Pooja Dholakia

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Pooja Dholakia Financial Consultant
Simplifying MutualFund Investments, 250+ Clients.�Mission 5k Investors 50k SIP

27/09/2026

Investing is not about finding the perfect time — it’s about having the right strategy and staying consistent. 📈

Mutual funds can be a simple way to invest towards your financial goals, when chosen according to your risk profile, time horizon and objectives.

For mutual fund & SIF-related guidance, feel free to connect with me. 😊

📞 70219 93590
Puja Dholakia
Mutual Fund & SIF Distributor
ARN: 296601
Dhanshree Financial Services

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

Mutual Funds | SIP | Investing | Wealth Creation | Financial Planning

I asked you: “Would you invest in the same funds I invest in?” Most of you said yes.But I don’t have rent, an EMI, paren...
27/09/2026

I asked you: “Would you invest in the same funds I invest in?” Most of you said yes.

But I don’t have rent, an EMI, parents depending on me or school fees due in 3 years. You might have all of that.

That’s why copying someone’s portfolio, even mine, can backfire. Two people can earn the same salary and still have completely different risk-taking abilities.

Your portfolio should match your responsibilities, not your salary. 💡
Because money doesn’t just have a number. It has a job.

Before you copy a friend’s portfolio, ask yourself:
👉 Do we actually have the same financial responsibilities?

📩 DM [REVIEW] to get your portfolio sorted
📞 Call / WhatsApp: 7021993590

Puja Dholakia | Dhanshree Financial Services
MF & SIF Distributor | ARN-296601
Mutual fund investments are subject to market risks, read all scheme related documents carefully.

[Mutual Funds | Portfolio Review | Financial Planning | Risk Profile | Asset Allocation]

24/09/2026

Markets 2 saal se flat, par earnings 18% up 📈 Price kam, value zyada. SIP mat roko, kuch mahino ke liye ek extra SIP add karo.

Aap kya kar rahe ho? Comments mein batao 👇

Puja Dholakia | MF & SIF Distributor | ARN-296601
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.

[SIP strategy] [Nifty 500 EPS] [market correction] [extra SIP] [mutual fund investing]

20/09/2026

Sometimes, we have 5–7 or even more mutual funds in our portfolio, thinking we are well diversified.

But when we actually analyse the holdings, you may find that most of these funds are holding the same stocks!

So, are you really diversified?

If you want to understand whether your portfolio is genuinely diversified, connect with us. Our team will analyse your portfolio and guide you on your investments.

Dhanshree Financial Services
ARN: 296601
Mutual Fund & SIF Distributor

For more details: 70219 93590

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

[mutual fund diversification, portfolio review, mutual fund holdings, investment portfolio, wealth creation]

15/09/2026

UPI has always been free — but a change is coming for payments above ₹2000. Full breakdown in the video. Want the official circular? Comment “document” and I’ll send it to you. 🔗

[DOCUMENT, UPI]

16 reviews. All 5-star. 🌟Not one of them talks about returns — they talk about trust, patience, and never being pushed i...
15/09/2026

16 reviews. All 5-star. 🌟

Not one of them talks about returns — they talk about trust, patience, and never being pushed into anything. That’s what real financial planning looks like.

If you’d like your finances sorted the same way, you know what to do. 🤍

Puja Dholakia | MFD & SIF Distributor | ARN-296601
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.

15/09/2026

The right guidance can change the outcome.

₹8.5L loss ❌
₹6.5L profit ✅

Experience matters. So does having the right advisor by your side.

Dhanshree Financial Services
📞 7021993590
ARN 296601, MF & SIF Distributor

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Address

Mumbai
400067

Opening Hours

9am - 5pm

Telephone

+918169726029

Website

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