Pooja Dholakia

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

25/05/2026

For guidance regarding insurance and investments: connect at 7021993590
Term insurance isn’t about becoming rich after someone is gone.It’s about making sure the family left behind doesn’t struggle financially while dealing with the emotional loss.

If even one person is dependent on your income, term insurance becomes important.Simple as that. 🤍

Day 2 of decoding term insurance..




InsuranceSimplified

Most families don’t struggle because money wasn’t there…They struggle because nobody knew where everything was.One simpl...
25/05/2026

Most families don’t struggle because money wasn’t there…
They struggle because nobody knew where everything was.

One simple folder can save your family months of stress, confusion & running around during the hardest time of their life.

I’ve created a simple Excel format to help you organise everything important in one place.

Comment “FOLDER” and I’ll send it to you 💛

24/05/2026

Start small today, so your child can dream big tomorrow ✨
A simple SIP + consistency + time = a beautiful ₹1 crore gift on their 18th birthday 🎁💰
Because the best inheritance is financial freedom.

23/05/2026

Term insurance is not about fear.
It’s about making sure your family doesn’t have to suffer financially while already dealing with an emotional loss.

Simple concept. Simple purpose.
And honestly, one of the most important financial decisions you can take for your family.

This is Day 1 of decoding term insurance in the most simple and practical way possible. More videos coming soon 🤍

For guidance regarding investments and insurance, connect us at 7021993590Dhanshree Financial Services102, Shreeji Skyri...
23/05/2026

For guidance regarding investments and insurance, connect us at 7021993590
Dhanshree Financial Services
102, Shreeji Skyrise
SV Road, Kandivali West
Mumbai
You can reach us by sending a message
WhatsApp: +91 7021993590

AMFI Registered MFD & SIF Distributor – Investments are subject to market risks. Content is for educational purposes only.

Regular SIP builds wealth.
But Step-up SIP helps your investments grow along with your income 💯📈
A small yearly increase today can create a massive difference in your future corpus.

Start small if needed… but keep stepping up consistently. 🚀

For guidance regarding investments and insurance, connect us at 7021993590Dhanshree Financial Services102, Shreeji Skyri...
23/05/2026

For guidance regarding investments and insurance, connect us at 7021993590
Dhanshree Financial Services
102, Shreeji Skyrise
SV Road.Kandivali West
Mumbai
You can reach us by sending a message
WhatsApp: +91 7021993590

AMFI Registered MFD & SIF Distributor – Investments are subject to market risks. Content is for educational purposes only.
Regular SIP builds wealth.
But Step-up SIP helps your investments grow along with your income 💯📈
A small yearly increase today can create a massive difference in your future corpus.

Start small if needed… but keep stepping up consistently. 🚀

21/05/2026

For guidance regarding insurance, get connected at 7021993590
Most people compare insurance premiums.
Very few compare claim performance.

And honestly, that’s where the real difference lies.

Because insurance ka actual test tab hota hai jab claim raise hota hai — not while buying the policy.

In this reel, I’ve shared 3 important parameters I personally check before considering any insurance company:
• Claim Settlement Ratio
• Claim Settlement Amount Ratio
• Claim Settlement Timing Ratio

If you want to know which health & term insurance companies currently stand out on these parameters, comment “HELP” and I’ll send you the names 📩

19/05/2026

For guidance regarding investments and insurance, connect at :
Dhanshree Financial Services
102, Shreeji Skyrise
SV Road.Kandivali West
Mumbai
You can reach us by sending a message
WhatsApp: +91 7021993590

AMFI Registered MFD & SIF Distributor – Investments are subject to market risks. Content is for educational purposes only.
“50-30-20” sounds good in theory… but today, I personally find 60-20-10-10 more practical ✨

Spend wisely.
Invest consistently.
Build security.
Plan for goals.

Because budgeting shouldn’t just manage money… it should help build your life 🤍





Most people think exchanging old gold for new jewellery is just a simple swap… but the Income Tax Department may see it ...
19/05/2026

Most people think exchanging old gold for new jewellery is just a simple swap… but the Income Tax Department may see it as a “sale” 👀

And yes, that could mean capital gains tax.

Before you exchange, sell, or inherit gold — understand the tax implications properly so you don’t get surprised later ✨

Save this post for future reference & share it with someone who buys gold regularly 💛

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