About Us

JDI Wealth formerly known as Wealth Plus Financial Solutions, JDI WEALTH is a premier and reputed name in the investment planning and portfolio management industry catering to discerning clients using the latest portfolio analytics and market research, from 2017 onwards. AMFI-registered mutual fund distributor, provides mutual fund services encompassing the entire portfolio of SEBI authorized asset management companies.

Our Expertise:
Our founders and managing partners are experts and credentialed CFP professionals from Financial Planning Standards Board and post graduates in Financial Management, with an expertise and experience of 15 plus years in the personal asset management domain. Deploy the latest in technology for helping our clients avail personalized investment planning and portfolio management services and have a dedicated team of professionals to provide world-class after sales service

Wealth Management Solutions:
  • Financial Plan:
  • Investment Plan:
  • Retirement Plan:
  • Insurance Plan:
  • Tax Plan:
  • Estate Plan:
  • Investment Awareness Program:
  • Child Education Plan:
  • Pension Schemes:
  • Tax Savings Schemes:
  • Alternative Investment Fund:
  • Portfolio Management Service:
  • National Pension Scheme:
Our attributes:
  • Digital Transactions
  • Mobile Robo Application
  • Web Login
  • Exclusive RM Support
  • Global Reach

Our Management

Dhanya V R, CFP CM

Certified Financial Planner PGDM

Founder & CEO | Phone: 9539074117

Dhanya VR is the founder of Wealth Plus and has over a decade of expertise and experience handling Personalised financial planning and Wealth management for highly discerning clients, both in India and abroad
Dhanya believes in the philosophy “Each to his Own” - every individual client has his/her specific investment goals depending on age, income, expenses, financial responsibilities, productive years before retirement & for post-retirement period and hence each and every investment advice plus Portfolio offered has to be specially designed based on personalised financial analysis.

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Jose Prakash T S

NSE Certified Goal Planner FPSB Investment Planning Specialist

Managing Director, JDI Wealth | Phone: 9995166032

Jose has 15 rich years of experience in the field of financial services. He has a proven background in the corporate world, having worked with leading global brands like HSBC Bank, HDFC Bank & Axis Bank and facilitating hundreds of individuals and corporates successfully managing their portfolio to enhance and safeguard their hard-earned wealth. Jose leads JDI Wealth, an AMFI Registered Mutual Fund Distributor, that support and enable clients to transact in all kinds of mutual funds-Lumpsum Investment and Systematic Investment Plan (SIP). JDI Wealth is also the distribution partner for India’s leading brands like SBI MF, HDFC MF, ICICI Prudential MF, AXIS MF, Nippon MF, TATA MF etc Jose ensures that, through JDI Wealth each customer experiences Global standards in service quality through transparent interactions and making available latest technology for portfolio monitoring at finger tips.

Schedule a Meeting With Us

Locate Us

JDI WEALTH,3RD FLOOR CSI Building Pulimoodu jn Trivandrum-695001

Email Us

crm@jdiwealth.com

Contact Us

9539074117
+91-9995166032