- Dynamic Wealth Management (DWM) is a Register Sole Property ship firm.
- DWM is brain child of R.Sathish Kumar and was established in 2012.R.Sathish Kumar gained experience with various financial institutions and advisory groups of companies for Past Eleven years.
- Not to get biased by biggies in the market Sathish Kumar started DWM to provide fresh and innovative ideas as financial solutions.
- The DWM financial solutions are simple principle as a man named William Ockham, an English Monk, Philosopher, a logician and his principle states that ” when multiple explanations are available for a phenomenon, the simplest version is likeliest to be the correct”. This Principle is whole good in DWM.
- We cater to the Investment needs of High Networth Individuals (HNI), Companies and Retail Investors alike, we offer tailor made investment solutions understanding age and risk profiles of Investors. In short we offer a “Wealth Frames suiting your mind”. Dynamic Wealth management is the simplest solution to address your financial advice.
- Our Vision is to help Minimum Thousands of families to realize their dreams by associating with us. We will handhold them till they reach their financial goal which is our personal commitment to all our clients who opt for financial planning
- Once We Achieve the Infrastructure and Technology support then we shall be getting in to Ecommerce / Multi Brand Ndnc Product of Investment of all types
- To become one of the Leading Financial Innovative Solutions Provider in India and to be the trusted partner of our Customers.
- To help customers build, maintain and preserve wealth.
- To provide financial services for lifetime.
- To provide exceptional financial consulting services to our clients.
- To help our customers achieve financial prosperity and peace of mind.
- To collaborate with rural unemployed force and provide them long term business engagement.
- To help as many people as possible to become financially independent so that their quality of life improves greatly.
- To guide you to follow your investment objective without being carried away by market greed and fear.
History and Glance
|Registered Name||Dynamic Wealth Management|
|Firm Registration Number||323|
|Headquarter||West Mambalam, Chennai - 600033|
|Occupation||Chief Financial Planner|
- Dynamic Wealth Management is founded and headed by R.Sathish Kumar.
- Mr.Sathish Kumar is an Graduate from Chennai University and an MBA Symbiosis Pune.(Distance Education) He is a Personal Financial Advisor for wealth Management Products.
- He has an illustrious career spanning 11 years with diverse experience in financial institutions and advisory groups of companies.
- During the first 7 years of his career Stock Markets, Investments, Risk management and financial planning was the subject of his passion.
- During the Period He has Manage in Clients Investments and Portfolio for more than 12 crores. That is what prompted him to quit a good position he was in and take an uncharted path for the last 4 years, a path he always wanted to walk.
- He continues to enjoy his journey in this new path and is grateful to the support provided by his family, Clients and well-wishers, without whose support this journey would not have been made possible. His to help people to achieve their financial goals.
- His objective is to help as many people as possible to become financially independent so that their quality of life improves greatly.