Mrs. Dhanya V R

Wealth Plus Financial Solutions

Certified Financial Planner

Service Location

Thiruvananthapuram

Professional Licenses

FPSB

#IN150581

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

3rd Floor, Wealth Plus Financial Solutions, Mahatma Gandhi Rd, Puthenchanthai, Pulimoodu, Thiruvananthapuram, Kerala 695001

Website

http://www.wealthplusfs.com/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Mrs. Dhanya V R

Wealth Plus Financial Solutions is a renowned financial planning and services firm located in Trivandrum. Founded in 2017 by Mrs. Dhanya VR, CFP, PGDM Finance, the firm is led by a professionally qualified and experienced Managing Partner who holds the prestigious Certified Financial Planner designation conferred by the Financial Planning Standard Board in the United States.

With a strong focus on personalized financial planning, Wealth Plus assists clients in achieving their lifetime financial goals. The firm takes pride in serving more than 300 customers and managing a substantial investment portfolio valued at 150 million. Through schemes such as mutual funds, systematic investment plans (SIPs), and term plans, Wealth Plus ensures that clients receive the best-in-class service tailored to their specific needs.

Clients can rely on Wealth Plus Financial Solutions as their trusted partner to receive comprehensive and individualized financial guidance. The firm's expertise and dedication enable clients to make informed decisions and optimize their financial resources, empowering them to secure a prosperous financial future.

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