Your Family's
Wealth Partner.
Dhruv Investment helps families achieve their financial goals with end-to-end wealth and portfolio management — from mutual funds and equities to NRI services, succession planning, and family office solutions.
Investing in Your Future Since 2009
Dhruv Investment was founded with a singular vision — to make intelligent, professional investment management accessible to every aspiring investor. Over 15 years, we have built a reputation for integrity, expertise, and consistent results.
Our SEBI-registered advisors combine deep market knowledge with a personalized approach, ensuring every client's portfolio is built around their unique goals, timeline, and risk appetite.
Award-Winning Advisory
Recognized for excellence in portfolio management
SEBI Registered
Fully compliant and regulated investment firm
Data-Driven
Research-backed, analytical investment decisions
Personalized Plans
Custom strategies for every individual goal
Comprehensive Investment Services
From portfolio management to alternative investments — we cover every dimension of your financial journey.
SEBI-regulated, actively managed portfolios tailored for HNIs seeking high-conviction, long-term wealth creation with full transparency.
Discretionary PMS
Our expert portfolio managers independently make all investment decisions on your behalf — selecting stocks, sectors, and rebalancing your portfolio for maximum long-term growth.
Enquire Now →Non-Discretionary PMS
We present research-backed recommendations and strategic guidance while you retain final authority over every investment decision in your portfolio.
Enquire Now →Advisory PMS
Purely advisory services where our managers suggest optimal investment strategies and specific recommendations — you execute trades through your personal brokerage account.
Enquire Now →Free Portfolio Review
Get a complimentary, in-depth portfolio review from our expert advisors. We assess your current holdings, identify gaps, and present an optimisation roadmap at no cost.
Enquire Now →Large Cap PMS
Focused investment in top 100 listed companies offering moderate risk with stable, consistent returns. Ideal for conservative HNIs seeking capital preservation with growth.
Enquire Now →Mid & Small Cap PMS
High-conviction portfolios in smaller, fast-growing companies. Higher risk but significantly higher return potential for investors with a longer investment horizon.
Enquire Now →Privately pooled, SEBI-regulated investment vehicles offering access to private markets, special situations, and strategies unavailable in conventional funds.
AIF – Category I
Investments in startups, SMEs, social impact projects, and infrastructure. Designed for positive economic externalities with no leverage permitted.
Enquire Now →AIF – Category II
Private equity, credit, distressed assets, and special situations funds. Ideal for patient capital seeking structured, long-term strategies with defined exit horizons.
Enquire Now →AIF – Category III
Complex listed-market strategies including long-short equity, global macro, and derivatives. Leverage permitted within regulatory limits for absolute return strategies.
Enquire Now →Pre-IPO Investments
Bridge capital deployment in companies nearing a public listing. Access high-growth businesses before they go public — exclusively available to sophisticated investors.
Enquire Now →Venture Capital Funds
Early-stage investments in high-potential startups from seed to Series A/B. High risk, high return — for investors seeking exposure to next-generation disruptors.
Enquire Now →Private Equity Funds
Investments in profitable, mid-stage growth companies with structured exit strategies. Ideal for investors seeking private-market alpha with risk-adjusted returns.
Enquire Now →Expertly curated mutual fund portfolios using AI-assisted analysis, designed from scratch to match your financial goals, timeline, and risk appetite.
Equity Mutual Funds
Growth-oriented funds investing primarily in stocks. Suitable for investors with a long horizon seeking inflation-beating returns through diversified equity exposure.
Enquire Now →Debt & Fixed Income Funds
Capital protection with steady income through investment in government securities, corporate bonds, and money market instruments. Ideal for risk-averse investors.
Enquire Now →Hybrid & Balanced Funds
A blend of equity and debt instruments offering a balanced risk-return profile. Perfect for moderate investors seeking stability with reasonable growth potential.
Enquire Now →SIP Portfolio Design
Systematic Investment Plan strategies customised to your monthly contribution capacity. We design, monitor, and rebalance your SIP portfolio for consistent compounding.
Enquire Now →AI-Analysed Fund Selection
Leverage our proprietary AI framework to screen and select top-performing mutual funds across categories, based on risk-adjusted returns and consistency metrics.
Enquire Now →Goal-Based MF Planning
Customised mutual fund baskets aligned with specific life goals — child education, home purchase, retirement corpus — with defined timelines and milestones.
Enquire Now →Holistic, personalised wealth advisory covering every stage of your financial life — from wealth creation to preservation, transfer, and legacy building.
NRI Investment Services
End-to-end investment solutions for Non-Resident Indians — NRE/NRO account advisory, repatriation planning, tax-efficient structuring, and India-focused portfolio management.
Enquire Now →Family Office Solutions
Comprehensive wealth management for HUF, family businesses, and ultra-HNIs. Covers asset allocation, investment banking, tax optimisation, and governance frameworks.
Enquire Now →Succession Planning
Structured wealth transfer strategies for individuals and businesses — wills, trusts, estate planning, and intergenerational wealth preservation tailored to your family's needs.
Enquire Now →Retirement Planning
A clear, disciplined roadmap to financial independence. We calculate your retirement corpus, design a savings strategy, and build a portfolio that funds your ideal retirement.
Enquire Now →Risk Management & Insurance
Comprehensive risk assessment and insurance advisory — life, health, and liability coverage — ensuring your wealth and family are fully protected against unforeseen events.
Enquire Now →Asset Allocation Advisory
Strategic diversification across equity, debt, gold, real estate, and alternatives. We build and periodically rebalance your asset mix to optimise risk-adjusted returns.
Enquire Now →The Dhruv Difference
Transparent Fee Structure
No hidden charges. Our fees are clearly defined — you always know exactly what you pay and why.
Personalized Attention
Every client gets a dedicated relationship manager and a portfolio tailored to their specific financial goals.
Proven Track Record
Consistent outperformance against benchmark indices over 15+ years across multiple market cycles.
Regulatory Compliance
SEBI registered and fully compliant — your investments are managed with complete legal protection.
5-Year CAGR (Equity Portfolio)
Past performance is indicative. Returns may vary based on market conditions and investment duration.
Trusted by Hundreds of Investors
"Dhruv Investment transformed how I think about money. My portfolio has grown 22% in two years and my advisor keeps me informed every step of the way."
"I was hesitant about equity investments. They took the time to understand my risk tolerance and built a balanced portfolio that lets me sleep at night."
"Their retirement planning service is exceptional. I now have a clear roadmap and the discipline to follow it. Highly recommend to every salaried professional."
Ready to Grow Your Wealth?
Book a free 30-minute consultation with our investment advisors. No obligation, just clarity.
Book Free ConsultationLet's Build Your Financial Future
Reach out to schedule a consultation or ask any question. Our advisors typically respond within 24 hours.
Office Address
2T35, Talwandi, Kota
Rajasthan, India — 324005
Phone
Business Hours
Mon–Sat: 9:00 AM – 6:00 PM IST