About DSC FINANCIALS
DSC Financials provides Financial Planning and Investment Advisory for Individuals and Families. The Services provided include Risk Profiling, Financial Goal based Investments, Mutual Fund Investments, Insurance Advice, Taxation Advice, Retirement Planning and Wealth Creation. We act as Financial Coach not only for individuals and families but also for Institutions.
We are based at Bhilai, Chhattisgarh, India. We have both Online & Onground presence and our web presence facilitates clients from all over India. We help you realize your financial goals by understanding and identifying your unique needs, educating you on all the options available so that you can make fully informed decisions regarding you investments.
D. S. Chawla started DSC Financials because he felt that people spend their entire lives working hard, but when it comes to investments, they often lack the necessary knowledge in personal finance. As a result, in the absence of a comprehensive goal-based financial planning, they invest in various financial products based on piecemeal advice of 'their friendly agents' and consequently, may not get optimised returns on their investments. Based on his personal experience, he wishes to guide people in creating a secure financial future by providing unbiased financial advice and wealth management services.
He is a SEBI Registered Investment Advisor (Regn No. INA000011389). Among his qualifications, he is a MBA with NISM certifications of Investment Adviser (Level-1) and Investment Adviser (Level-2). He is ProMember of Network FP, A network of Pan India Personal Finance Professionals. He provides Fee-only Financial planning and investment advice.
The entire Investment Advisory process is in compliance with the SEBI Investment Adviser Regulation, 2013 and all Disclosures and Disclaimers are included in Letter of Engagement finalised with the Client.
He helps individuals to make smart choice about money to attain financial their financial goals. He also undertakes Financial coaching for clients to enhance their orientation towards financial prosperity.
He is passionate about personal financial management, generating awareness in financial literacy and is a strong advocate for financial advice that places the interest of the individual/families at the top so that they can do more with their money.
Daljit Singh Chawla is a ‘Registered Investment Adviser’ (RIA) with the ‘Securities and Exchange Board of India’ (SEBI), one among the very few in India and only a handful in Chhattisgarh, licensed to provide holistic investment advice.