Stocks & Bonds

We help investors create balanced portfolios using a strategic mix of stocks.

Portfolio Management

We provide professional portfolio management focused on disciplined asset.

Retirement Planning

We help individuals plan retirement by creating stable income.

DhanSurya Services

Two service wings.
One execution partner.

Choose DHAN for finance, forex, capital, and regulatory advisory. Choose SURYA for projects, operations, sustainability, sourcing, and business support. Projects & Operations Services: Project, green power, tender, compliance, HR, software, inspection, sourcing, and business operations support.
 
EPC Vendor Assignment
Engineering Drawings
Product Sourcing
Inspection Services
Leasing & Land Facilitation
Software Services
B2B Marketplace Solutions
Back Office Management
Marketing Support
PR & Brand Management
Event Management & Trade Fair Execution
FEMA & Regulatory Advisory
ECB Advisory
Regulatory Filings & Compliance
Treasury Management & Forex Desk
Corporate Finance Advisory
Mergers & Acquisitions Advisory
Acquisition Finance
Debt Fund Advisory
NCD & Bond Issuance
Structured & Leveraged Finance
Bridge Funding
Trade Finance
Startup Fund Raising
Investor Relations Advisory
Family Office Setup
FPI & Fund Management
Structured Investment Solutions
Insurance Advisory & Wealth Preservation
GIFT City Setup
Offshore Office Setup Worldwide
AIF Setup
Fund Structuring – Onshore & Offshore
Merchant Banking (SME IPO / Mainboard IPO)
ESG & Sustainable Finance
Project Consultation (Conssor.com)
Solar Power Projects
Wind Power Projects
Government Tender Support
Auction Participation Support
Legal & Compliance Management
Director Advisory Services
CFO Advisory Services
Independent Director Placement
5S Implementation & Evolution Reports
Business Mentorship
Professional Coaching
HR Services
Identification, evaluation, and selection of qualified Engineering, Procurement, and Construction (EPC) partners. View More →
Industries We Serve

Trusted across sectors where finance and compliance matter

Agriculture and Allied Industries
Auto Components
Automobiles
Aviation
Ayush
Banking
Biotechnology
Cement
Chemicals
Consumer Durables
Defence Manufacturing
E-Commerce
Education and Training
Electric Vehicle
Electronics System Design & Manufacturing
Engineering and Capital Goods
Financial Services
FMCG
Food Processing
Gems and Jewellery
Healthcare
Infrastructure
Insurance
IT & BPM
Manufacturing
Media and Entertainment
Medical Devices
Metals and Mining
MSME
Oil and Gas
Paper & Packaging
Pharmaceuticals
Ports
Power
Railways
Real Estate
Renewable Energy
Retail
Roads
Science and Technology
Services
Steel
Telecommunications
Textiles
Tourism and Hospitality
Insights & Resources

Regulatory updates and finance intelligence for better decisions.

Stay updated with changes in RBI, FEMA, capital market trends, investor perspectives, and case-led strategic finance insights.
Team Members

Driving sustainable financial growth through meticulous planning and agile execution.

Ms. Gandhali Bhide
Ms. Gandhali Bhide
Mr. Shilpen Patel
Mr. Shilpen Patel
Mr. Mandheer Chitnavis
Mr. Mandheer Chitnavis
Mr. Satyajeet Omkar
Mr. Satyajeet Omkar
Mr. Dhiren Panchal
Mr. Dhiren Panchal
Contact Us

Let's connect.

We are here to support your financial, regulatory, and strategic needs.

    Build a roadmap for growth, capital, and regulatory excellence.

    Ready to strengthen your finance and compliance strategy?

    Essential financial tools for smarter, faster, more confident decisions today.
    $200/per Year
    Essential Coverage
    • Expense Tracking & Budget Setup
    • Basic Cash Flow Reporting
    • Starter Investment Insights
    • Monthly Email Updates
    • Secure Client Dashboard
    • Personalized Financial Overview
    Popular
    Smart financial solutions built for growth, stability, and long-term success.
    $500/per Year
    Enhanced Coverage
    • Comprehensive Financial Strategy
    • Advanced Cash Flow Analysis
    • Tax Optimization Tools
    • Investment Opportunity Guidance
    • Performance Trend Reports
    • Custom Business Forecasting
    Powerful finance management designed for accuracy, control, and performance.
    $1000/per Year
    Complete Coverage
    • Full Financial Planning Suite
    • Risk & Compliance Management
    • Personalized Growth Roadmap
    • Dedicated Account Expert
    • Reporting Automation
    • Integration With Financial Tools