About Us
A Sankalp is a stated intention; the starting point of every plan we build with you.
Why the name Dhana Sankalpa
In tradition, nothing significant begins without first stating a sankalp: a clear, deliberate intention. We believe investing deserves the same discipline. Not a random SIP started on a whim, not a policy bought because a relative sold it to you; but a plan that begins with a real goal, clearly stated, and followed through with patience.
That's the promise behind Dhana Sankalpa: your wealth journey starts with intention, and we help you carry it through.
Your Advisor
Vadlakonda Rajendher is a Financial Planning Standards Board (FPSB) compliant professional and an AMFI-Registered Mutual Fund Distributor (ARN-89248). He holds certifications in Investment Planning, Risk Analysis & Insurance Planning, and Retirement Planning & Employee Benefits (NCFM-00001080475) issued by FPSB.
For over 12+ years, Rajendher has been helping individuals and families make informed financial decisions through disciplined, goal-based financial planning. His approach focuses on understanding each client's unique aspirations and designing personalized strategies to help them achieve long-term financial security and wealth creation.
In addition to his expertise in financial planning, Rajendher is an accomplished Intellectual Property Rights (IPR) specialist and a registered Indian Patent Agent (IN/PA-3312) with 18 years of experience in patent drafting, prosecution, and IP portfolio management.
See It For Yourself
A real, goal-based financial plan goes far beyond a calculator screenshot; net worth, cash flow, goal-wise analysis, insurance gap, and a clear action plan, all in one report. Here's a sample (illustrative data, not an actual client).
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Dhana Sankalpa Wealth Management proprietor is an AMFI-registered mutual fund distributor (ARN: 89248), and earns a standard commission from Asset Management Companies (AMCs) on transactions executed through us, in accordance with AMFI norms. This does not affect the price you pay. We do not guarantee returns. Past performance is not indicative of future results.
The financial plan provided is prepared based on information shared by you and is intended for guidance purposes only. It does not constitute investment advice under the SEBI (Investment Advisers) Regulations, 2013. Actual outcomes may vary depending on market conditions, personal circumstances, tax laws, and other factors beyond our control. Dhana Sankalpa Wealth Management is a mutual fund distributor and not a SEBI-registered investment adviser. Clients are advised to read all scheme-related documents and consult a qualified financial or tax adviser before making investment decisions.
