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Company Album

  • services

D. M. Financial Services

Established in the year 2006, DM Financial Services is a trusted service provider engaged in offering end-to-end solution for Tax Planning, Accounts Book Writing, Corporate And Fixed Deposits, Life Insurance, General Insurance, Mutual Funds and other Financial Services. Our association with HDFC, ICICI, SBI, Apollo Munich, Reliance and other leading companies help us in delivering safe and credible investment plans to our clients, which ensure attractive returns.

 

Supported by a team of expert investment and financial planners, we hold expertise in providing complete planning and implementing services for business development. Our team makes use of latest technology for offering effective accounting services. We also specialize in offering personalized solutions as per the risk tolerance and financial stability of our clients.

 

Our company is the brainchild of our owner and mentor, Mr. Navneet Jain. His industry experience of six years and in-depth knowledge has helped us in reaching the pinnacle of success within a short time span. We continue to look forward to his immense support for guiding our customers in the most professional, yet satisfying manner.

Factsheet

Basic Information

Nature of BusinessService Provider
Company CEONavneet Jain
Legal Status of FirmIndividual - Proprietor

Infrastructure

Location TypeURBAN

Company USP

Quality Measures / Testing FacilitiesNo

Packaging/Payment and Shipment Details

Customized PackagingNo
Payment Mode
  • Cash
  • Cheque
  • DD

Services Portfolio

We are an upcoming organization engaged in providing high-end Life Insurance, General Insurance, Mutual Funds and other Financial Services. Our services are appreciated for offering maximum benefits with minimum risk, and prompt assistance. Supported by a team of expert professionals, we are able in handling and managing assets of our clients with unmatched expertise. We also specialize in providing personalized services depending on risk-return preference and financial stability of our clients.

 

Our services include:


  • Life insurance
  • General Life Insurance
  • Mutual Funds
  • Corporate & Fixed Deposits
  • Accounts Book Writing
  • Tax Planning

Domain Expertise

With our expertise in understanding the financial market and devising effective services, we have gained a lot of fame and recognition. Being a prominent organization in the industry, we help our clients in reducing the risk attached with various investments. We regularly train our professionals to further hone their skills and knowledge base.

 

Our team conducts various market surveys to gain an understanding about fund flow, and check the rating & performance of investments instruments. We also analyze fund reports of various funds, to offer safe investment plans and schemes to our clients.

Our Team

Backed by a team of expert professionals, we are able to provide personalized and customized solutions to our clients. Their in-depth knowledge and valuable experience help us in assisting our clients with all kinds of advices and counseling. Our team leaves no stone unturned in comprehending the investment problems of our clients and delivering effective solutions.

 


Our team comprises:


  • Financial consultants
  • Market analysts
  • Portfolio analysts
  • Chartered accountants
  • Insurance advisers
  • Accountants
  • Customer support officers

 

Our financial consultants elaborately describe the terms and conditions of various insurance policies, mutual fund schemes and other investment instruments to our clients. The portfolio analysts are appointed to take care of the portfolio management needs of shareholders and de-mat account holders. With the support of our customer care executives, we are able to address the concerns of our clients in a prompt manner.

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Our Strengths

We have firmly established ourselves as one of the reputed service providers in the domain of taxation, auditing and accountancy. Our services are executed as per the requirement and demand of the clients. Some of the pertinent factors that give us an edge over our competitors in the domain are enlisted below:

  • A team of experienced and qualified chartered accountants
  • Complete guidance and assistance provided to the clients
  • Timely execution and completion of the assigned task
  • Cost effectiveness
  • Timely execution
  • Full assurance of keeping clients' data and information confidential

Our Clients

We have corporate and individual clients.We try our level best to serve both of our clients.

Our USP

Adding Value to Investments

Services

Services
We offer various services like:

  • Life insurance
  • General Life Insurance
  • Mutual Funds
  • Corporate & Fixed Deposits
  • Accounts Book Writing
  • Tax Planning
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