From awareness to ownership, Dhanvesttor empowers women

The latest Association of Mutual Fund Industry (AMFI) report has underscored a striking transformation in India’s investment landscape: women now hold 33 per cent of mutual fund assets, marking a significant rise in participation over the past 5 years. But while awareness is growing rapidly, the journey from knowing about investing to confidently owning one’s financial future still remains a challenge.

Anooshka Soham Bathwal, CEO and Founder of Dhanvesttor, believes this is precisely where her firm comes in. “At Dhanvesttor, we believe confidence grows when investing feels personal, clear and relevant to each woman’s life.”

She adds: “For too long, wealth management has focused on selling products instead of building genuine comfort with money decisions.” She explains that many first-time women investors are financially aware but often hesitate to take the next step on their own. To bridge this gap, Dhanvesttor begins by understanding each woman’s unique journey – her goals, responsibilities and dreams – and then translating that understanding into clear, actionable plans.

“We build trust by staying transparent and keeping our clients involved in every stage of portfolio planning and management,” notes Bathwal. “By giving women access to their investment details, explaining risks clearly and removing unnecessary complexity, we make sure they feel comfortable asking questions and making informed choices.”

This commitment to open dialogue has become a cornerstone of Dhanvesttor’s culture. Unlike the transactional approach common in wealth advisory, the firm positions itself as a trusted partner and sounding board. Regular conversations keep clients updated and reassured, while also creating space to discuss life changes, evolving family goals or sudden market shifts.

“Women often tell us they appreciate that our interactions feel like a dialogue, not a one-sided pitch,” Bathwal says. “That personal connection is what keeps them engaged and invested with us as life progresses.”

While mutual funds remain the preferred starting point for many investors, Dhanvesttor has made it a priority to show women how a more tailored strategy can evolve alongside their lives. “Mutual funds are a great entry into the world of investing, but as women grow more confident, they naturally start looking for solutions that fit their unique goals,” observes Bathwal.

Her team spends time explaining how personalised portfolio management services can complement existing mutual fund holdings by offering more control, greater diversification and a closer match to individual milestones. “Our focus is never on pushing a product,” she emphasises. “It’s about helping women see why a portfolio management scheme (PMS) might make sense at the right time.”

Rather than pressure, the firm relies on education and transparency. Clear comparisons, open discussions of options and patient guidance are at the heart of Dhanvesttor’s approach. “When women feel ready, they choose to take that next step because they see the value clearly,” adds Bathwal.

Building on mutual fund familiarity is central to the company’s strategy. “We help women understand how a portfolio management service can align with their specific life stages and risk appetite,” says Bathwal. “We sit with them to review their existing portfolios, show them what’s working and where a more personalised plan could help them grow.”

Referrals from satisfied clients have become a major growth driver, reflecting the trust Dhanvesttor has built. Bathwal believes that sustained relationships are the true measure of success: “We see clients staying with us through every phase – from building their first portfolios to planning for children’s futures, securing family wealth and navigating life transitions.”

As more women take control of their finances, Bathwal is convinced that the future of wealth management lies in community, education and partnership. “Financial inclusion is about more than access – it’s about helping women feel heard, respected and empowered to make decisions on their own terms,” she concludes.

With its blend of empathy, expertise and transparency, Dhanvesttor is poised to lead this new era where India’s women investors move from awareness to true financial ownership.