JDI Wealth, A Financial Planning & Wealth Management firm,Your Trusted Professional Financial Partner for Lifetime financial needs, based on Trivandrum, Established in 2017 by Mrs.Dhanya VR, CFP, PGDM Finance, Managing Partner of the firm, Professionally qualified, experienced and Certified Financial Planner,Internationally accepted professional certification mark for financial planners conferred by Financial Planning Standard Board in United States. (Formerly Wealth Plus Financial Solutions)

We help our clients to achieve their life financial goals with personalized financial planning. We are providing best in class service to more than1000 clients and 1500 millions of their investment. Based on needs we provide Mutual fund, SIP, PMS, AIF, insurance, Pension.

JDI WEALTH

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