The Human Core of Dhariwal Securities
Your Relationship Manager
A dedicated, qualified financial professional who listens to your family aspirations, coordinates your mutual funds, insurance, and loans, and remains your trusted steward through every market cycle.
The RM Model
What to Expect from Your Relationship Manager
Clear expectations, continuous accountability, and strict regulatory adherence.
What Your RM Does
- Comprehensive Profile Mapping: Reviews your family’s total assets, active EMIs, and existing insurance.
- Disciplined Execution: Facilitates hassle-free SIP setups, policy issuance, and loan documentation.
- Periodic Review Cadence: Quarterly or semi-annual review of portfolio performance against target goals.
- Emergency Support: Assists with insurance claim paperwork and redemptions during unforeseen events.
What Your RM Does NOT Do
- ✕Never Promises Guaranteed Returns: Adheres strictly to SEBI guidelines on market risks.
- ✕Never Accepts Cash: All transactions are executed through bank accounts directly to AMCs / insurers.
- ✕No Pushy Sales Targets: RMs are evaluated on client retention and relationship health, not transaction volume.
- ✕Does Not Act as Investment Adviser: Operates strictly in a distribution capacity under AMFI regulations.
Direct Access
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