Comprehensive Financial Planning Solutions
Financial Planning services
tailored for you want to take
Expert solutions designed to help you achieve your financial goals and secure your future.
Our Services
Discover our range of financial services designed to meet your unique needs
Portfolio Management Service
Portfolio management as a service seeks to hand-hold the client through his investment journey. Done effectively, the probability of the investment journey being successful increases manifold.
Learn More Financial Planner Services
Income - Expenditure Analysis, Insurance Planning for Family Protection
Learn More Family Protection
Health insurance is an essential purchase in the times of rising health costs. Celebrate your life by safeguarding your health and save tax as well. We help you figure out how much money you need.
Learn More Investments
Are you a conservative or an aggressive risk taker? Find out your investment profile. This interactive tool helps you judge your investment personality.
Learn More Insurance
Identifies your insurance requirement against possible risks. The financial obligations your family would face in your absence.
Learn More Tax Saving
Advance Tax and e-filing compliance services, Moreover, you can also use the different allowances to save your taxes. Below we have listed some of the tax saving options.
Learn More Child Education Planning
An important tool to help you plan your investments to give wings to your child's dreams.
Learn More Home Loan
Avail home loans up to Rs.10 crore with interest rates starting at 6.90% p.a. with additional benefits such as extended loan tenure.
Learn More Personal Loan
Personal loans in Chennai are offered by some of the top banks. All banks offer secured and unsecured personal loans.
Learn More Retirement Planning
Analyses your post-retirement needs and a suitable solution which addresses those needs: Discontinuation of regular income flow.
Learn More Customized Solutions for Your Financial Journey
At Dakshan Financial Services, we understand that every individual and business has unique financial needs. Our team of experts is ready to create a personalized plan that aligns with your goals and aspirations.