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About Us

DVS ASSOCIATES PRIVATE LIMITED (formerly known as DVS Finplanners Private Limited) was founded by D V Suresh, holding a CFP(R) certificate from the Financial Planning Standards Board of India (FPSB) and has an experience of over two decades in the financial services segment.

Client First being the motto the CFP(R) certification further emphasizes the fiduciary responsibility to work in the absolute interest of our clients and provide unbiased advice.

As our tag line goes, we follow the process of “DISCUSS VISUALIZE SUCCEED”

We DISCUSS in detail the needs of our clients, understand their preferences and risk profiles.

We make them VISUALIZE how they can achieve their financial needs by following the step by step process with appropriate products that helps achieve the financial goals.

We try to hand hold the client in walking through the process and help them SUCCEED in achieving their desired goals.

Our Clients include NRIs and are being served across many countries including USA, UK, New Zealand, Australia, Singapore and Middle East.

OUR MISSION is to enable our clients fulfill their dreams and goals and achieve financial freedom by educating them in taking the right decisions and to follow the financial discipline. Providing unbiased guidance, maintaining and following proper standards of professional ethics.