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 and abroad. Our clients include Retired Government and PSU employees, Businessmen, Young professionals and Non-resident Indians.
D. S. Chawla started DSC Financials because he felt that people spend their entire lives working hard, but when it comes to investments, they mostly resort to traditional investment options of FD/RD/PPF, which are no longer the best investment options to beat inflation. There are also scores of cases of mis-selling of Mutual Funds, Insurance policies/ULIP, by distributors and Agents, which are not at all suitable for an individual's requirements and goals. Hence, with an aim to help Families attain a secure financial future by providing unbiased, well researched and customized goal-based financial advice, DSC Financials was created.
He is a SEBI Registered Investment Advisor. Among his qualifications, he is a MBA with NISM certifications of Investment Adviser (Level-1) and Investment Adviser (Level-2). He is Pro Member 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 financial literacy and strongly advocates financial advice that places the interest of the individual/families at the top without sales/commission of any financial product..
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.