Started in June 2010, Diversified Financials is a full services financial services company committed to providing its clients with sage and sound investment advice. At Diversified Financials we believe that a solid investment strategy must be developed individually for each client by focussing on their core goals and interests.
Personal commitment to professional excellence, coupled with a strong desire to help others, is the common thread among the Investment Advisors at Diversified Financials.
We often hear that the experiences that our clients have working with Diversified Financials are far superior to those encountered at other investment companies, we’re proud of that difference, and of the long-lasting relationships we have forged with our clients, their friends and their families!
We provide a broad spectrum of investment solutions and services ranging from traditional solutions as mutual funds, insurance, deposits/F.D,NPS,etc. We also offer more unique services as investment in arts, real estate and estate planning.
Our belief is that the investment needs of HNI’s in India have evolved considerably. Increased client sophistication and complex investment vehicles combined with dynamic market conditions have given rise to a new breed of investors who value investment advice.
Accordingly, since its inception Diversified Financials has positioned itself as an open-architecture advisory-led model with the belief that this approach is sustainable over the long term.
We follow the timeless principles of investing through asset allocation and diversification of our client’s portfolios to effectively help, manage, preserve and grow their wealth and help them, achieve their financial and ultimately life goals.
We help clients diversify their investments in different asset classes (namely Mutual Funds, Fixed Income, NPS,Real Estate, Cash, Gold and Arts).
Rigorous quantitative and qualitative research methodology is used to select relevant and optimal investment products as per the client risk profile.
We have a Strategic Asset Allocation model (SAA) and Dynamic portfolioAllocation model (DPA) and accordingly make changes to our clients Model Portfolio to benefit from existing market events in order to maximize risk-reward opportunities for our investors.
To be a leading Wealth Management and Financial Planning provider delivering superior value to all our clients in their financial journey and to hand hold them in their next stage of financial planning.
At Diversified Financials we strive to build trust and relationship through Personal Knowledge, Industry Experience, honest communication, commitment to unparallel advice. “We Will safeguard Clients interests, goals and aspirations and ensure that they are perfectly aligned with their portfolio.”
Diversified Financials
1-9-1113/2/1/A/468, Street No 8,
Dayanand Nagar, Vidya Nagar,
Hyderabad – 500044
Telangana
+91 9866638555
+91 9346523204
Diversified Financials © 2022
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