Dhanashree Wealth Pvt. Ltd.

20/09/2026

Small expenses can be easy to overlook.

Streaming services, music apps, cloud storage, memberships and other recurring payments may each seem small on their own. But when several of them continue every month, they can become a meaningful part of your regular spending.

A simple way to build investment awareness is to periodically review your recurring expenses and understand where your money is going.

Ask yourself:

“If I had to choose these subscriptions again today, would I still choose them?”

Being aware of your spending patterns can help you better understand your financial habits and goals.

18/09/2026

Building for one generation is one part of the journey. Passing it on thoughtfully is another.

For many Indian families, what we receive from our parents goes beyond finances. It can include values, responsibilities and assets that we hope to pass on to the next generation.

As family structures, careers and lifestyles change, the way families think about holding and transferring assets is changing too.

In this conversation, we explore how traditional preferences are evolving and why planning for the next generation is becoming an important part of the conversation.

Watch the full discussion to hear the perspective.



(family financial planning, intergenerational planning, investor education, financial awareness, Dhanashree)

17/09/2026

💳 UPI transactions has changed from 15th October — but here's what actually matters: it won't cost YOU a rupee more.
✅ P2P UPI payments — still 100% free, any amount
✅ Merchant payments up to ₹2,000 — still free
✅ Small merchants (up to ₹1L/month via QR) — zero MDR, unaffected
📌 What's actually changing: a 0.4% Merchant Discount Rate (MDR) on select merchant UPI payments above ₹2,000 — a cost merchants bear, not customers.

No panic. No confusion. Just facts.

Follow for more clarity on your money 💰

14/09/2026

10/09/2026

What should you expect from your mutual fund distributor?

When it comes to investing, transparency and responsible processes matter. You should have clarity about where your money is being invested, the associated risks, the transactions being processed and how your personal information is handled.

Your investments should also be aligned with your financial goals, time horizon and risk profile rather than simply following what is performing well today.

Because informed investing starts with knowing what to expect.

Watch the reel to understand the five key things every investor should look for.



(mutual funds, investor awareness, investment transparency, financial literacy, wealth management)

07/09/2026

30 years in wealth teaches you one thing: building wealth is about more than just saving.

When Dhanashree Investment began, traditional options like fixed deposits, PPF and bonds were the preferred choices. Over time, changing financial needs and rising inflation highlighted the importance of long term financial planning and sustainable wealth creation.

That journey led Dhanashree towards financial planning and mutual funds, with a focus on helping clients make informed decisions.

Three decades of experience. One constant goal: helping people build wealth with purpose.



(Wealth , Financial Planning, Mutual Funds, Wealth Creation, Dhanashree Wealth)

17/08/2026

Doing well with money is not just about knowing more.
It’s about making better decisions and staying consistent with them.

Knowledge matters. Behaviour matters more.

15/08/2026

80 years ago, India began writing a new story. 🇮🇳
80 years later, the story is still being written.

From where we began to where we're headed, the journey continues.

Happy 80th Independence Day.

12/08/2026

Not every urgent expense is an emergency.

And confusing the two can quietly drain the financial cushion meant to protect you when life actually goes sideways.

Emergency fund = unexpected + essential

Planned vacation = not an emergency.
Festival shopping = not an emergency.
Annual insurance premium = not an emergency.

Medical emergency, sudden job loss, unexpected essential repair?

That’s where your emergency fund earns its name.

Build it for the surprises. Plan for everything else.

Save this for your next financial reality check.

10/08/2026

Investing isn’t about finding the cheapest price. It’s about understanding value and having the patience to act thoughtfully.

Know the value. Respect the price. Invest with discipline.