for a secure and financially stable retirement plan in India? If so, the National Pension Scheme (NPS) might be the solution you've been searching for. In this comprehensive guide, we'll delve into the details of the NPS, exploring its key features,...
Understanding New Fund Offers (NFOs)

Understanding New Fund Offers (NFOs)

In the world of finance and investments, opportunities are constantly evolving. One such avenue that investors often explore to diversify their portfolio and seek out new potential returns is through New Fund Offers (NFOs). In this comprehensive guide, we'll dive into...
The Benefits and Features of SIPs

Unlocking Wealth: The Benefits and Features of SIPs

In today's fast-paced world, securing your financial future is more important than ever before. One of the most popular and effective ways to achieve your financial goals in India is through Systematic Investment Plans, commonly known as SIPs. SIPs are a hassle-free...
Types of Mutual Funds in India: A Guide for Investors

Types of Mutual Funds in India

Mutual funds are a type of investment vehicle that allows you to pool your money together with other investors and invest in a variety of assets, such as stocks, bonds, and money market instruments. Mutual funds are managed by professional fund managers who use their...
The Pros and Cons of Investing in Mutual Funds

The Pros and Cons of Investing in Mutual Funds

Mutual funds are a popular investment vehicle that allows investors to pool their money together and invest in a variety of assets, such as stocks, bonds, and money market instruments. Mutual funds offer a number of advantages, including: Diversification: Mutual funds...

Contact

Get In Touch

Contact us now for personalized financial guidance and let our experts help you achieve your financial goals with confidence.

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