Pooja Dholakia

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

An evening of celebration, beautiful moments, glamour & joy at the Indian Women Business Club Award Night. ✨🏆Grateful an...
24/08/2026

An evening of celebration, beautiful moments, glamour & joy at the Indian Women Business Club Award Night. ✨🏆

Grateful and honoured to have been nominated for the Business Received Category. ❤️
IWBC | Women Entrepreneurs Network Mumbai Award night🏆

21/08/2026

You know me for Mutual Funds.
But the markets have always been a part of my journey. 📈

From teaching trading strategies and options to helping people navigate their investments today — the journey has evolved, but the learning never stopped.

A testimonial from someone who’s been part of that journey — and still is. ❤️



[stock market, options trading, option buying, trading strategies, mutual funds, investment management, financial planning, wealth creation]

20/08/2026

Resistance sirf tab tak hai jab tak start nahi karte.just start.. things will start falling in place💭
[MINDSET] [MORNINGROUTINE]

19/08/2026

Puja Dholakia | ARN 296601, Mutual Fund Distributor. You can connect with us.

4 advisors. Zero coordination. That’s not diversification — that’s confusion.

Real diversification isn’t about how many people are giving you advice. It’s about how well your equity, debt, gold, and global exposure are structured together.

If your portfolio is scattered across advisors, PMS, and platforms — let’s bring it all into one place.

📞 7021993590

[Portfolio diversification, Mutual fund advisor India, Wealth management, Financial planning, Portfolio consolidation]

The right mutual fund for one goal can be completely wrong for another.A fund that may make sense for someone building a...
17/08/2026

The right mutual fund for one goal can be completely wrong for another.

A fund that may make sense for someone building a retirement corpus over 20 years may be totally unsuitable for someone who needs the money for a house in 3 years.

Yet, many investors choose funds based on:

A reel they watched.
A fund someone recommended.
A screenshot forwarded on WhatsApp.
Or simply… the fund that gave the highest return last year.

That’s not goal-based investing.

Before choosing a fund, ask:

What is the goal?
When do I need the money?
How much risk can I actually take?

Your investment should fit your goal, your time horizon and your risk profile.

Don’t invest because a fund is trending.
Invest because it fits your financial plan.

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results.

[Mutual Funds, Goal Based Investing, Financial Planning, Risk Profile, Investment Horizon]

15/08/2026

Puja Dholakia | ARN-296601 | 🤙7021993590
Dhanshree Financial Services
📍 Kandivali West, Mumbai
Azaadi sirf tareekh nahi, ek feeling hai. Financial azaadi tab milti hai jab paisa tumhare liye kaam kare, na ki tum paisa ke peeche. Is Independence Day, apni financial journey ka pehla step aaj lo. 🇮🇳

[AZAADI] [FINANCIAL FREEDOM] [SIP] [INVESTMENT] [MUTUAL FUNDS]

Yet most of us have just ₹5–10L health cover.That’s not safety. That’s an illusion of safety.One medical emergency can w...
13/08/2026

Yet most of us have just ₹5–10L health cover.

That’s not safety. That’s an illusion of safety.

One medical emergency can wipe out years of investing. Don’t let that happen to your family.

💬 Comment “HEALTH COVER” — I’ll personally review your insurance.

📞 7021993590 | Dhanshree Financial Services | ARN-296601

Insurance subject to terms & conditions.

[health insurance India, medical inflation, health cover review, insurance planning, financial protection]

12/08/2026

Most people think, “Bhai, itna health insurance ka premium kyun dena?” 😕

But remember — you’re not taking health insurance for today, you’re taking it for later.

At 55–65, health issues like cataract, heart problems, knee replacement and other medical expenses can become a reality. And that’s exactly when having health insurance can make a big difference.

Health insurance should be a part of everyone’s financial planning.

Need help with health insurance?
📞 70219 93590
Puja Dholakia | ARN 296601
[Health Insurance • Medical Expenses • Financial Planning • Health Cover • Retirement Planning]

Address

Mumbai
400067

Opening Hours

9am - 5pm

Telephone

+918169726029

Website

Alerts

Be the first to know and let us send you an email when Pooja Dholakia posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pooja Dholakia:

Shortcuts

Share

Category