Dhanvesttor, envisioned and led by women, is India’s pioneering boutique wealth management firm dedicated exclusively to UHNI women. The firm offers specialized services including Portfolio Management Services (PMS) and Co-learning & Community-Building (CLCB) initiatives that empower women to take charge of their financial journeys. Dhanvesttor’s flagship offering, the FAITH Fund, is a Flexi Cap strategy designed to deliver balanced growth by diversifying investments across multiple sectors and market capitalizations.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr Return | 2 Yr Return | 3 Yr Return | 5 Yr Return | Inception Date |
| Dhanvesttor Faith Fund | Multi Cap & Flexi Cap | -9.11% | NA | NA | NA | Apr 2024 |
* Returns are as on 30th September 2025. * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Fund Manager
Mr. Ishan Daga brings nearly two decades of expertise in financial research and fund management. A Chancellor and Gold Medallist with an M.Com and PGDM in Finance, he has held senior leadership roles across reputed financial institutions. Recognized as the top analyst by Bloomberg ANR for all stocks under his coverage, he has also been nominated for prestigious honors such as the Zee Business and Thomson Reuters Analyst Awards—reflecting his exceptional insight and credibility in India’s capital markets.
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