- AMFI Registered Mutual Fund Distributor
- support@myfirstgoal.in
India is at the cusp of becoming 3rd largest economy of the world and will overtake China by 2040
Understand the investor’s financial goals, investment horizon, income, and existing assets. Conduct a risk profiling exercise to determine their risk appetite (Conservative, Moderate, or Aggressive). Use KYC and FATCA compliance procedures to ensure regulatory adherence.
Based on the client’s profile, recommend suitable mutual fund categories (Equity, Debt, Hybrid, ELSS, etc.). Compare schemes on performance, fund manager track record, expense ratio, and consistency. Prepare a personalized investment plan aligned with the client’s financial goals.
Assist in completing the transaction process (online/offline purchase of units). Set up Systematic Investment Plans (SIPs) or lump-sum investments as per client preference. Conduct periodic portfolio reviews and rebalancing to ensure the investments remain goal-oriented and market-aligned.
We guide you in starting and managing SIPs for consistent, disciplined investing — ideal for building wealth over time.
For investors with surplus funds, we suggest optimal lump sum allocation across mutual fund categories to balance risk and returns.
Regular portfolio reviews ensure your investments remain aligned with your risk profile and market conditions.
Plan ahead for your child’s education and marriage through systematic mutual fund investment strategies.
Create a personalized retirement corpus with a mix of equity and debt mutual funds to secure your post-retirement life.
We help you align your mutual fund investments with your financial goals
We prioritize our clients’ financial objectives through unbiased advice and transparent processes, ensuring their interests remain central to every decision.
We operate with the highest standards of honesty, fairness, and compliance, maintaining complete transparency in all our professional dealings.
We consistently enhance our professional capabilities and market understanding to deliver informed, research-based investment solutions.
We are committed to operational efficiency, timely execution, and superior service quality in every client interaction.
Expert advice on investment strategies, financial management, tax optimization, and estate planning to secure your financial future and success.
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The services I received from Dhhuria Family Office Private Limited are excellent. I have made good gains on my investments in mutual funds thanks to their guidance. I wish Mr. Llovegeet Dhhuria & Team all the best and hope they continue to help investors with prompt advice based on market conditions.
myfirstgoal team offered insightful, tailored advice that addressed our unique needs. Their recommendations have driven significant improvements in our Financial Lives. I recommend them to all those who wish to lead stress free financial lives.
myfirstgoal team offered insightful, tailored advice that addressed our unique needs. Their recommendations have driven significant improvements in our Financial Lives. I recommend them to all those who wish to lead stress free financial lives.
It gives me immense pleasure to share my experience while availing the services of myfirstgoal, a highly qualified Financial Consultancy Firm. It has been about 15 years ago that I started investing in financial markets with his support and guidance. I wish them success in all their endeavors.
It gives me immense pleasure to share my experience while availing the services of myfirstgoal, a highly qualified Financial Consultancy Firm. It has been about 15 years ago that I started investing in financial markets with his support and guidance. I wish them success in all their endeavors.
A brand of Dhhuria Family Office Private Limited.
“Empowering you to achieve your First and Every Goal”
Dhhuria Family Office Private Limited, St No. 2, opp. Niny Printers, near Gaushala, Bathinda, Punjab 151001
support@myfirstgoal.in
+91- 98884 65065
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
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