Since 1991 
Happy Customer D and K Wealth is a multifaceted financial advisory firm with deeply-rooted philosophy and legacy of wealth creation spanning over more than two decades. Based in Ahmedabad, we began our journey as an equity brokerage house in 1991 and evolved into an inclusive wealth advisory and consultancy firm to help individuals with their savings and wealth creation needs.
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Systematic Investment Plan (SIP) is a structured way to invest in mutual funds which gives you the benefits of compounding and helps
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Bonds and Corporate FDs are fixed return instruments that give investors a chance to get better returns than Bank FDs without any risk.
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Indian economy is a hotbed of investment opportunities owing to its promise of rapid growth and urbanization.
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Alternative capital includes possessions of economic value in which individuals invest with intending to diversify their portfolio and mitigate risks.
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Portfolio management solutions (PMS) are specially designed for catering to the need of high net worth investors with greater investment appetite.
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Book Free 30 minutes AppointmentThese are just some of the most common questions we get asked. For anything else, please contact us.
A Person of Indian Origin means a citizen of any country (other than Bangladesh or Pakistan),if:
1. He/she at any time held an Indian passport; or
2. He/she or either of his/her parents or grand parents was a citizen of India by
virtue of Constitution of India or the Citizenship Act,1955 (57 of 1955);
or
3. He/she is a spouse of an Indian citizen, or of a person referred to in (a) or (b)
above.
FII means an institution established or incorporated outside India, which proposes to make investments in Indian securities and is registered with SEBI.
Yes. NRI’s can maintain accounts in rupees as well as in foreign currency. Accounts in foreign currencies can, however be maintained in India with authorized dealers only.
Yes. The following summary outlines the various provisions related to investments by Non-Resident Indians (‘NRIs’), Persons of Indian Origin (‘PIOs’) and Foreign Institutional Investors (‘FIIs’) in the Schemes of the Mutual Fund and is based on the relevant provisions of the Income-tax Act, 1961 (‘the Act’), regulations issued under the Foreign Exchange Management Act, 1999 and the Wealth-tax Act, 1957 (collectively called ‘the relevant provisions’).
NRIs can invest in Mutual funds on a Repatriable/Non-Repatriable basis as per the provisions of Schedule 5 of the Foreign Exchange Management (Transfer or issue of Security by a Person Resident Outside India) Regulations, 2000 (‘the Regulations’) as explained below.
A Common Application Form duly completed along with cheque or bank drafts should be submitted at Investor Service Centres. The cheque should be made payable at a city where the application is accepted.